We are a small locally owned business, giving a morepersonal approach with client contact. We provide flexibility around meetinghours and even offer meetings in your home if preferred, or even use technologysuch as zoom to hold video meetings via your computer, tablet or phone. Usuallyfirst meetings are held in office so you can learn about us and feelcomfortable without a stranger in your home.
That is all well and good, but our point of difference isour viewpoint on building wealth. We have a specific process around buidlingwealth that includes automation of banking accounts and structures, and this iswhere our name comes from. Automation is key to building wealth.
Toowoomba Financial Planners
Whether you are automating wealth creation, or automatingyour retirement, the principles are the same. Do you ever wonder why paying taxis painful, but not noticeable? If you are an employee, this is because it isan automated system to ensure the government gets paid.
This same principle can be applied to wealth creation. Oncewe work out your fixed and discretionary spending, we plug the leaks, improvesavings and debt reduction and do something constructive with the leftover.
Very simple, that is why it works. The automation comes fromsending money to different accounts in line with your goals and expenses. Youdon’t spend what you don’t have. Paying yourself first to ensure savings.Nothing radically new, but those who adopt this process have a marked improvementin their financial position. All the figures and amounts are calculated usingleading cashflow software and is based on historical spending and refiningdiscretionary spending.
We are not talking about living a frugal lifestyle. Iflattes and sunday cafe breakfasts are your jam, thats great! Cut costs on thethings you don’t care about and spend on the things you love. As long as youare achieving our other goals, you can enjoy your money now as well as thefuture.
So why would you want to see any other Toowoomba financialplanners?
Give the office a call on 07 4659 5222 and get your wealthautomated.
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