MONEY with MEANING
We want to know what keeps you awake at night and what gets you bouncing out of bed every morning.
'Wealth' to us is about so much more than money. It's about the experiences you share with your friends and family, the places you see, the lives you impact and the mark you leave on the world.
That's why, at Emerging Wealth, what YOU want out of life is the centre of everything we do. We go beyond numbers in a spreadsheet to understand your 'WHY'.
And we curate your Life Action Plan to help you tick off the list of everything you want to be, see and do. With quarterly check-ins, we’re your sounding board, helping you maintain forward momentum.
THE EMERGING WEALTH EXPERIENCE
THE EMERGING WEALTH EXPERIENCE
Worried
Uncertain
Weighed down
1. EXPLORE
2. VISUALISE
3. SOLVE
4. PROGRESS
✔ Focus
✔ Choice
✔ Direction
✔ Purpose
1. EXPLORE
Voice your concerns
We delve deep to uncover the financial 'what ifs' that are on your mind.
60 MIN MEETING | WALK AWAY WITH:
Clear one-page summary of the known concerns you want to address plus all the unknowns you hadn't even considered.
Advice Proposal outlining how we can solve your concerns.
2. VISUALISE
Think big and curate your perfect life
We get to the heart of your beliefs around money and curate your perfect life vision.
2 HR MEETING | WALK AWAY WITH:
One-page summary of your money scripts, what's important to you and a life vision story.
Life vision and accountability board to track progress.
3. SOLVE
Eliminate the worry of 'what if'
We crunch the numbers and give you a clear action plan with the financial framework and steps to address all your 'what ifs'.
WHAT-IF PLANNING | 90 MIN MEETING:
Cash flow model that demonstrates financial impact for solving every 'what if'
Up to six cash flow scenarios
Agreement on 'what ifs' to solve as a priority for the Life Action Plan.
LIFE ACTION PLAN | 60 MIN MEETING:
Step-by-step action plan with financial recommendations to solve your prioritised 'what ifs' (Statement of Advice)
IMPLEMENTATION | 2 - 9 MONTHS:
We will implement all financial recommendations and keep you updated along the way. Implementation can take anywhere from two to nine months depending on the complexity of your situation.
4. PROGRESS
Keep moving forward
We hold you accountable for everything you want out of life so you actually achieve it.
ANNUAL ASPIRATION MEETING
We review and reset the goals and actions in your Accountability board to adapt with changes in your life and outlook for the future.
QUARTERLY CHECK-IN CALLS X 3
We see how you are tracking with what you set out to achieve on your Accountability board.
