The purpose of this strategy session is purely strategy and planning. We’ve designed this session to obtain maximum benefit to you and help you achieve your goals.
To maximise the time we spend together in this strategy session – we need to do our homework! Prior to scheduling the strategy session, we begin with an initial chat and/or email to learn about your situation. This typically involves collecting information (Know Your Client) about you and your goals.
Once we have this, we set up a time to have this hard-hitting, no-obligation 30 minute strategy session about your individual circumstances. In between collecting your information and this meeting, we take the information you provide us away and come up with specialized advice tailored to your goals.
This means this 30 minute strategy session isn’t wasted talking about your income and history – it’s purely 30 minutes of strategy to help you grow and achieve your next steps to financial freedom.
If you like our suggestions and what we have to say, it’s about actioning any plan you may have. This may or may not involve adjustments to your loans/new loans, depending on your unique goals and circumstances. If it does, you’ll move through to the next stage of the Confidence Process – ACTION.
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Schedule Your FREE 30-Minute Finance Strategy Session Today
Learn how to structure your finances for long term flexibility and success
We discuss your short, medium & long term goals, tailoring our solutions to suit your unique circumstances and to ensure your financial foundations are robust.
We carry out an in-depth analysis of a wide-ranging number of lenders to ascertain the ones best suited to your requirements and goals.
30 Minute Finance Strategy Session
This 30-minute strategy session deep dives into our analysis, your risk management plans, potential cash flow situation, and the various financial techniques and solutions available to you.
We formulate a clear plan of action, broken down into immediately actionable tasks, medium term plans & long term risk mitigation strategies.
Once the plan is in place, it’s about getting you there!
We take the stress away by managing every detail of the application process, negotiating the sharpest rates and keeping you informed right through to settlement.
Your loan and plan has now been approved by your chosen lender. Our team will work closely with you to settle your application seamlessly and as swiftly as possible.
Relax in the knowledge that your application is being managed every step of the way, as we liaise with all relevant parties to ensure a smooth & seamless settlement process.
Good financial strategy doesn’t stop at settlement. We continue to stay involved, regularly updating you about the lending market and continually assessing your loan in terms of your long-term goals.
When you partner with Confidence, you partner with a team that is committed to educating you and helping you achieve your goals … so you can grow with Confidence..