Our services give you peace of mind, allowing you to focus on the things that are important to you, and which will help you make a difference in your world.
We take a different approach to financial planning.
In our years of experience in advising clients we know that having lots of money isn’t the ultimate goal – it’s simply a means to an end.
The most important goal for our clients is feeling that they’ve lived a happy and fulfilled life. The kind of life where they’ve experienced fun things, had meaningful relationships with family and friends, grown as an individual and ultimately, feel like they’ve make a difference in their world.
And that’s where we come in. We help you decide on the things in life that are important to you and that if you achieved them would enable you to feel like you’ve done something in your life of great purpose and significance.
Creative Commons License photo credit: herbstkind
We’ll spend a lot of time in our initial meetings getting to know you and gaining an understanding of what you want to achieve – your goals, dreams and hopes for the future. Once we understand the type of life you want to live, we’ll suggest financial strategies that could help you achieve those things that are important to you.
You choose
When working with Impact Financial Coaching, you have two levels of service to choose from – Impact Premium and Impact Essentials – both personalised services but with different levels of our involvement.
In this section you’ll find more information about the services we provide, and the value they can create for you and your family. You’ll find information on the different service packages we offer, the financial planning process we follow, and a general overview of our fees and the payment options we offer.
Find out more about our introductory financial advice packages. This page will detail the options you have when you first request financial advice from us.
Find out more about our ongoing financial advice packages. This page has information about our ongoing financial service packages. We believe in the importance of regular reviews to help you reach your financial goals and and provide a couple of ongoing service options you can choose from.
Whichever option you choose, we offer an obligation-free initial appointment which allows you to get to know us, and helps us to get a better picture of how we can help you in your financial journey. Please contact us on 08 8364 0066 to find out more.
