I am starting out on my wealth building journey
OR
I want to explore and grow my knowledge on my money, what my financial goals and dreams are and understand how to reach them
Clarity on where I want to go – My Money, My Dependents and My Financial Goals
A Stocktake - Understanding where I am today/What My Starting Point is
The Kickstart Wealth Plan – A personalised plan emailed to me with tailored tips and guidance across the 6 important aspects of my money including how to reach my goals
60min virtual meeting with the Financial Coach who worked on my plan to answer any related questions I might have
ONCE-OFF
The Kickstart Wealth plan gives you a single personalised view on your money and your financial goals giving you insight and helping you to make confident money decisions
I am serious about my wealth building journey but want to reach my financial goals in a minimal-fuss way
AND / OR
I want access to a dedicated expert who helps me stay on track in reaching my financial goals
Clarity on where I want to go – My Money, My Dependents and My Financial Goals
A Stocktake - Understanding where I am today/My Starting Point
The Complete Wealth Plan – A personalised plan emailed to me with tailored tips and guidance across the 6 important aspects of my money including how to reach my goals.
‘How To Implement My Plan’ (Product view) – my personal Financial Coach identifies best-fit products for my financial goals, including a comprehensive review on my current products
A 120mins or 2x60mins virtual meeting(s) with my Financial Coach to discuss my personalised plans and next steps
Implementing my plan – My personal Financial Coach assists me to implement my plan
Stay on Track - Regular feedback, updates, annual reviews and continuous support from my Financial Coach to ensure I stay on track and reach my goals
ON-GOING
A detailed view on your money and financial goals including implementation of best-fit products by your personal Financial Coach
Continuous support from your Financial Coach, helping you stay on track and reach your goals in an easy and convenient way
I see myself as a ‘savvy money DIYer’ (e.g. I manage my own investments) and am looking for once-off advice to implement on my own
OR:
I already have a financial advisor but would like a once-off independent review/second opinion on how I’m doing
Clarity on where I want to go – My Money, My Dependents and My Financial Goals
A Stocktake - Understanding where I am today/My Starting Point
The DIY Wealth Plan – A personalised plan emailed to me with tailored tips and guidance across the 6 important aspects of my money including my financial goals and progress
‘How To Implement My Plan’ (DIY Product view) – my Financial Coach identifies best-fit products for my financial goals, including a comprehensive review of my current products
A 90min virtual meeting with the Financial Coach who worked on both of my plans to answer any questions I have, enabling me to implement it on my own
ONCE-OFF
A single, holistic and personalised view on your money and financial goals including a full product review and guidance on best-fit products for your financial goals, which you can implement on your own