About My Personal Wealth Managers
The My Personal Wealth Managers team has been looking after small business clients and individuals for over 15 years. We’ve learnt everybody needs a coach to drive them to achieve targets.
For example, personal health. A person only needs to work out a few minutes each day for 2-4 months. It’s not much time but mixed with the everyday pressures of life, it’s still not possible. That’s why there are personal trainers to take you out of your day, to encourage and help you. My Personal Wealth Managers is your wealth coach, to help you monitor your activity and help you to take action, ensure your personal wealth is in a healthy state.
Why Personal Wealth Managers?
To help you create wealth. The first step is to organise your finances. Going to the gym or getting fit, you need to exercise a little everyday. Why wouldn’t you put the same amount of attention to your money? If you do not monitor it, it will not change. My Personal Wealth Managers are bookkeepers, accountants and personal wealth experts with years of experience successfully implementing change in their clients to increase their overall wealth. The earlier you alter your habits, the better your results will be.
With everything you do, there's a cost or investment. Whatever package you choose with My Personal Wealth Managers is a true investment for wealth creation. If faced with asking yourself, "Can I afford this?", the true question should be "Can I afford not to?". We will set you on a behavioural change and help you achieve goals you've never been able to achieve before. By monitoring something, you have a better chance of changing it. Monitor your financial patterns and then change it.
B.Com. MBA. AFAMI. CPM. FCPA. MYOB Certified Consultant. BAS Agent No: 85357000
Working with individuals and businesses for over 16 years, Carlos has generated wealth for many of his clients with his tried and tested methods.
CPA, CTA, FIPA, MPA, DFS (FP)
With extensive experience in taxation and superannuation, Mohammed advises clients in further areas, to assist with wealth creation and management.
My Personal Wealth Manager was created by Aspire Now, a Brisbane-based accounting firm led by Carlos Rodriguez.
Click here to view Aspire Now