We’ll give you a step by step guide to execute the actions from Your Wealth Plan and we’ll get you started by setting up or modifying all of Your Wealth Foundations including:

• Home and investment loans
• Credit cards
• Savings and spending accounts
• Superannuation funds (industry, corporate & personal)
• Life insurance policies
• Legal agreements (referred to a Legal Professional) and
• Your Investments (property, shares, managed funds etc)

For the first three months we’ll also track and review your spending to make sure you get on target, and stay on target and your making your wealth work as hard as it can for you.