Is there something different you would like to be doing with your money but you are not sure what is the right next step for you right now? (After all there are thousands of choices).
In this presentation you can diagnose your stage in the Six Stages of Wealth Creation. Then discover the right next action for you to do with your money.
4. “I’m drowning in debt” “I can’t save a cent” 1 No savings Vanishing cash Unpaid credit card balances each month Spiralling debts Survival
5. “I never seem to beable to get ahead” 2 Repay credit card in full every month Minimum loan repayments only Monthly savings eroded by the ‘unexpected’ Irregular bills ‘blow the budget’ Security
6. “I feel I shouldbe doing more” 3 Make some additional loan repayments Consistently save for annual lifestyle goals Rarely save for longer term lifestyle goals Don’t invest enough or purposefully Options
7. “I want choice so Idon’t need to workmy whole life” 4 Repaying all debts fast Saving plans for all important lifestyle goals On track to retire by age 65 on your terms Have adequate personal insurance Understand mainstream investment types Confidence
8. The Active Investor “How can I leveragemy financial knowledge?” 5 Masterful understanding of mainstream investments Uses financial leverage wisely On track to be able to retire early Competence
9. The Creator “Where’s mynext opportunity?” 6 Already financially independent Can cover all lifestyle expenses from passive income Freedom
11. 6. Distribute 5. Accumulate Faster 4. Leverage 3. Plan 2. Save More 1. Get Control
12. The Six Stages of Wealth Creation Download a summary from www.MattHern.com/six
13. About me, Matt Hern When you want to take purposeful action to ensure you have enough money for what matters most to you in life I guide you on the right financial choices to achieve it. I am a Certified Financial Planner® professionalwith over 10 years experience. From my base in magnificent Perth, Western Australia I advise clients across Australia andeducate across the world. For more resources to help you make smart financial choices about what is right for you right nowvisit www.MattHern.com