Grow, Protect & Secure your finances
Many busy professionals struggle to understand how to protect their finances, so we advise & build strategic plans to grow and keep their money safe.
COMPLETE A COMPLIEMENTARY FINANCIAL HEALTH CHECK HERE
What we offer
1-2-1 Coaching
Personalised coaching sessions tailored to your specific financial needs and goals. Receive dedicated guidance and support on your financial journey.
Online Course
Comprehensive digital courses designed to educate and empower individuals on financial matters. Access a wealth of knowledge at your own pace.
Speaking Events
Insightful talks and presentations on financial literacy and wealth management. Attend speaking engagements to gain valuable insights and perspectives.
Webinars
Engaging in online seminars covering various financial topics. Join informative sessions to enhance your financial knowledge and make informed decisions.
Financial Clinic
Specialised sessions, either in-person or online, to address specific concerns in your financial journey. Get instant help or book follow-up sessions for in-depth discussions.
Tools & Resources
Access a suite of practical tools and resources for budgeting, goal setting, and financial planning. Empower yourself with the necessary tools to manage your finances effectively.
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Grow
Growing your money means putting your funds in a space where you have peace of mind about what your future plans can look like and clarity about your risk appetite and expectation of returns
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Protect
Most people don’t think about protecting their income or having savings for a rainy. setting a plan on how to protect your money means you can focus on more pressing matter and not worries at night about the fear of not having enough if something bad was to happen.
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Secure
Now you have accumulated all this wealth, what next? What hurdle will you face that can take away all your hard work. Securing your funds means we ensure you have the money there for yourself and for the next generation.
Clients come to me for coaching when….
Feeling discomfort when speaking about their debts.
Feeling dissatisfied that they cannot save comfortably for their financial and personal goals
They fear looking at their bank statements to understand their spending habits
Feeling overwhelmed thinking about speaking to an expert because they feel they can’t relate to them.
Feeling like they have lost control of their finances.
Feeling embarrassed about their finances, so they don’t take any action to improve their situation.
GPS Financial Clinic
A Mini-Financial Health Check
Take 15-30 minutes to discuss specific concerns on your financial journey. Whether in-person or online, this focused session aims to provide instant help. Let's address one or two areas of concern, seeking quick solutions or gaining a better understanding of your current financial position.
Get Instant Help
Start by pinpointing key areas you want to discuss. Together, we can work towards solutions or gain insights that enhance your financial journey.
Book a Full Session
For a more comprehensive approach, consider booking a follow-up session. This allows us to delve into your overall goals and objectives. My aim is to assist you in growing, protecting, and securing your finances for a more robust financial future.