Control your financial journey
Control your financial journey
The world of personal finance can be complicated, confusing and overwhelming. But when it is all reduced to its absolute essence there are only five tools that you really need to take control of your financial future.
( you can have the tools free -just pop in your details below)
What are the tools?
Five easy-to-use templates in standard Word document and Excel spreadsheet format that identifies your financial position today to enable you to control the future you're heading to. The Word documents capture your Goals & Objectives and Strategies & Action Plans and the spreadsheet manages your financial information in the following ways:
Current Income & Expenses
Your annual budget that identifies your income sources such as salary, rent, interest and dividends and expenses including mortgage payments, utilities, food and grocery and insurance
Current Assets & Liabilities
Your ‘net worth’ that identifies your assets such as property, share investments, cash deposits and superannuation and debt including your mortgage, investment borrowings and credit card liabilities
Projected Income, Expenses, Assets & Liabilities
A matrix that projects these year-by-year into the future
How do I get it?
Just email us at info@themoneymatrix.com.au with the following details:
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Your name and age (and your partner's if you want a joint file)
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How many years into the future you wish to project your financial situation
We'll send you back your personalised templates and you can start taking control of your financial future now
A superb experience of professional wealth coaching that gave me the tools I needed to control my financial journey.
Peter M
Mark helped me make sense of my entire financial situation in a way that was insightful and easy to understand.
Sonia Z
An excellent experience!
James & Michelle
I have had 2 sessions with Mark and have been very impressed with his blend of financial knowledge and common sense. Mark explains everything you need to know so you can go away and work out your own action plan. I like the fact that Mark gave me the knowledge I needed to prepare for retirement.