Intermediate 12-Week Money Coaching Program

Commencing 15th May 2024 we are running at 12 week money coaching program that is designed more for those who already have the basics of money management sorted and are looking for “the next steps”.

By the end of the 12-weeks, you will:

• Have built your own Financial Freedom Ladder (specifically tailored for you)
• Implemented all FIVE Pillars of Safety into your budget
• Know exactly what you need to consider during your monthly money date-nights (whether with your partner or by yourself)
• Understand Superannuation in a lot more (practical) detail (eg choosing a fund based on Fees and Investment Choices, Strategies around Contributions)
• Understand Life Insurances (Life, TPD, Income Protection and Trauma) in a lot more detail (eg how much do you need, where to get them, how much do they cost)
• Know exactly what you need to do next in relation to your Estate Planning (eg Wills, Testamentary Trusts, Nomination of Beneficiaries, Powers of Attorney)
• Have the option to meet with Jake one-on-one (up to two times) for only $110/hr (instead of the usual $220/hr)
• Have the option to implement your estate planning needs with preferential / wholesale pricing through our national network of solicitors
• Have the option to have your home loan reviewed FOR FREE through our national network of finance brokers

The program is run over 12 weeks via email and will include videos, audio clips, worksheets and other educational resources to further empower your growth and understanding of these topics. As this is a set program, please note that information provided during this program is General Advice only and should not be considered as personal financial advice. You should speak with a Financial Adviser if you would like specific advice around these topics in relation to your goals, needs and financial objectives.

Places are limited so don’t miss out.

We do not have any other dates set for this year.