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Financial Speaking and Engagement

Our Power Retainer package is ideal for individuals who are READY to make drastic changes where needed and are willing to look DEEP into their current financial behaviours in order to reach their goals.

What's Included:

  • Monthly Income & Expenses Analysis for the current month and subsequent two months
  • 12 months Personalised Financial Plan
  • 3 months of variance analysis against Actual Income & Expenses Vs Budget & Forecast
  • Personalised Debt Repayment Plan
  • Personal accountability for three months to achieve your financial goals
  • 3 X 60 minute monthly catch up calls
  • Sessions are conducted via Telephone or Zoom