The Advice Process

I am passionate about helping you have the money and time for what’s important to you, now and in the future.

To that end I partner with you to help you make more money with less effort. Said another way, I help you be more effective and efficient with your money and wealth creation. In this way you’ll have more time and energy for what’s important to you.

My process for partnering with you includes the following steps (and more):

• Understand what is important to you (your values)
• Help you define the lifestyle goals along your journey
• Create a comprehensive strategy for your cash flow and assets to achieve those goals
• Create a complimentary strategy to erect a safety net under your current lifestyle and future lifestyle dreams
• Identify (research and select) products that support your strategies
• Guide and support you in implementing the strategies
• Support you in sticking to the plan along your journey. Working with us is not a once-off - it is a continuing partnership.

The process of creating and implementing your initial plan occurs over a number of meetings. Once your plan is implemented you can choose from a number of packages for how you want to work with me in checking your progress and tweaking your strategy as life evolves.

Call now to book your initial meeting to share your goals for your money and lifestyle.

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Matt Hern trades as FINDRE
(Empowered Wealth Pty Ltd t/as)
ABN: 21 592 525 720

Phone: 08 9467 7320, Fax: 08 9463 7848
PO Box 259, Bull Creek, Perth, Western Australia 6149, Australia
Website: www.MattHern.com.au Blog: www.Money-Guide.com.au

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