Based on the book "Your Money Personality: Unlock the Secret to a Rich and Happy Life" by Liz Koh, this coaching programme will guide you through the process of developing your own customised wealth creation plan.
It will help you to:
Understand your money personality
Discover your guiding principles and how you want money to work for you
Find out how much money you really need to fulfil your dreams and how to get it
Develop a customised money management system to manage your wealth automatically
Document your wealth creation strategies in a detailed plan that can be shared with others
The programme consists of a workbook in six modules that you work through at your own pace. For each workbook, an audio file will guide you through the process. There are online calculators for calculating your net worth, planning your working-life goals, planning your retirement, calculating your debt payments and setting your budget. These calculators store your personal information so that you can update them at any time.
Module One Your Money Personality
Your money personality is influenced by the things you have learned about money from other people, your experiences with money and the stage of life that you are at.
Understanding your money personality is the key to understanding how to take control of your money and set your life free
Module Two Where you are and where you want to be
How much wealth do you want to create? The answer to this will depend on your money personality and the purpose of money in your life. To find out how much wealth you need to achieve the things in life that you want, you first need to set some goals.
In the long run, your life is the result of the choices you make and the goals you set and achieve. Your goals will determine every life decision you make – where you live, how much you spend, what you do with your time and energy and how much money you will need when you retire.
Module Three Wealth Creation – The Savings Equation
If you are not sure where your money goes, or if you and your partner often argue about money, you need a money management system. This module will show you how to start saving and how to set up a simple money management system so that your money takes care of itself. By prioritising how you use your money, you will have money available for things in life that are important to you.
Module Four Wealth Creation – Multiply your wealth
You’ve started saving and set up your money management system. Now make your savings grow! If you’re brave enough, you can use other people’s money, time or resources to grow your wealth, as well as your own. The strategies you use to create wealth will depend on your money personality and where you are at in the wealth creation cycle. In this module you will discover how to create the wealth you need to lead a rich a happy life.
Module Five Wealth Creation Strategies - Protect your Nest Egg
Life doesn’t always go according to plan. One of the most important aspects of your wealth creation plan is to protect your wealth from adverse events or circumstances. In this module, you’ll learn how simple strategies to protect your wealth can keep you on track to achieve your goals no matter what.
Module Six My Wealth Creation Plan
The key to making your plan a reality is to record it and share it with others. Use the plan template to document your personalised wealth creation plan and start creatThe key to making your plan a reality is to record it and share it with others. Use the plan template to document your personalised wealth creation plan and start creating wealth now!
Join the online Moneymax Coaching programme now!
To find out more about the benefits of personalised coaching,
call 0800 273 847 or email email@example.com
As a subscriber to Moneymax online coaching you will receive our free online newsletter with tips, case studies and success stories.
The Moneymax Online Coaching programme is priced at just NZ$199 (GST inc.) for 12 months!
That gives you and your partner access to the members' only exclusive content on this website, which includes financial calculators, workbooks and audio files so that you can develop your own Wealth Creation Plan in your own time and at your own pace.If you would prefer to pay by direct credit into our bank account, please send us your name, email address, mailing address and daytime telephone contact number. Click here and we will contact you as soon as possible.