GAME OF LIFE STARTING MONEY PROFESSIONAL

Apart from implementing smart and strategic advice that benefits you financially, the most important service we provide is our relationship and ongoing service, which means a trusted reliable professional you can call when you need to.Į stands for Effective Debt Management. Is your super the best it can be? Did you know that the potential difference between a super balance invested moderately versus a super balance invested in high gross assets over a 30 year period can be in excess of 1 million dollars? Its worthwhile taking the time to understand what this could mean for you.į stands for Foundation support service and team. For example, do you have a legal will that reflects your current intentions and has guardians appointed for your children? Do you have an enduring power of attorney to cater for unforeseen circumstances. Quite simply estate planning is all about getting the right people and money in the right hands at the right time according to your wishes. Which gives you the peace of mind so you can focus on enjoying life.Į stands for Estate Plans in order. We help get the cover in place to protect the most important things in life, you and the people you care about. P stands for Protect your family with life insurance, total and permanent disability insurance, income protection insurance, trauma insurance, Business insurance, Professional Indemnity Insurance, Buy Sell insurance, Motor vehicle insurance and home and contents insurance. Understanding your goals, ensure your estate plans are clear, review how long your money will last, maximise income streams and possibly use the CARE Investment philosophy to reduce risk in retirement. Homebase is for those that are ready to Retire in Style. Review and refocus all your goals and ensure its on target. We examine all wealth creation and preservation strategies. Moving to second base is a wealth creation plan we call Pathway to Wealth ®, this program is for people who are looking to accelerate their wealth through various strategies such as investments, superannuation, maximise cashflow, tax planning etc.Īfter successfully completing the Pathway to Wealth ® program we move onto 3rd base, Countdown to Retirement. Our aim is to get them to take action and move to first base, set the PERFECT Foundations. Most people start off with no direction, no plan and no strategy. The Game of Money ® was created as a communication tool to help simplify the financial journey using the four bases of a baseball diamond for a reflection of the various stages within the financial journey. We use the Game of Money ® to help describe the different stages of a person’s financial life.

Game of life starting money