Financial Freedom

The Financial Freedom Puzzle

Your key to financial freedom

It doesn’t matter where you are at right now, we will take the time with you to help map a pathway for you to reach and achieve your own financial freedom, by providing our professional financial coaching and planning services. When you spend time with us, we want you to feel confident of a much brighter financial future to look forward to. We are a team of passionate and dedicated financial planning and coaching professionals who are committed in helping families financially, individuals in financial hardship and anyone who wants to get ahead financially throughout Brisbane Queensland and, for that matter, Australia!

We don’t just make systematic plans. We don’t just want to change your super or investment products. We don’t just want to give you a budget, manage your money for you or get you a month ahead on bills. We are here to listen to what financial freedom means to you. To provide you with guidance based on our rich wealth of knowledge, let you know your options and give you the tools to ensure you can grow financially. We provide financial planning and coaching services for our clients to enable them to make smart decisions when it comes to areas such as paying off debt faster, saving money, investing, retirement planning and Centrelink. We offer a range of services that can help nurture your financial growth and security. As a full service financial planning and coaching firm, we ensure you have a positive and fulfilling experience with us and that you actually get ahead financially.

Financial Coaching

Financial Planning Qld offer 3 Stages of Financial Coaching. We will move you from Stage 1 through to Stage 3 over time and as you become comfortable and ready for the next stage. Every client moves at their own pace and no one is rushed. Whilst we usually recommend that people come on board at Stage 1, you may come on board with us at Stage 2 or even Stage 3 (ie, skip Stage 1 or 2) but only if your Coach agrees that you are ready to join us at that level.

Stage 1: Taking Control

Stage 2: Rapid Equity Growth (REG)

Stage 3:  REG Accelerated

Steps to financial freedom

Taking Control

Stage 1

Enjoying your life. Living life with financial freedom

Giving you confidence to enjoy your life whilst being focused on your big picture

We will guide, mentor and support you to…

  1. Plug the holes in your cash flow
  2. Provide you with money saving tips
  3. Ensure that every dollar has a purpose
  4. Personalised wealth coaching by means of regular catch ups with your coach
  5. Hold you accountable to ensure financial success
  6. Regular, complete wealth & cash flow reports

Rapid Equity Growth (REG)

Stage 2

Rapid Equity Growth (REG), stage 2, takes all of “Taking Control” PLUS…

  1. Strategic Advice by means of Personal Financial Planning
  2. Access to our Model Portfolio
  3. Rapid Debt Reduction Plan to become debt free
  4. Risk Management
  5. Smart allocation of surplus cash to debt & savings
  6. Returns higher than bank interest on savings
  7. Basic Will

Giving you choice sooner than you think on

being debt free
buying first/another property
continue to invest
or ALL of the above

Enjoying financial freedom with friends

REG Accelerated

Stage 3

Enjoying a financial free lifestyle. Working less

At this stage which we call REG Accelerated, includes all of REG plus the capability to…

Create Investment Income
Accelerated Debt Reduction
Accelerated Net Worth

For more info on financial freedom and the increasingly popular REG, give us a call on (07) 3162 1449 for a FREE 15 min chat with our principal financial planner or fill out the enquiry call back form here and we will get back to you as soon as we can – which costs nothing!

Financial Planning Qld PTY LTD (ACN 646 136 030), trading as Financial Planning Qld is a corporate authorised representative No. 1289377 of Insight Investment Services Pty Ltd, Australian Financial Services License No. 309996

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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Financial Advisor Brisbane Office

Phone:
07 3162 1449

Brisbane Office:
9 Shakespeare Street
Coorparoo, QLD 4151

10min from Brisbane CBD – free parking