Future Growth Session
$495.00
1 x 90 Minute Session
- 8 Psychometric Tests
- Credit Report Review
- Full Budget Planner (to be completed by the client)
- Wealth Blueprint (to be completed by the client)
Just starting out and needing direction or additional sessions for clients in the future to reconnect and build on their growth. We review your goals and what you have achieved so far, celebrating the wins and addressing major life changes to understand how this impacts your path to financial freedom and true wealth creation. You will have access to the Budget Planner and Wealth Blueprint to complete when you are ready. If you wish to complete the Budget Planner and Wealth Blueprint with a coach please invest in either the Wealth Blueprint Program, Money Mentorship or IFS Property Mastery Mentorship Program.
This powerful session will answer your questions regarding all things finance and investment from an unbiased independent expert. Pete is a former Certified Financial Planner (CFP) and former SMSF Specialist Advisor (SSA) and a current Mortgage Broker, ICF Coach, Real Estate Agent, Collaborative Practice Practitioner (Divorce and Separation) and Holistic Health and Wellness Coach. His MBA and Master of Marketing further support his 20+ years of professional experience.
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