- Engaging an experienced Wealth Coach is a quick and intelligent way to accelerate your wealth potential. Michael helps people identify wealth-building opportunities and then craft and synergise strategies to develop their own unique personal Wealth Plan.
- Budget-conscious individuals and couples who want to develop their own personalised wealth creation plan are comfortable working in a group environment to reduce consultancy costs.
A group approach to developing your wealth plan in a workshop environment. In the workshop, you will:
- Learn how to understand your current financial “big picture” using the documentation you gathered before the workshop.
- Understand the different life stages and which one is most appropriate for your plan
- Consider what professional help may be required for your plan, i.e. whether it may be a good idea to engage a lawyer, accountant, financial planner, mortgage broker or real estate agent before finalising your plan.
- By the end of the day, you will have compiled your draft action plan, which will be yours to take away from the workshop
- Lectures 0
- Quizzes 0
- Duration 1 day
- Skill level All levels
- Students 20
- Assessments Yes