Supporting your teams to get financially fit in the workplace
Access resources like The Systems For Financial Success webinar & a discounted consultation with an enable.me financial coach. Complete the form below to get a discounted consultation for just $115 (usually $400) if booked before 5pm Friday the 17th of March.
The Systems For Financial Success Webinar
THE SYSTEMS FOR FINANCIAL SUCCESS
Book your consultation with an enable.me coach
Partnerships | Southern Cross Hospitals
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What’s included in my 90-minute consultation?
We all start our financial journey at different stages. We have different tendencies, wealth levels, timeframes, and ambitions. No matter where you’re starting out and where you want to end up, enable.me can help.
Your initial consultation with an enable.me financial adviser is designed to get a better understanding of where you are now and what your financial goals are to see how we can support you on this journey. It’s split into four parts.
Part 1: Diagnosing your situation
We start by understanding your money story, your money values, and your current money mindset. We assess your financial strengths and tendencies, the areas you need to work on, and your areas of opportunity.
We’ll look at what your own, owe, earn, spend, and save. If you have a mortgage, we look at the speed at which you’re currently repaying it, and whether there is room to improve this. If you have investments – whether in property, shares, or managed funds – we look to understand the story behind those investment decisions, before assessing if they remain ‘fit for purpose’.
Knowing all this helps us diagnose your starting point and wealth position.
Part 2: Analysing the opportunities
Once we have a good idea of your current financial performance, we will benchmark this against where it needs to be for you to reach your financial goals.
We will show you your current ‘financial default’ – where you would likely end up if you don’t make any changes, and whether your current efforts are enough to achieve your financial goals and unlock your full wealth potential.
We will identify areas of inefficiencies (or fritter) and overlay our proven methodologies for saving more and repaying your mortgage faster (if applicable) to see where baseline improvements can be made.
Then we consider your wealth plan, and whether your money is working hard enough to ensure you are on track to retire on your terms.
Ultimately – we identify the key problem you’re trying to solve, and the actions you can take to improve your situation.
Part 3: Recommendation
Once we know where you’re at and what you could be capable of achieving, we’ll show you
- how you could be working smarter,
- how you could make your money work harder
- what you should be doing to maximise the probability of success
- the sequence of actions needed to create the biggest impact, and
- how every decision your make affects your ability to meet your financial goals.
We’ll discuss a high-level game plan for what you need to do and when to achieve your financial goals. Depending on your situation we’ll also show you a projected mortgage repayment target, what you need to save for retirement, and your options for growing wealth fast and closing a retirement gap.
Part 4: Share what happens next
Once we know where you’re at now, where you want to be, and how we can help you get there faster, we’ll give you a rough outline of what the next 12 months will look like when you sign up for an enable.me programme. Depending on your overall situation, you may require a quick ‘tune up’ or a more intensive programme of support to unlock your potential faster.
We’ll send a summary email outlining what’s been discussed and our programme recommendation.
Once you’ve signed the dotted line, we can get started on helping you secure your financial future.
The enable.me programmes
Focus on the goal you want to achieve when you sign up for an enable.me programme. Each programme is built around a particular theme – whether you’re trying to get ahead, pay off the mortgage or begin your investment journey. Here’s a selection of the programmes we offer.
Find your focus
Build the foundation for financial success by getting in control of your finances and achieving your financial goals.
Master your mortgage
Pay off your mortgage faster to save thousands in interest and have money to direct towards growing your wealth.
Get ambitious
We’ll show you how you can become more ambitious and use leverage to meet your wealth growing goals.
Maximising momentum
Build momentum in your wealth journey with investments to secure financial security and freedom of choice.
Future ready
Put a plan in place that gives you the confidence you’ll be on track to retire how you want when you want.
Hear what our clients have to say about their experience with enable.me
