The Rock-Solid Wealth Plan
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THE GUIDE
The Rock-Solid Wealth Plan
Let’s face it, very few words have the power to incite emotions like the word ‘MONEY’ does. In fact, when I first meet my clients, they are often feeling stressed about their money and finding it difficult to be able to juggle all the responsibilities of managing their financial affairs (on top of all their work, family and lifestyle commitments).
Planning your financial future can be confusing and overwhelming if you don’t know what you want or how to get it!
That's why we created the Rock-Solid Wealth Plan.
We know (from over 20 years’ experience) that you are probably earning a ‘solid’ income, but so far don’t feel like you have enough to show for it. You may not be sure where all the money goes…, and cash flow feels ‘tighter’ than it’s ever been.
People in this situation are almost always looking for a more strategic way forward and want to know they’re making the best use of the opportunities they have in front of them (rather than a sense of ‘financial regret’).
This guide will help you to:
✔ Improve cash flow and track spending
✔ Harness debt and make sense of your options
✔ Change thinking about money and give flexibility
✔ Understand your money options
✔ Control your financial destiny
✔ Maximise your investment opportunities
✔ Cut through the confusion
✔ BONUS: Access the Rock Solid Wealth Wheel
WHAT'S IN THE GUIDE?
In this guide we’ll show you how to maximise your opportunities and make smart money and retirement choices that will help boost the resources you have available to you. We want you to have the retirement you deserve, the confidence to spend what you've accumulated and not leave too much (if any) behind for the taxman.
Track your SPENDING
Tracking your spending means taking back control of your money so that you are able to make better quality decisions around what happens with it. Your ability to earn an income and the way you choose to allocate your funds is critical to your financial success (or failure).
Harness your DEBT
Debt allows you to buy today what you don’t yet have money for. Your mortgages, loans and credit cards are all tools, but they need to be used efficiently to make sure you’re getting the most out of them. There is a reason that the banks and financial institutions are so ‘generous’ with their offers of credit and debt…
AUTOMATE your money
Automating your money takes the pain, hassle and time out of managing your money. It allows you to use the technology that is already accessible to be smarter and more disciplined with how your cash flow works.