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WHY FINANCIAL COACHING?

Relevant employee benefits are essential in today’s economic and job market to attract and retain top talent.

Around half of Australians are stressed about money and those who are take around six extra days off work each year. Employee Wellness Programs have shown to increase productivity by 31% and reduce absenteeism by 34%, with an ROI of around 2.3-14x depending on your industry.

Greater employee financial confidence leads to greater overall workplace success, wellbeing and productivity.

PRICING

  • Delivery: online coaching sessions
  • Mode: eLearning
  • Length: 3 hours
  • Price: $99 + GST per person
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PRICING

  • Group Coaching: Team based
  • Delivery: Virtual
  • Length: 3 hours
  • Price: $4,500+ GST
  • Recommended class size is 12 participants
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FINANCIAL COACHING BENEFIT PROGRAM

Yearly subscription packages available. Pricing dependent upon number of employees.

1:1 Financial Coaching available on fee for service basis at $250 per hour.

SESSION ONE

Assessment of debts, income, living costs. Clients can see at a glance their actual financial situation. Homework: cashflow spreadsheet

SESSION TWO

Key short term cashflow strategies explored and initiate actions. Next pay is planned against expenses for up and coming pay period.

SESSION THREE

Long Term wealth creation and wealth protection strategies explored.

THE FINANCIAL COACHING PROCESS

STEP BY STEP COACHING PROCESS:

We follow a very successful step by step process that allows each client to:

  • Fully understand their own financial situation.

  • Comprehend the options that are available when in financial distress.

  • Understand short term strategies to improve cashflow

  • Long term wealth creation strategies

  • Decide an appropriate course of action.

  • Implement that action to create the change in their circumstances & follow up

SESSION 1: INITIAL ASSESSMENT

  • This appointment is aimed at preparing a preliminary spreadsheet for the client to understand their current cashflow and financial situation.

  • It will provide the client with a concise list of debts, income & living costs.

  • Immediate options available to them to improve cashflow are presented to the client at this time.

  • Outcome: The client can see at a glance their actual financial situation and start to understand the direction necessary to take to improve their day to day financial situation.

SESSION 2: SHORT TERM CASHFLOW STRATGIES

  • Clients are provided with information on the range of options available when a person experiences financial distress

  • Appropriate solutions for differing personal situations to improve cashflow

  • Clients are stepped through the method of ‘pay planning’.

  • How to plan income against their expenses for the upcoming pay period and to ‘prepay’ bills where possible to create ‘consistency’ in cashflow

SESSION 3: LONG-TERM WEALTH CREATION

  • This session is aimed at clients understanding the key long-term wealth.

  • Clients learn about how much money is required for retirement.

  • Clients learn about risks in reaching retirement savings goals.

  • Clients are provided with a checklist of key items to investigate to initiate long term wealth creation

  • Client gains understanding of their financial situation and key changes needed to improve short term cashflow and obtain long-term financial security

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