We are a small locally owned business, giving a more personal approach with client contact. We provide flexibility around meeting hours and even offer meetings in your home if preferred, or even use technology such as zoom to hold video meetings via your computer, tablet or phone. Usually first meetings are held in office so you can learn about us and feel comfortable without a stranger in your home.
That is all well and good, but our point of difference is our viewpoint on building wealth. We have a specific process around buidling wealth that includes automation of banking accounts and structures, and this is where our name comes from. Automation is key to building wealth.
Toowoomba Financial Planners
Whether you are automating wealth creation, or automating your retirement, the principles are the same. Do you ever wonder why paying tax is painful, but not noticeable? If you are an employee, this is because it is an automated system to ensure the government gets paid.
This same principle can be applied to wealth creation. Once we work out your fixed and discretionary spending, we plug the leaks, improve savings and debt reduction and do something constructive with the leftover.
Very simple, that is why it works. The automation comes from sending money to different accounts in line with your goals and expenses. You don’t spend what you don’t have. Paying yourself first to ensure savings. Nothing radically new, but those who adopt this process have a marked improvement in their financial position. All the figures and amounts are calculated using leading cashflow software and is based on historical spending and refining discretionary spending.
We are not talking about living a frugal lifestyle. If lattes and sunday cafe breakfasts are your jam, thats great! Cut costs on the things you don’t care about and spend on the things you love. As long as you are achieving our other goals, you can enjoy your money now as well as the future.
So why would you want to see any other Toowoomba financial planners?
Give the office a call on 07 4659 5222 and get your wealth automated.