Let’s Empower
Money =
Project Empower encapsulates the essential principles of wealth building, management and money mindset (my favourite) in one, easy to implement, blueprint.
Regardless of your starting point or history with money, this course is designed to transform your relationship with your money through a proven, yawn-free approach to building and managing your cha-ching.
It starts with your
budget mind.
You have big goals and unique aspirations for your life (me too!), and despite your best efforts and “willpower”, typical budgeting systems have fallen short time and time again.
The good news? You haven’t failed, you simply haven’t worked out your unique financial blueprint and had a personalised plan of attack to get you to where you know you can be.
The bad news? Building wealth and achieving financial freedom isn’t luck. It takes you to commit to change and decide you are ready for a different money story. Cue Project Empower.
Learn more about the course here.
Dream
Plan
Do.
Explore my signature program, Project Empower. A six week financial freedom intensive where we work closely together to create your customised financial blueprint.
At the conclusion of the 6 weeks, you will receive your personalised ‘Financial Blueprint’. This is the vision and goals you have clearly set, and the action points for taking you forward in your journey. This customised document is yours to keep and will be your guide to a successful lifelong relationship with your money.
Week One
Understanding your unique MONEY Mindset and establishing aligned goals.
What is your current relationship with money?
• Learn how your attitudes, values, beliefs and experiences influence your behaviour with money.
• Explore why money is important – status and things (negative embedded beliefs can hold you back), vs options in life, facilitating doing what matters to you
• Establish the mindset for financial success: alignment, gaps, linking
Getting clear on your ideal lifestyle, now and the future
• Where you are now vs where you want to be
• Which goals require money to achieve? (hint: It’s usually all of them!)
• See the need, what are your pain points and triggers, how to unfreeze and take action.
Week Two
How to create a spending and saving plan
Discover a Principle-based spending mindset.
We give you a system that:
• Takes away the guess work and some of the decision making that can steer you off course
• Hacks your inbuilt drives to make saving less of a conscious effort
• Manages everything at a different level and let’s your bank accounts do the hard work for you
Learn how to automate your savings – giving you a structure that will set you free.
Week Three
Quantifying the Gap between you and financial freedom.
Have you ever wondered how much your ideal lifestyle costs?
• We will get you to “Know your number’ i.e what you need to achieve ‘financial freedom’
• Understanding the relationship between Risk and Wealth
• Uncover your risk appetite and gain awareness of how your in-built psychology affects your behaviours with money and wealth creation journey.
Week Four
The Fundamentals of Investing.
• How and why people invest
• Types of investments
• The role of time in investing
• The role of your behaviour in investing and successfully building wealth long-term
• Why it is important that your investments match your risk profile and goals
• How risk management can be used in investing
• Investment case studies – from inside a wealth management firm that has 25 years of real-life client experiences
• What is superannuation (and why you should care)
• The “need to know’s” of taxation
• Your biggest, most valuable asset that you have to use right now- it’s not what you think!
Week Five
All about property
• Avoiding the emotional rollercoaster when buying a property
• Finding the right place for you
• Checklist for buying a property
• Property as an investment
• What is “Rent-vesting”?
• The role of debt
• The role of property in a long-term financial journey
Lessons from the coal face- case studies from inside a financial planning practice and mortgage broker office
BONUS MATERIAL
• How to get a better deal on your mortgage
• Moving Checklist – making your next property transition a smooth one.
Week Six
Bringing it all together.
• The get rich quick fallacy and how to avoid it
• The power of reflection and personal accountability:
Automation, tracking, self-review, importance and how to do this
• The money check in guide: A practical structure for reviewing your progress
• Arming you with the tools to start your journey towards financial freedom
• Where to go when you need help
The Blueprint
At the conclusion of the 6 weeks, you will receive your personalised ‘Financial Blueprint’. This is the vision and goals you have clearly set, and the action points for taking you forward in your journey. This customised document is yours to keep and will be your guide to a successful lifelong relationship with your money.
About
Rebecca
LLB B Bus Adv Dip FS (FP) JP
I used to think financial planning and growing wealth was all about the figures, seeking out the highest returns possible and choosing the highest performing assets. From a professional perspective, I believed that technical knowledge and making sure information was delivered in the most detailed and explanatory manner was the most important way to demonstrate expertise and provide the best possible client experience. Basically, I thought that to be successful with building wealth and managing money, people need to be highly educated in the technical aspects of investments and the economy.
After being in the profession for over 15 years, working with clients in practices, and at the corporate and operational levels, in policy, standards and compliance, software and technology development, change management, industry super, change management and adviser best practice training, I now believe that successfully building wealth is about relationships and behaviours.
• Relationship with your money
• Relationship with yourself
• Relationship with those closest to you/who you spend your time with
• Relationship with your trusted advisers.
I have been fortunate in having met a lot of incredible people that I admire, have and have had mentors that have grown my thinking, changed my day to day experience of life, and given me confidence to put ideas and dreams into action. I want to give this back to others, I want others to experience this same impact.
Insert Project Empower.
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Freedom requires a
different type of discipline.
Think budgeting is boring? That you’ve tried it all before?
Think again.
Take control with our free, easy-to-follow, empowered spending plan.
