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Money Mastery Mentoring Sessions
Join Matt Hern CFP for a conversation about you, your money and how you can move further on your journey of money mastery towards financial independence.
The Money Mastery Mentoring sessions are general information and education, with the agenda set by you.
Ask questions about money related topics you want to learn more about
Be guided on how to get your cash flow under control (if necessary)
Uncover hidden gaps in your current financial management that could be costing you thousands of dollars
Cover all the areas you need to prepare and understand before you seek personal financial advice
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You don't need to have saved any money to start mentoring - if you use money then that is enough for you to be able to get value.
In fact, if you don't or haven't been able to consistently save money then that's a terrific reason to start Money Mastery Mentoring. Consistently saving is the essential fundamental behaviour to creating wealth.
Outcomes We Work Towards Together
You set the agenda, so we will work towards the outcomes you define in the first session.
Some outcomes you may consider include:
Clarification of your vision for your current and future lifestyle
Identification of key short term strategic milestones
Uncovering hidden gaps in your current financial management and strategies (Or identified in your online Financial Health Check-up)
Initiation of best practice habits for controlling your cash flow
Education and guidance on areas through the goal setting and gap analysis. (Potential topics are listed below.)
Creation of a next step action plan to money mastery
Learning more about a specific financial strategy or investment type you’ve heard of
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Here's what recent clients have said about their session:
"Matt Hern is easy to talk with and in contrast to my perception of
financial planners, he listens to his clients and finds options and solutions that suited our needs.
His guidance was simple, sensible and practical and helped my husband and I to make some clear decisions for our financial future. If you would like to plan for the future I would recommend you talk to him
too."
Dr Kathleen Franklyn (PhD)
Business Coach
-your success catalyst
Alicia Curtis
Read more testimonials from delighted clients...
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Potential Topics
Listed below are some of the strategic areas often requested in these Money Mastery Mentoring sessions:
- Cash flow management
- Debt management
- Superannuation choice and optimisation
- Non-superannuation investments
- Leverage through gearing
- Risk identification & safety nets
- Savings plans for short term goals
- Education savings plans
- Risk tolerance and investment risk profiles
How To Book Your Session
Money Mastery Mentoring is available as either:
Contact us to book your session or start by completing an online Financial Health Check-up.
Important Note
Please note that the mentoring sessions are NOT personal financial advice. In the language of industry lawyers, the sessions are general education, information and coaching. It's everything you need to know BEFORE you pay for personal advice.
Personal financial advice is available as a separate service on a fixed fee basis. Learn more here.
You can download a copy of our Financial Services Guide here.
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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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