We use the Game of Money® to help describe the different stages of a person’s financial life. The Game of Money® was created as a communication tool to help simplify the financial journey using the four bases of a baseball diamond for a reflection of the various stages within the financial journey.
Most people start off with no direction, no plan and no strategy. Our aim is to get them to take action and move to first base, set the PERFECT Foundations.
Moving to second base is a wealth creation plan we call Pathway to Wealth®, this program is for people who are looking to accelerate their wealth through various strategies such as investments, superannuation, maximise cashflow, tax planning etc.
After successfully completing the Pathway to Wealth® program we move onto 3rd base, Countdown to Retirement. We examine all wealth creation and preservation strategies. Review and refocus all your goals and ensure its on target.
Homebase is for those that are ready to Retire in Style. Understanding your goals, ensure your estate plans are clear, review how long your money will last, maximise income streams and possibly use the CARE Investment philosophy to reduce risk in retirement.
Where are you in the Game of Money?