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What You Get As A Wealthyfrog Client |
Financial Coaching
- You get your own dedicated Wealth Coach
- A personalised financial development program
- Five intensive coaching sessions with written summaries and action plans
Financial Education
- Admission to 10 Advanced Investment Seminars
- Information Packs and relevant Fact Sheets for each coaching session
- Monthly newsletters full of tips and mentoring on making the most of your money
Financial Mentoring
- Unlimited access to your coach by email or phone
- Someone working for you who is going to keep you on track
- Your coach is a financial expert with a lifetime of investment experience
What you will NOT GET from Your Wealth Coach:
- You will not be sold properties, investments, mortgages, insurance policies or superannuation funds
- You will not be told what to invest in, or how much to invest
- You will not get decisions made for you
- You won’t be left to your own devices
- You will not get biased mentoring
- Mentoring on investments or strategies that are outside your comfort zone.
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