Mo Money, Less Problems Strategy Session

TAKE CONTROL NOW

Mo Money, less problems strategy session.

The Mo Money, Less Problems one-on-one strategy session will get you started on the path to making your money work harder for YOU. Instead of making slow/no real progress towards growing your savings, assets and income, we want you to understand how to get your money sorted and make sure your lifestyle isn’t held back by your income.

In this session we cover the three keys to success with money.

Getting clear on your targets and what’s standing in the way of you reaching them
The key money mistakes to avoid to drive better results
The process you can follow to make better decisions with your money

If you want to take back control, building your knowledge around money is key. Without understanding what your strategy is and why it’s important, you’ll always lack confidence in what you’re doing. This session is all about building your knowledge so you can take action with confidence.

Once you have this understanding, we will get clear on your next steps. You will leave this session with not only a clear vision of what’s holding you back, but most importantly, what you need to do next to get on top of your money.

SECTION OVERVIEW
What you get
- A deep dive into the three money focus areas above
- An understanding of the key principles that should guide your money decision making
- A guided goal setting exercise
SECTION OVERVIEW
What you’ll create
- A customised, focused list of your goals
- A personalised list of actions that will immediately drive better money results
- An understanding of the key money mistakes you need to avoid
SECTION OVERVIEW
What this session is
- A first step that will empower you to take control
- An opportunity to get practical takeaways that you can implement immediately
- An opportunity to learn about key money mistakes and how to avoid them
- An education session around the key money principles
- An introduction to how to plan with your money
SECTION OVERVIEW
What this session isn’t
- A sales pitch
- A two hour talk-fest that’s kept ‘high level’ so you don’t get anything concrete to take away
- A ‘silver bullet’ that will immediately give you more money
- Something that will result in a full comprehensive money strategy or detailed financial plan.

ABOUT YOUR FACILITATOR

Ben Nash

Founder & Financial Adviser
B.Comm, M.B.L., M.App.Fin

Ben Nash is a Financial Adviser and the founder of Pivot Wealth. Ben helps high income young professionals make smart money decisions so they can live the lifestyle they want today WHILE they set up their future.

Take control of your
money today

TAKE CONTROL NOW

What you get

What you’ll create

What this session is

What this session isn’t

Ben Nash