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What does it take to achieve your financial goals?

There are 4 main stages where we help you get closer to the achievement of your goals.

Dream In the first two meetings, we will help you establish your personal values, and encourage you to dream. Most people have never taken the time to fully discover what is important to them, which often makes this an eye-opening and revealing exercise.

Believe Through financial modelling we stress-test your goals, help you establish what is achievable, and what it will take to achieve your goals.

This process is invaluable as ‘seeing is believing’. The modelling output is very visual, which helps to crystallise your dreams into clearly defined targets.

Putting your goals in print also creates a sense of accountability.

Plan Once we have a blueprint of what you would like your life to look like, we prepare your personalised plan.

This includes specific recommendations regarding tax planning, risk management and wealth creation strategies. We prefer simplicity over complexity.

Act A plan is worthless unless it is acted upon. We will implement as much as we can on your behalf, and will hold you accountable for your own action plan.

Only consistent, disciplined action will get you closer to the achievement of your goals. We add significant value in this stage of the planning process.

If you feel like you are not making any financial progress and want to take control of your own financial destiny, please contact me on 08 9381 2704 to book an appointment.

Disclaimer: Yves Schoof and Affluence Private Wealth are Authorised Representatives of Synchron, AFS Licence No. 243313. The information posted is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making a decision.


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