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CASE STUDY
Diane, 31, is a client of Wealthyfrog’s Brisbane city office.
“My first session was amazing,” she said. “We went through my goals and looked at budgeting, working out where my money was going and what I should be spending money on. We looked at planning for the future, covering insurances and wealth creation fundamentals, among other things. “John has set up a process where I will be credit card debt free in 18 months! John's plan doesn't ask me to pay anymore than I was already attempting to, and frees me from a $9000 debt that I thought I would carry for life. The new financial structure also helps to me keep paying the additional funds without going into debt elsewhere. Who knows how much money this will truly save me, not to mention the ongoing stress.” Diane estimates that she will easily recoup the cost of her membership in a very short space of time. Beyond that, the only limit is on her enthusiasm. “In addition to the face to face appointments and seminars they provide a raft of educational material,” she says. “And it’s not just about the money. It’s about the peace of mind and knowing that I’m in control of my financial future. All my friends will be hearing about them.”
Wealthyfrog offer
Complimentary Wealth Coaching Sessions
for those interested in improving
their current position.
Simply call 1300 852 664
to book your Session
 
CASE Study
Richard, 28, has always been goal oriented but in his own words “has never been all that good with money.” A real estate sales and marketing consultant, Richard admits that he often earns a good income, but often spends well too! Approximately four months ago Richard became a client of Wealthyfrog’s Brisbane city office. “I had reached a stage in my life where I realised that I needed to start building wealth,” explains Richard. “My sessions with Wealthyfrog have taught me how to become money minded.”
Since becoming a Wealthyfrog client Richard has learnt how to manage his cashflow and has developed budgeting strategies to smooth out the peaks and troughs of his commission-based income stream. This in turn has given him the confidence to realise a long-held goal and he has recently purchased his first investment property.
“There’s a great benefit in having an advisor – an unbiased mentor – who I can email or telephone and use as a sounding board,” he says. “I look around at people who are ten years or so older than me and who are sitting comfortably. That’s where I want to be.”
Wealthyfrog offer
Complimentary Wealth Coaching Sessions
for those interested in improving
their current position.
Simply call 1300 852 664
to book your Session
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