Financial Coach: Kickstart
This means breaking down everything so it's straightforward, simple and easy for anyone to understand, irrespective of their current level of financial knowledge. Helping you to get the complete money know-how that you need and, better yet, know exactly how to apply it within your own money context.
Most of us – regardless of age or profession - want to be able to talk to a real, trusted expert when it comes to our finances because, let’s be honest, money can be emotional! This is why every solution we offer includes at least one discussion with a Financial Coach and why we also offer on-going support options to clients who would like to have this dedicated, professional support throughout their wealth building journey.
We believe the crux of getting the real, practical money know-how you need is not found in giving general money tips, but through providing personalised guidance on your (own) money and financial goals. All our individual wealth building plans are personalised and tailored to your unique financial context and goals.
The combination of data, technology and virtual meeting platforms enables us to offer personalised, human guidance to more people. Our secure online platform makes it safe, easy and convenient to engage with us, share detail and keep track of your wealth building plan. It also helps us to offer our services in a cost-effective way, lowering the cost to you our client which is key in giving more people access to professional financial advice when they need it.
The pricing of our plans is not in any way related to level of income or the value of your investments. This means that every client gets access to the same quality of service irrespective of what their ‘net worth’ is. Our preferred ongoing advice fee works on a “subscription-like” basis, ensuring that:
You can cancel our service at any time, for example you’ve reached your financial goals or now feel confident enough to manage the journey on your own
All clients are treated equally i.e. clients with higher investment balances do not pay us more and therefore ‘get priority’
Further ensuring we’re constantly at the top of our game in servicing and supporting you, and
Most importantly! This type of pricing doesn’t negatively impact your investment growth over time (something that traditional percentage-based advice fees does, and most investors aren’t aware of).