My Personal Wealth Managers has created 4 simple plans for you to choose from.
Each plan is suited to a particular individual. If you're unsure where to start, speak to one of our friendly team on (07) 3899 8062 for more information on where you'll fit.
- Bank feeds (personal, credit card)
- Chart of Accounts (templates) for groceries, entertainment, clothing, motor Vehicle, etc
- Monitored monthly budget & professional advice
Whichever package you choose is a true investment for wealth creation. It will be a behavioural change in your routine and you will achieve goals you’ve never been able to achieve before. By monitoring your spending, it will lead to change.
Each package utilises highly accessable MYOB software which will power your personal wealth results.
Best suited to individuals who simply want to keep a close eye and understand their finances. We complete basic setup of your MYOB account and provide a 30 minute telephone consultation to show you the power and importance of your new monitoring tools. An informational pack for MYOB is included.
Best suited to individuals looking to get started in personal wealth building and ready to take the next step. We complete full setup of your MYOB account and provide a 30 minute telephone consultation to show you the power and importance of your new monitoring tools. You’ll receive once per month reporting with variance reports. We will require your budgets and other details from you. An informational pack for MYOB is included.
Best suited to individuals looking to have full power in building personal wealth. We complete full setup of your MYOB account, provide a 30 minute initial consultation, provide weekly reporting with variance reports and a detailed Wealth Creation Analysis tailored specifically for you every quarter to ensure you’re hitting your targets and advice on how to continue. An informational pack for MYOB is included.
Best suited to individuals who want to build wealth and more. This includes Gold services plus any other service required, whether recommended or requested.Inquire