Introducing Sounding Board Sessions: The bit you’ve been missing all along!
Have you been wading through the infinite choices you have as a self-directed investor or homebuyer? Are you looking for a qualified third party not to tell you want to do, but to help chart your own course? Look no further! We’re thrilled to announce the launch of Sounding Board Sessions, a bespoke one-on-one coaching service with Darcy Ungaro, tailored just for you.
What Are Sounding Board Sessions?
A dedicated 2-hour online meeting where you can refine and validate your financial strategies. Whether you’re at a crossroads or just after a bit of validation, this session is designed to give you:
Clarity on current Financial Position: Get an assessment on your own financial position. Are you at the best position that you need to be for your age and stage? Where might you end up, should you continue along your current path?
Professional Financial Modelling: Get access to professional-grade financial modelling software to budget effectively and to see your financial future like never before.
Strategic Feedback: Most of us build our investment strategy progressively, without much intentionality. Receive candid, constructive feedback on any strategic changes you’re contemplating, so that your next move, is 100% on purpose.
Personal Finance Health Check: Money habits form the backbone of your financial health – get this foundation right, and what you’re building is more likely to last.
Comprehensive Summary: Walk away with a detailed document that encapsulates your financial position, serving as a roadmap for your future money-moves.
Bonus Perks:
Complimentary access to our new, “New Wealth Foundations” online video course. Go through over 7 hours of video lessons covering money management, an introduction to investment terms and concepts, and investment strategies that actually work in the New Zealand context
One month’s access to our financial planning software. Model your own scenarios after our meeting and see how different decisions today, could affect your outcome tomorrow.
What to Expect:
Qualified, third-party oversight: While our session provides a broad overview, it’s tailored to give you clarity rather than detailed, personalised investment advice.
Not a ‘financial plan’: You’ll receive a meeting summary with key discussion points and high-level perspectives with no formal investment recommendations. Our aim is to critique and enhance your current strategy, not help build it.
DIY Implementation: Post-session, the ball’s in your court. You’ll have the insights, but the implementation might require further research or additional professional advice from us, or other advisers.
The Outcome? At the end of your Sounding Board Session, you’ll gain peace of mind knowing your financial strategies have been reviewed by an expert. Whether it’s validation or constructive criticism, you’ll leave with confidence around your money-moves.
What’s the cost? For a 2-hour session, report, access to the online course and software, it’s $1,495.
If you’re ready to take move towards mastering your financial outcomes, rather than waiting for things to happen, or if you’re simply seeking a second opinion on your current glidepath, our Sounding Board Sessions are here to provide a critical perspective which isn’t influenced by someone benefiting from your decisions. Book your session today and turn the page towards a more confident financial future.
Are you ready to sound off?
*Note: Before booking in this session, book in a free 15-minute call
