Whole Wealth Strategy SessionMake 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.
FMG’s Whole of Wealth Strategy Session allows you to take an in-depth look at where you are now, where you want to be, and confront the gaps in your life, mindset and financial strategy, so you can accomplish your goals sooner.
1 Financial Strategist
Your Life Aims
Clarity, Inspiration and a Clear Plan of Action
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 and look at both financial and non-financial areas to address 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
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 wealth strategists
Debbie Panagis has a Certificate IV in Finance and Mortgage Broking and is an experienced Results Coach and Facilitator of the Breakthrough Method. 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.
Managing Financial Adviser and experienced accountant, and helps you put the financial strategy part of your session into action. Friendly and understanding, clients appreciate the time Arthur takes to explain strategies and ideas in detail.