The purpose of the book is to help and educate you, and to guide you along with the secret steps to take on your journey to financial independence. The aim is to help you get to that “Ordinary Millionaire” status and more importantly, to enjoy life as one of the few who cracked the secret to Financial Independence and the state “Wealthy, Healthy, and Happy”. As an introduction to this book we want to make sure we get you off to the right start. And so we will run through six questions to determine how far you are in your journey to success.
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The Six defining questions to ask?
1. What do you really want in life?
What is your vision for your life? Clarity leads to power and power gives you the ability to act.
2. Why do you want this?
What is important about it? This defines your values.
3. Why don't you have it already?
What is preventing you from having what you want, what are the obstacles in your path?
4. What is your plan?
How will you get it, what are the methods you will use? It is very obvious that to get from where you are to where you want to be you will need a new strategy or plan to get you there.
5. What's the first action needed for you to get going?
Once we know what we want, why we want it, why we haven’t got it yet, and what our plan is, then we just have one thing missing to get us closer to a result.
6. How will you know that you are successful?
What measurements and metrics do you need to determine whether you have achieved your goals? Action is critical if you want to be successful.
Our Core Purpose
We make ordinary people Millionaires and make
Millionaires Financially Independent
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My Service Guarantee
As a valued client, my team and I commit to working with you to determine areas for development within your financial situation and to implement a number of practical initiatives to drive your finances successfully into the future. This Service Guarantee acts as a symbol of commitment for all parties – that your Personalised Financial Plan will be proactively pursued and implemented as per the process below.
Initial Contact
Fact Finding
Data Analysis
Recommendation
Implementation
