You pay me to:

  • Provide ongoing coaching and advice

  • Teach you new things

  • Improve your knowledge in things you already know

  • Provide service and support, unconditionally

  • Have access to me via SMS, email, video, phone or in person

  • Translate complex to simple & breakdown jargon into laymen terms

  • Help you avoid making irrational, emotional decisions

  • Educate, NOT judge and scold

  • Celebrate shared wins and successes

  • Empower and motivate you

  • Hold your hand when things are uncertain

  • Provide you confidence and security in your long term plan

  • Encourage you to be the best financial version of yourself

  • Actually do what I say I will do... Always

  • Act as your soundboard, using my life experience when needed

  • Share ideas on technology, lifestyle and family

  • Treat you and your family as my own

  • Give you 100% authentic me - what you see is what you get

  • Tell you what you need to hear, NOT what you want to hear

  • Be honest, transparent and have hard conversations where needed

  • Never, ever, tell you how or where to spend your money

  • Consider us a team, working together, on the SAME level

  • Help you get the most out of your money and life

  • Help you understand correspondence, even if unrelated to us

  • Reflect on wins and tackle challenges, TOGETHER

  • Complete as much or as little admin needed behind the scenes

  • Wake up every day and ask "how can I make your life easier"?

  • Keep you updated on sensitive world events

  • Not follow the crowd, always speak my mind

  • Be the middle man between your accountant/solicitor

  • Give you a safe space to meet and befriend like-minded clients

  • Give you confidence and comfort

  • Protect your most precious resource... YOUR TIME!

You pay me to be your 'partner in time' and money buddy for the long haul!

we have organised a free gift just for you! Enjoy! 

FSG Wealth Management Pty Ltd is a Corporate Authorised Representative (No.425973) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.

© 2020

Capstone Financial Planning Pty Ltd | Level 14, 461 Bourke St, Melbourne VIC 3000

Ph: 1300 306 900 | Email: info@capstonefp.com.au | www.capstonefp.com.au | Important Information

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