If you want to purchase a property or create a clear budget and start saving consistently the following plans are for you:
Designed for founders/entrepreneurs who want to get to grips with their business and personal finances. This allows you to have 3 business and personal financial planning meetings over a 6 month period. We analyse the strengths and weaknesses of your business from a financial point of view. We then help you implement a financial plan to help your business be more profitable and help you build wealth both within your business and personally.
This is for clients who want to build wealth but need help. This programme will increase your financial literacy, support you to change your current financial situation, help you create a financial plan to bring structure to your finances and provide you with accountability to make sure you reach your financial goals.
The services provided are:
Money is one of the most common reasons for divorce. Money issues can cause huge stress and strain on a marriage and a lot of these issues can be avoided through financial education. Although most couples will attend some form of marriage counselling, there is nothing in place to help them understand, plan and manage their money together. This is a 6-month programme and each month we cover a different topic, helping you both understand how money works best in your marriage.
The topics are: