Our Program
What will you learn from The Money Game?
Clients usually meet with us as they have a burning issue they need to discuss - sometimes this might be a home loan they cannot control, or a credit card which just won't go away. Sometimes it may be as simple as just wanting to make sure they are getting the most out of their situation, We will always start with any initial issues, but over the course of 6-12 months, depending on how quickly you can work through the tasks at hand, we cover:
Understand your money
Basic budgeting and cash-flow management
Thinking ahead
Goal setting and planning for you and your families future
The Banking system
What’s great and what’s definitely not
Disclaimers and PDS’s
What they are and how to decipher them
Financial Wellbeing
What is it and how to get more of it
Professional advice
Where to get it and when you need it
The 10 steps to poor wealth
The big mistakes we have seen over and over again
Diversification and assets classes
What really are they...and does it matter
Insurances
What are the different types and how they work together
Superannuation in Australia
How to make the most of it
Estate Planning
Wills, POA's and how this protects you and those you care about
Of course this is not an exhaustive list, and we are happy to help any clients who may have specific questions regarding real estate, retirement income streams or any other aspect of financial management.
How we do what we do...
Learn at your pace....
When building The Money Game program, it was important to us that it fits in with your lifestyle. We are all busy with daily life, so the last thing we wanted was a system which became a burden for people, rather than a valuable program where you will actually 'feel' yourself gaining control of your destiny.
So, what are the program aspects...?
- We work with you at your pace. Generally we expect that you will work through all the modules in 6-12 months.
- It is not essential, but where clients are married or in a long term relationship, we prefer to work with both partners. It's important to us that everyone is heading in the same direction where possible!
- We do this through a number of face to face meetings (depending on location), along with email/txt and Skype follow ups on a regular basis.
- We will provide you with specific research documents developed by The Money Game, to allow you discover more about your money...where it is, what is doing, and what is it costing you.
- At the conclusion of the program, you will be invited to join our TMG community where throughout the year, we will provide you with information relevant to all you have learnt. This may be in the form of a State or Federal Budget summary, or some changes to Tax or Superannuation being considered by Parliament...or perhaps some commentary about a new TV ad designed to separate you from your hard earned money!!
