Matt and Lisa, Swanbourne WA
Money Management – A Success Story
“It all sounded to good to be true, but as we were to find out, the goals we set were more than achievable”
Matt and Lisa first came to us feeling like their goals were out of reach. Like many of our clients, they were excited by new opportunities and willing to take action, but didn’t know where to start. The Money Room empowered them with a plan and new ideas. Matt and Lisa are now on track to reaching their goals and see a bright financial future.
Matt and Lisa felt discouraged by past experiences with financial planners. You might relate to their troubles:
- past financial advisors expected them to dive into uncomfortable levels of risk
- not being finance experts, they didn’t understand the ‘lingo’ of some financial planners
- with a young family, they wanted to invest, but needed cash flow to live.
The Solution – The Money Room + Money Coaching + multiple Property Investment
At The Money Room, we have a system that really works, our Money Coaching Program. And it works like a roadmap to your financial success. For Matt and Lisa’s, we
- took time to understand their current situation and share their dreams
- offered flexible appointments to accommodate their busy lives
- custom-made a ‘financial roadmap’ to see Matt and Lisa achieve their goals
- helped them see new avenues of opportunity and found a comfortable level of risk
- consulted on and sourced two affordable investment properties with good projected returns
- provided education and support
Our partnership with Matt and Lisa is seeing great results. For Matt and Lisa, The Money Room and the Money Coaching Program …
- gave measurable results in just 8 months… without affecting lifestyle
- have been a turning point in their lives
- give them confidence of a solid financial position for years to come
It’s Your Turn
If you’d like your own plan for success, step inside The Money Room today. We’d love to hear about your aspirations and become part of your own success story.