From working with several hundred clients as a financial adviser over the last 15 years, I’ve discovered that no matter a person’s current financial position, there is a system virtually everyone can follow to build towards Financial Freedom – or at least, dramatically improve their financial blueprint.
The video below covers why I was so driven to write my book ‘Freedom, Lifestyle & Legacy’ and why developing this book has been my absolute obsession for the last 3 years.
This book has been written for people who are serious and committed about taking action and following through. For those who are ready to take a stand and take control of their financial future. And for those who are truly determined to create Freedom, sustain Lifestyle, and leave a Legacy.
Pillar #1 of ‘The 3 Pillars of Financial Freedom’ was like an architect drawing up plans for a house. It was about creating a ‘Vision’ of what the house looks like, evaluating and choosing the ‘Position’ to build on – then ‘Developing’ the plans in detail.
Pillar #2 is about turning those plans into reality by Building, one brick at a time, until your “financial house” is built.
Without Pillar #2 it’s like our Mountaineer client preparing to conquer Everest, but not actually setting out on the journey.
There’s not much point doing all the training, buying the best equipment, and studying the terrain – and not commencing the quest.
In this week’s video we’ll unpack what’s involved in Pillar #2 – The Grow Pillar. We’ll cover the 3 important steps you need to have in place to sustainably build wealth.
When striving to build wealth for the future to achieve your Financial & your Lifestyle goals, it’s important to have a simple system, and a framework to make decisions.
In this video we’ll cover an overview of what I call ‘The 3 Pillars of Financial Freedom’.
These are the three key areas to focus on for people looking to take control of their financial situation, and create a ‘Blue Print’ or a ‘Game Plan’ to build towards future Financial Freedom – while also planning to enjoy the journey along the way. Because ideally it’s about having “both” – Lifestylenow, and Freedomlater.
You can have “both”. It’s not easy, but you can do it with the right ‘Game Plan’.
When you’re choosing a financial adviser to work with, it’s important you find the right fit for you and your circumstances. Engaging with and working closely with a quality financial adviser, can be one of the most important professional relationships you develop. Therefore, approach the initial meeting prepared to have an open conversation. You should be interviewing them as much as they are interviewing you.
An amazing client/adviser relationship should be win/win. It will be a relationship of mutual respect. It should be challenging (in all the best ways)…and preferably, be fun! Continue reading →
Trying to create wealth and build towards longer term Financial Freedom, while over spending on credit cards with high limits, is like trying to fill your bathroom sink full of water…without a plug.
Letting credit cards get out of control is one of the major reasons why many people are not making the financial progress they’d like to. It’s also one of the main reasons that most people won’t achieve financial security, let alone financial freedom, during their working lives.
This video covers 4 key steps to smash your credit card debt forever, and take control of your cash flow to create wealth and build towards future financial freedom.
Isn’t it true that ‘Life is often two steps forward and one step back’? Our financial progress is quite often no different. We learn by doing, making mistakes, and then doing it better next time. However, there are generally two ways to learn anything; either through our own trial and error (which can take forever), or alternatively through the experiences of other people. One of the best ways to accelerate our financial progress is to learn from others what has worked…but also learn from others what mistakes and setbacks to avoid where possible in order to set ourselves up for success.
In the video below, we cover some of the biggest financial mistakes that typically hold people back from financial success, and importantly what you can do to avoid the same mistakes.
Have you ever tried to budget before? How did that work out for you? If you are like the majority of people…probably not too well. Traditional budgeting is not exciting, it’s not motivating, and it doesn’t work (for most people). This video takes you through the steps on how to use “Bottom-Up budgeting” to easily & simply take control of your cash flow and start ‘paying yourself first’…while still living a good lifestyle along the way.
Where should you invest your money to build wealth and create longer term Financial Freedom? There’s an absolute overload of information on what to invest in and how to build wealth for the future. Everyone has an opinion…and many times those opinions are conflicting. Due to the overwhelm of information (and ‘noise’) many people stay stuck and do nothing.
My latest video (above) attempts to cut through the ‘noise’, and covers the 5 key investments most people should focus on to build long term wealth, and set you up for success.