Becoming financially well organised

Most people in today's society are inundated with commitments from all areas of their lives and feel overwhelmed and stressed.  Generally we want to make more money so that we can achieve the lifestyle of our choice - but is making more money really the answer?

There are 3 distinct parts to cashflow and wealth creation - making it, saving it and protecting it!

 

What is the 'financially well organised' program?

Over the past 30 or so years we have seen and heard many reasons for not being financially secure. More  importantly, there are members of our team that have experienced these reasons – so this program has been put together as a direct result of those experiences.

‘Successful’ can mean many different things to people – if you define successful around the financial outcome you want to achieve, then it depends entirely upon the individual circumstances. However, what we have found is that the success also comes from simply turning stumbling blocks into stepping stones!!

Without a doubt what we have discovered is that the most “successful “ people are organised.

So we have developed this program to help you become “financially well organised”. Along the way we will teach you the 3 secrets to achieving your financial goal(s).

 

Why have we created this program?

 I know I need to do budgeting & stuff, but I don’t know where to start……….”

“I have started before…several times….but I can never maintain the focus……..”

Sound familiar? This program will address those concerns.

Also, for anyone wanting to obtain a loan in the future you are going to have to show prospective lenders that you are “financially well organised” You can thank the Royal Commission for that!

 

What are the benefits of this program?

As mentioned you will be 'loan ready'

Your financial choices in the future in relation to holidays, investments, children's education, retirement etc will be greater.

 

What is my investment in this program?

To make this affordable to everyone we have developed 3 levels;

BASIC

• 1 half hour meeting each 6 months - the first is for goal setting with future meeting being for accountability and changes to the goals
• Regular emails containing ideas and tips

Only $780 which can be paid yearly or $15 per week - payable by monthly direct debit bank payments

 

INTERMEDIATE

• Everything in basic, plus
• Assistance in setting a budget
• Ability to call up to 3 times per year with questions

Only $1248 which can be paid yearly or $24 per week - payable by monthly direct debit bank payments

 

TOP LEVEL

• Everything in Intermediate, plus
• Meetings every 4 months - i.e 3 meeting per year
• The ability to adjust budgets in those meetings

Only $2080 which can be paid yearly or $40 per week - payable by monthly direct debit bank payments

NB - all levels have a minimum commitment of 12 months

 

***  IMPORTANT  *** 

As with any investment you should do a quick cost/benefit analysis.  What we mean by that is simply look at what this investment will cost you and compare it to the benefit you or your family will receive.

i.e Cost= $988 for example VERSUS benefit of reducing credit card debt of $6,000 or saving $10,000 extra for a home deposit.