Grow, Protect & Secure your finances

Many busy professionals struggle to understand how to protect their finances, so we build strategic plans to help you grow, protect and keep your money safe.

COMPLETE A COMPLIMENTARY FINANCIAL HEALTH CHECK HERE

  • 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

  • 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.

  • 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.

Many people struggle to manage their finances because………..

People often feel like they have lost control of their finances.

You feel embarrassed about their finances so they don’t take any action and nothing changes.

People often fear looking at their bank statements to understand what their spending habits are.

Your feeling overwhelmed when thinking about speaking to an expert because you feel that those experts won't relate to them.

You feel discomfort when speaking about their debts.

You feel dissatisfied that they cannot save comfortably for their financial and personal goals

What clients think of our sessions…

"Michael was very personable when we first started our sessions. I was so nervous and was afraid of being judged for my frivolous spending habits, but he was highly non-judgmental and gave intellectual and practical advice on how to manage my finances better. He knows what he is doing and he is someone you can trust to keep you accountable and help you achieve your goals." - J. Isaac

“Michael’s coaching takes a holistic approach by acknowledging the links between how you manage your finances and other areas of your life. I’m appreciative of his non-judgemental, knowledgeable, flexible, and committed support. There’s a sense that he genuinely cares for your financial well-being.” - H. Ngwamah

“Just wanted to get back to you with a thank you, you definitely helped me gain clarity in my finances. I was able to have that dialogue with my accountant and he did an accurate math to meet 'being me financially'” — V. Robins

“The key message I took away from our session is the importance of knowing your numbers, as this helps you to account for where your money is going, the spreadsheet has helped massively with this.” — K. PERKINS

What the client gets….

1. The GPS Review - 4 online sessions to review your current goal and finances to help you build your financial roadmap

2. Accountability - 3 Follow-up sessions to ensure that you stay on the path to reach your financial destination.

3. A GPS Navigation report as an evaluation of your journey, so you can always review the areas that you have improved and continue to work on.

5 Tips to get you saving towards your Financial Journey

  • What are you spending your money on?

    Everything has its price, so the first question is how much does it costs? Review your last 3-4 bank statements

  • Let's build a plan for your finances

    get a good insight into where your money is currently going. Start with Income and then Expense and Finally Savings

  • What goals do you want to reach?

    Where are you heading? what do you want to gain from life and your finances? The goal here is to set a goal or two!

  • How well do you know your money?

    If your money were your partner, what would their favourite film be? holiday? food? What triggers has caused the way you spend your money, and more importantly, why?

  • Go back to your budget and goals every month to see if your consistent with your plans.

“Making Wealth Accessible”