In today’s evolving economic landscape, planning for your financial future can be challenging. Our Customised Investment Planning Consultation is designed to help individuals create an ideal investment portfolio that aligns with their desired lifestyle. This service focuses on developing a personalised investment strategy tailored to your unique financial goals and circumstances.
What to Expect During the Consultation
You will benefit from a structured approach that includes the following components:
1. Review of Your Financial Evaluation Questionnaire: Prior to the consultation, you will complete a detailed questionnaire that covers key aspects of your financial situation, including your lifestyle aspirations and goals. This information enables the coach to tailor the session to your specific needs.
2. Money Archetype Quiz Review: You will also take a Money Archetype Quiz to identify your unique relationship with money. Understanding your money archetype offers valuable insights into how your financial conditioning influences your decisions.
3. Two 90-Minute Virtual Sessions: The consultation consists of two 90-minute virtual sessions. The first session focuses on fact-finding, where you engage in an interactive discussion with the coach about your current financial position and aspirations. The second session outlines a clear path forward based on the insights gathered.
4. Structured Investment Portfolio: With the guidance of the coach and an independent financial advisor, you will develop a diversified investment portfolio that includes local and global options, designed to fund your lifestyle and achieve your desired goals.
Taking control of your financial future is an empowering journey, and our Customized Investment Planning Consultation is here to guide you every step of the way. By understanding your unique financial landscape and aspirations, we equip you with the knowledge and tools needed to build a robust investment portfolio. With a personalized strategy in place, you can confidently work towards achieving your financial goals and securing the lifestyle you desire. Start your journey with us today and take the first step towards financial empowerment!