Financial Strategy Session
5 STARS · 100+ PAST CLIENTS · ONE ON ONE PERSONAL COACHING SESSION
This 2-hour-long ‘financial strategy session’ will provide you with a fresh and often different perspective, ready to take action, make decisions, and move forward.
$1,748
BOOK TODAY
COACHING OVERVIEW
What is the Financial Strategy Session?
Here’s what it’s not: Like any financial advice, it’s not general information, tips and trick, and textbook-based best-practice – it’s fine to start here, but just don’t stay there.
It’s not stock tips, it’s not advice on timing the market, and it’s not about selling investment products, insurance, property investments, or mortgages.
Here’s what it is: It’s financial advice that starts in your world, which is infused with creative solutions from an outside party, designed to unlock and paint a clear picture on the path forward, so that you can walk ahead with confidence.
During a Financial Strategy session, you’ll hear get ‘advice’ based on what you need to hear, not always what you want to here. It’s not a list of all the correct answers, but it’s the answers that can move the needle, because it should move you.
WHO IS THIS COACHING FOR?
Anyone – who’s looking to build more than enough for their future.
First home buyers, next home buyers, property investors, self-directed investors, business owners, lump sum investors – Anyone looking to take what they have, and turn it into something bigger.
KEY TAKEAWAYS
Gain a one on one perspective on your money-world
Let’s get the facts clear on your current financial position, describe what you need to see in the future, then draw a line in between those two points. Once you see that investments (property, shares, managed funds and business) are just the tools and not the goal, we can then evaluate which of your strategies, choices, or roadmaps will work best.
Receive clear and actionable insights.
Following a session, you’ll receive an advice document which details your current position, your goals and objectives, and the advice around how you may achieve your goals (along with a critique of the risks and benefits).
An iterative process
The Financial Strategy Session could be viewed as an iterative financial plan. It’s never going to be complete, because you’re never going to reach perfection right away. Regular input over time will likely result in a much larger impact in your life than knowing high resolution answers upfront.
No sales pitch.
A Financial Strategy Session is about advice first, not product. Before the tools comes the plan, so before you move forward, we need to first establish the right answer, from the widest set of available options.
MEET YOUR PERSONAL COACH
Darcy Ungaro
Financial Advisor – Ungaro & Co. Everyday Investor Podcast Host
Meet Darcy Ungaro, a qualified financial adviser who firmly believes that wealth creation begins in the mind before it materialises in your investment account. The world’s changing and ‘just enough’, may not cut it for where we’re tracking. Darcy spends time thinking about the future, then helps people to prepare the best they can to not only prosper, but safeguard that which they already have.
Darcy believes that traditional wealth-building methods are valuable, but also advocates new ways of thinking to be prepared for the seismic shifts in technology, demographics, and bigger governments. Are you ready for what’s coming?
COACHING OUTLINE
1- Visualise the end state.
- What does your retirement look like? Automated income and freedom to travel, or playing lawn bowls?
- What about family? Help the kids into property? What happens when your parents die?
- What kind of balance can we reach between lifestyle goals, and financial objectives?
………………………………………………………………………………………………..
2- Brainstorm solutions.
- Buy tomorrow’s home at today’s price – make your next move, your best move?
- Invest for growth, or income? Capital gains, or yield?
- Build wealth like we always have, or hedge your bets for a different kind of future.
………………………………………………………………………………………………..
3– Understanding headwinds and tailwinds.
- What are the pro’s and con’s with the best options?
- What are the micro and macro factors which determine success?
- Risk and reward assessment. Understand the magnitude and severity or things that can go wrong/right.
………………………………………………………………………………………………..
4– Set milestones, then review.
- Define successful outcomes.
- Understand the key steps to reach milestones.
- Review progress periodically.
………………………………………………………………………………………………..
SUMMARY
Wealthy, people often credit their success to mindset. Seldom it’s from being an analyst.
The Financial Strategy Session is perfect for those ready to take action in their minds and adjust their views around choices they can make. Acting contrarian takes courage, but often the right decision is moving against the herd. If that’s you and you’re keen to push through the easy times, hard times, and every time in between, this style of financial advice for you.
FAQs
Q: What can I expect in terms of output from taking this session?
A: You’ll have a 2 hour meeting, either in our offices, or via Zoom. Within 5 working days you’ll receive a report, detailing your current position, your goals, what we discussed, and the key recommendations. Around this time you’ll be prompted to have a short de-brief phone call, but following this, the rest is up to you. Annual reviews are recommended to ensure long-term suitability of the advice.
Q: Is there anything I can do to prepare for this coaching session?
A: Yes! As soon as you’ve booked the meeting, you will be emailed some ‘homework’: This information will be used to help Darcy prepare a meeting agenda for the discussion and will form the starting point of the session. It’s at this point where you can clearly articulate the problem to solve, or describe the decision you have to make.
Q: Are there any online courses that come with a coaching session?
A: Yes! The New Wealth Foundations course contains both beginner, intermediate, and advanced lessons around all aspects of personal finance and investing from a wealth-builders perspective. Upon booking the meeting, you’ll receive 90 days free access to the course so you can complete it before, or after our Financial Strategy Session.
Q: Is this financial advice, and is this financial planning?
A: Yes! According to the law this is financial advice as this is a type of financial planning service. It’s important to note that Darcy Ungaro is a qualified financial adviser but not a certified financial planner or tax adviser.
Q: What are the other types of financial advice you may recommend?
A: The best way to think of this session is like a consultation with your GP. In situations where you require specific solution or more specialised advice, it may be recommended to speak with other advisers in addition to taking the Financial Strategy Session.
Q: Are there any ongoing fees?
A: No, at this stage you pay only for the time that it takes for Darcy to deliver and document financial advice to you, and there is no obligation for you to commit to anything beyond the session you’ve paid for.
Q: Are there any refunds?
A: We follow a strict advice process where we require a clear scope upfront of the advice you would like delivered. If we’re unable to offer the type of advice you’re after, we won’t agree to the session and we’ll refund any fees paid. There are no refunds should we deliver advice, but you don’t like the answer.
Q: Can you meet with my other advisers?
A: Absolutely! If you’re already using an investment adviser, mortgage adviser, or insurance adviser, we can provide perspectives which respect where they’re coming from, and potentially enhance the work their trying to deliver.