FMG’s unique ‘Whole of Wealth’ Strategy session allows you to take an in-depth look at where you are now, where you want to be, confront the gaps in your life, and have a financial strategy aligned with your values and objectives, so you can accomplish your goals sooner.

 

Make the rest of your life the best of your life

Stuck on the treadmill of work, sleep, repeat?
Imagine waking each morning knowing that today you are actively following a pathway towards your real goals and aspirations.

 

Address your wealth through the lens of your whole life, rather than by your bank balance.

The Whole Wealth Strategy Session is a 60-minute workshop session for you (and/or your partner) to clarify your vision for the next 5, 10 and 20 years to look at both financial and non-financial areas and address them to make that vision a reality.

 

You will come away with:

  • Clarity around your medium and long term goals
  • A clear understanding of where you should and shouldn’t focus your attention in the short term
  • Simple, actionable steps you can take straight away

Who is it for?

Business owners and busy professionals who…

  • Are ‘stuck on the treadmill’, and want to start getting what they really want out of life
  • Have big plans for the future and want to make sure they achieve them
  • Are approaching retirement age and daunted about what comes next
  • Recognise how their mindset is affecting their money and want to do better

Success Stories

Just wanted to say big thank you to you and Deb for the Whole Wealth Strategy Session.

Having me read the work sheet prior to the session and doing my values determination exercise got me thinking about things that seems so far into the distant future and not achievable. Having it written on a white board and mapping our future has shown me that our goals are not as far away as it seemed.

Now there is a clear vision, the achievement inspiring. Adam and I found this session very valuable and are now fully focused on our exciting future.

Looking forward to our next catch up session with Deb and yourself, Arthur.

Thank you!
Adam and Cindy B xx

 

Why a Whole Wealth Strategy Session?

  • Build confidence in your long-term plan
  • Reach your life goals sooner
  • Clarify your vision
  • Experience a more fulfilled life

Meet your Whole of Wealth strategists

Two experts are better than one, and in your Whole Wealth session you’ll benefit from Debbie’s perceptive coaching, Arthur’s financial wisdom and their combined passion for helping business owners and professionals get the most out of life.

 

Debbie Panagis has a Certificate IV in Finance and Mortgage Broking and is a qualified Results Coach with 20+ yrs experience. She conducts the majority of the strategy session and is all about helping people reconnect with what they really want, and making a plan to make it happen. Insightful with a no-holds-barred approach, clients find working with Debbie refreshing.

 

Arthur Panagis is a certified Financial Planner, experienced accountant and tax advisor, and helps you put the financial strategy part of your session into action. Friendly and understanding, clients appreciate the results approach and the time Arthur takes to explain strategies and ideas in detail.

Why people like you work with us.

Our clients are busy professionals, ambitious business owners and individuals who want to build true wealth with a clear vision and to also protect their hard-earned wealth. They’re astute, intelligent, and only want to work with an adviser who looks after their best interests.

Tax time

Some of the reasons they use us include:

  • Flexibility to have appointments in office, virtual or at their workplace
  • Access to practical solutions
  • Assistance to work out the type of retirement YOU want and $$ amount required
  • Assistance in wealth protection services
  • In the event of a critical illness, or a death, we’ll help you ensure your benefits positioned by us are payable as soon as possible

 

If a clear vision in the form of a Whole of Wealth strategy and tailored action steps is important to you, as well as protecting your wealth, call us on 08 7111 0022 or email info@fmgws.com.au to book a holistic review of your wealth goals.

Starting out? Or already down the track?
No worries, we all start somewhere and it’s always wise to review goals and objectives when it comes to wealth building. A WoW session is the best spent 60 minutes guaranteed!

REMEMBER, action is power!
Wealth belongs to those who plan for it

Call 08 7111 0022 or email us

 

 

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Disclaimer: This article is information only. It is not intended to imply any recommendation about any financial product(s) or to constitute financial or tax advice. The information in the article is reliable at the time of distribution, but may not be complete or accurate in the future.

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