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Financial Concierge

Our Financial Concierge package is for individuals who are looking for support across all aspects of their personal finances. If you don’t have time or tend to put off looking at your finances for too long and can no longer afford to, let us manage your finances. This way, you can spend more time on the activities you’re really passionate about. 

  1. Understanding what it takes to build an excellent credit score
  2. How to successfully pitch for investments
  3. Business Coaching
  4. Business Strategy for scaling to your next income goal
  1. The Mindset of Abundance Creation
  2. Identifying & Dissolving lack based beliefs
  3. Becoming the version of yourself who has it all
  4. Letting go of emotional resistance
  5. Integration of the actions & confidence that ensures success
  6. Removing Anxiety & Habitual Money blocks

What's Included:

  • Financial Overview of Current Finances (Past 12 month)
  • Bespoke Financial Strategy Plan to Increase your Income
  • Weekly Tracking and Personal Accounting
  • Budgeting and Forecast Planning
  • Email / Paperwork Support 5 days a week
  • Weekly Check – In’s
  • Debt Repayment & Credit Builder Plan
  • Financial Accountability
  • Sessions can be conducted In Person, via Telephone or Zoom