What Is 'Financial Coaching'?
1/ Financial Coaching is building a strong financial foundation to personally prosper.
The greatest challenge for many people in building a strong and secure financial foundation is education to do it the 'right way'.
The amount of information available overwhelms many people and coupled with this are the 'silver bullet' strategies that you can read about in 3 minutes which promise instant success the moment you start to do them. Add to this the 'advice' people freely give in their social circles and what you read on social media — you could be forgiven for wanting to dismiss it all with healthy scepticism and put off the hype and try to manage it yourself.
This is where 96% of my clients are when they first come to me, trying to navigate the myriad of options and trying to figure out 3 things:
1/ A proven way to manage their finances and build a strong and secure foundation.
2/ Keeping it simple so their Saturday evenings are not spent spreadsheeting budgets and details that roll their eyeballs up to the back of their head.
3/ Using a simple system that covers ALL of their finances and is simple to maintain and report on so you know exactly where your finances are anytime.
2/ Who am I and what is my authority on this?
I work as a Financial Advisor for Expat Professionals in the Asian region. Specifically in China, Taiwan, Hong Kong, and Mongolia. I've also worked as a Financial Advisor in Australia working with over 1,300 clients over a 5 year period on an individual and group basis.
This is a market with over 60,000 professionals from Australia, England, South Africa, and New Zealand.
These professionals see my advice and coaching experience on financial matters every month with my newsletter service and Q&A podcast.
And I have the rare privilege of dual citizenship with Australia and the United Kingdom, as well as qualifications in the Australian and UK financial services industries. Besides the experience and knowledge I bring, I'm also the husband of 17 years to Susanne and father to our primary aged daughter. Family matters.
So I understand the challenges, pressures, and aspirations and hopes of many parents and professionals like you.
One of the things that sets me apart is the mistakes and failures I've made in my career and personal financial choices that have given me a keen insight into the real struggles you encounter. Let me reassure you - you're not alone going through your current challenge. Odds are, I've also experienced some element of it too.
Take a look at my professional career and the experience I bring, both as a Financial Advisor and a Professional Coach with people as well.
3/ What will Financial Coaching potentially do for you?
The Financial Coaching service I offer will give you 3 things:
1/ Education on the correct system to set up and the clear and simple steps on how to do this easily
2/ A support group to answer questions you will have on how to make the best decisions when faced with a challenges or opportunities to build the foundation.
3/ Security and reassurance that the Financial Coaching service builds a foundation that makes it easy to move into Financial Planning to build real wealth.
Every body has to start somewhere to improve what they have. So I've made the first section on Education complimentary to show you the 5 building blocks to setting up your very own Financial Blueprint — no matter what life stage you are in, or what shape your finances are in.
>>> You can access the Foundation Module of tutorial videos on the training site here.