Financial Education

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What You Get As A Wealthyfrog Client

Financial Coaching

  1. You get your own dedicated Wealth Coach
  2. A personalised financial development program
  3. Five intensive coaching sessions with written summaries and action plans

Financial Education

  1. Admission to 10 Advanced Investment Seminars
  2. Information Packs and relevant Fact Sheets for each coaching session
  3. Monthly newsletters full of tips and mentoring on making the most of your money 

Financial Mentoring

  1. Unlimited access to your coach by email or phone 
  2. Someone working for you who is going to keep you on track
  3. Your coach is a financial expert with a lifetime of investment experience

 

What you will NOT GET from Your Wealth Coach:

  1. You will not be sold properties, investments, mortgages, insurance policies or superannuation funds
  2. You will not be told what to invest in, or how much to invest
  3. You will not get decisions made for you
  4. You won’t be left to your own devices
  5. You will not get biased mentoring
  6. Mentoring on investments or strategies that are outside your comfort zone.

 

financial education

 

  financial education events
 
Wealthyfrog AFSL Pty Ltd,   AFSL Number 276895   ACN 101 092 228