Money Consultation

Do you have cash flow management problems and struggle to get through the month, battling to make ends meet?

A Money Consultation will help you with the fundamentals of money management. You will be given simple action steps to help you gain control and confidence around your financial position to help you sculpt your financial base.

A Money Consultation includes:

• assessing your current financial position and goals
• income and expenditure (including debt)
• improving your current money habits: spending and savings
• creating a budget
• creating a savings plan
• financial cover/protection
• strategies and tools to move forward and stay on track

With a Money Consultation you will receive:

• action strategies to create a financial foundation
• the Acumen Budget Planner - money management system
• a notebook

Money Consultation 1 on 1 with Sarah van der Spuy is charged at  $175 + GST.

Financial Consultation

Have you got surplus cash? Are your basics sorted, but you aren't entirely sure you are doing everything as well as you should? Once you have developed your financial base, it is time to start building upon your foundations to create long-term wealth.

You need advice on:

• helping you achieve your financial goals
• retirement planning
• property investment
• which investment options are best suited to your needs
• review or development of a financial strategy
• any issues to do with your financial affairs

A Financial Consultation will help you design an investment strategy to not only maximise what you have, but to help you effectively reach your short, medium and long-term goals.

A consultation with Lisa Dudson is charged at $350 plus GST