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FAQ's
Frequently Asked Questions
- What does
do? - Are you a Financial Planner?
- Are you a Mortgage Broker?
- Can we get Tax advice from you?
- Do I need to change any professional advisers I am currently using?
Q: What does do?
A: It is like Life Coaching with numbers, strategies and tools.
We develop an over-arching strategic approach designed to achieve and surpass your preferred future. Working with you for you we create an underpinning Economic Model to optimise your resources and facilitate future peak events, so you GET WHAT YOU WANT.
Q: Are you a Financial Planner?
A: No, this is Economics. Personal Economics focused on 'Life Resource Optimisation'.
We put our Members in control by enabling informed decision making, to optimise your Personal Economy now and in the future.
If you need Financial Planning assistance you should always engage an Authorised Representative of a Licensed Dealer in Securities. We are happy to refer you to a quality provider.
Q: Are you a Mortgage Broker?
A: No, but we have Economists and Accountants who have worked in banks and other Financial Institutions, we do have their secrets and methodologies.
Once we determine the desired future peak events, the resources we have and can reasonably expect to generate, we utilise 'Economic Modeling' to design a 'non-lender specific' 'Optimised Operating System' to underpin your 'Personal Strategy'.
Our preferred Finance Broker provides an assessment, at the least, within your current institution as well as a new institution option. The assessments are provided free to our Members and you do not have to use the in-house Finance Broker for any adjustments you require.
You should only have loans or finance arranged on your behalf by a Licensed Finance Broker who is a member of MFAA, FBAA and the Credit Ombudsmen.
Q: Can we get Tax advice from you?
A: No, our Accountants advise us to ensure we are across relevant matters. We can help you identify relevant issues and frame the questions you might like to ask of your Accountant.
You should always have any tax related matters investigated by a Certified Practicing Accountant.
Q: Do I need to change any professional advisers I am currently using?
A: No, we advocate continuing established Professional relationships providing you are happy with the reliability of the service.
does not seek to replace anyone, we enhance everyone.
