Generic Financial Plan for Individuals

Take control of your financial future with a fully planned GAME plan from beginning to end. Our expert team, led by financial planning expert Howard Nowell, will work with you over three months to develop a comprehensive financial plan that aligns with your unique needs and goals. With a full 12 months of support and ongoing guidance, you can be confident that you have the resources and expertise you need to achieve your financial goals.

Benefits of our generic financial plan include:

Personalised Financial Planning: Work directly with Howard Nowell to develop a comprehensive GAME plan that details the steps you need to take to achieve your financial goals. With regular online coaching sessions and 12 hours of one-to-one Zoom meetings, you'll receive expert guidance and support every step of the way.

Ongoing Support: Our program includes three additional one-hour tracking progress meetings, usually held quarterly. These meetings are designed to help you stay on track and make adjustments to your plan as needed.

Comprehensive Resources: Our program includes a one-year HapNav license, giving you access to our lifetime cash flow planning app, as well as a one-year MoneyFitt license, providing you with access to our extensive private finance content library.

Peer Support: Join our virtual planning community and receive lifetime access to structured mentoring from our team and your peers. This support network is designed to help you stay on track and motivated as you work towards your financial goals.

With regular home-study planning exercises and comprehensive resources, our program is designed to help you achieve your financial goals and take control of your financial future. And with a total of 15 hours of work credits to deliver, you can be confident that you're receiving expert guidance and support every step of the way.

Subscribe now and start your journey towards financial success!

Price valid until 31st December 2023.