Stop spending, see results

Client: Mandy

What were their challenges:

Mandy was busy earning a substantial income with very little to show for it.

What did they overcome:

My client has improved some rather terrible spending habits and is now investing her surplus income. She also has clear goals which align with her values and a long term wealth management plan to work towards.

How did I help:

The biggest impact for Mandy was the ongoing financial coaching. She wanted to make some positive changes but was lacking the self control to do it alone. We set up a regular investment plan which captured her surplus before it could be spent, and mapped out a long term savings and investment strategy to work towards taking a year off from work. She also had an additional financial goal to purchase an investment property. She now has a very healthy Investment and savings account, and is on track to purchase the investment property shortly.

What did they learn that I can share:

It doesn’t matter how much you earn if you don’t have a plan for your money it will disappear with nothing left to show for your hard work.

I see myself as a financial coach. I coach people to help them uncover what they truly desire and map out an investment plan to maximise the probability of those things being achieved.