Purse-onal Trainer

Feeling like your financial affairs are a little out of shape? It’s not surprising, given that so many of us seem to go it alone when it comes to our finances.

In my experience, most people put off seeing an adviser, thinking they should be able to do it themselves or that they should at least get their finances looking ‘healthier’ before consulting a professional. It’s the same as feeling that you want to practice your push-ups before going to gym or boot camp, or the need to clean the house before the cleaner comes!

Just like a personal trainer, a financial adviser can give you the kick start that you need. By procrastinating or taking a DIY approach, you may risk further damage to your financial health in the long run.

Your financial adviser studies hard to keep up with new laws and legislation and every change in the economic environment. Rather than chop and change, or follow the latest fad, our recommendations are based on deep research and are intended to help you achieve your personal best.

The truth is, I love the satisfaction that comes from helping people set goals and stay motivated and on track to achieve them. I’m passionate about helping people make informed decisions about money to achieve everything that they are capable of.

Sure, we could all try to look after our own advice needs, but it’s hard to know the right path to choose, and how to keep at it when the going gets tough, without regular contact with someone whose sole aim is to help keep you on track.

Life changes regularly, with new jobs, new family, inheritances, retirement, new goals and aspirations. If you’re feeling worried about your financial plan, or something in your situation has changed, it’s time to call your coach for some one-on-one advice.

Like the road to peak physical fitness, the path to financial health isn’t a quick fix, but rather a process requiring strong discipline and patience. A personal trainer may be just what you need to get on the right track and keep you there!