MAKE THIS CHRISTMAS EXTRA MERRY
Give yourself an early Christmas present by booking a consultation with a Financial Adviser in November and be in a draw for an awesome Christmas shopping.
Book your consultation until 13 December (inclusive) and be in a draw to win $800 cash or a gift card from a business of your choosing.
We will announce the winner on 16 December 2024.
What you can expect from this consultation: a clear plan to boost your wealth and reach your financial goals.
You might be thinking you are just booking a consultation but what you are really investing in is a thorough analysis of your situation and most importantly, getting a strategy to achieve your financial goals.
You want to put the money you have, to use, in a way that is going to grow your bank account balance and maximise the returns in the shortest amount of time possible. You will be meeting with our director Maria Temnyuk and, in your call together, you’ll learn how.
If you are already in, let’s transform your financial future within the next 24 hours.
We’ve helped hundreds of our clients achieve exponential results by answering questions and solving problems like:
-
I have $10,000/ $100,000/ $1m in my savings – Should I invest it in property, shares, start a new business, pay off my mortgage or even spend some of my lifestyle goals like travel or a new car?
-
Are our investments performing at the level that will allow us to achieve our goals or can we do better?
-
Am I on track to achieve my financial goals or what additional things should I do to achieve them?
-
How can I pay off my home loan or consumer debt faster (credit cards, student loan, personal loans, car finance etc)?
-
How and when can I generate passive income so I can work less or stop working completely?
-
I am bad with money, I earn a good income but don’t feel like I am utilizing it well. Can you help?
-
How do I secure my retirement?
-
I think I need a proper financial strategy, can you help?
-
I am a big spender and a shopaholic, love the finer things in life so I want to maintain that but also build a 7-figure investment portfolio. Is there hope for me?
Spoiler alert: This is Maria’s personality and she believes in having it all.
So yes, let’s get you that new BMW, a Chanel bag and a $2m in your investment portfolio. It is time to stop reading books (that are for people in the US and not even NZ), asking your family for advice (what worked for uncle George in the 80s will not work for you) and seeking financial advice in private Facebook groups (borderline dangerous).
You can do better than this. Just like you wouldn’t trust an online influencer to cure your illness or someone from the street to fix your wiring, placing the same importance on your finances is a no brainer.
If you are ready to uplevel your money game then book here.
If you are the kind of a person who needs to know more information and feel more comfortable read on below.
Here is how the consultation works:
What happens during the consultation:
-
We will have a chat about what it is that you want to achieve or problems to solve. We will also help you price up your goals. For example, you may want to be financially independent by 55 years old but you don’t know how much wealth you need to have to provide you with that. Don’t worry, we will put a number on that.
-
We will analyse what the gap looks like based on what you already have got going and where you want to be at. We will tell you how you can achieve your goals and in what time frame.
-
We will calculate your income surplus and demonstrate how you can allocate your money in a balanced way to achieve your exciting financial and even more exciting lifestyle goals. If you want the adviser who will tell you to lead a boring life for the next 10 years just so you can pay off the home loan, we are not that.
-
We will explain what you can do smarter without working harder so your money can stretch further. Some things literally take minutes to fix and you can make hundreds of thousands of dollars more.
-
If you are wanting to buy your first property or an investment property, we will give you an idea of the budget and even examples of properties that could be right for you.
-
We will recommend what types of investments are suitable for you and how much it would be costing you on a weekly basis.
-
At the end, we will share with you how we can work together, what the next steps look like (who knows, you might become a property investor 6 weeks later) and our fees.
Please note that you won’t have to make a decision on a spot whether you want to work with us or not, although most decide right away. If you want to DIY it or get a second opinion, we shall part as friends.
