Why don’t you review your financial affairs?
One of the key challenges I have faced with establishing Empower Money Management is getting prospective clients to understand the value proposition I am offering.
Just like any consumer decision, there has to be recognition of the value of the transaction for the client to proceed with the purchase of the product or service.
I can’t think of a simpler way to demonstrate the value I am offering to my potential clients than by providing an overview of the following information.
The vast majority of the financial products and services utilised by Australian consumers are still provided by the big 4 banks. That is, CBA, NAB, Westpac and ANZ. In the most recent full financial year reported the combined profit of those four organisations was $28,864M.
Again, that figure was $28,864,000,000.
So, let me repeat my headline question – Why don’t you review your financial affairs?
I believe the key reason why is that most people don’t know where to start – They just think it’s too hard to represent their own best interest in a conversation with their bank.
This is where I step in on your behalf – I’ve sat in the Bank Manager’s chair. I’ve sat in the mortgage broker’s chair. I know the questions to ask on your behalf. I can help to level the playing field for you – And represent your best interests in the conversation.
Not the best interests of contributing more profit to the $28,864,000,000.
I offer my clients an independent fee-for-service review of their existing financial affairs. I DO NOT sell or recommend specific products.
Put very simply, through coaching and education I assist my clients to review and understand their existing financial affairs. Based on my review we then seek cost saving solutions to any issues identified.
Of course those solutions may involve the renegotiation of existing financial products, or the purchase of new financial products. Once again, I DO NOT sell those products – however I assist my clients in the understanding and negotiation of the purchase of the products that may be required.
My first appointment is free - To learn more or to make an appointment contact me as follows;
0407 439 827