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Achieving Financial Security.

By Scott Parry of Crown Money Management



What you take away from this course.

Financial Security Basics

Provide a toolbox and system for advisers to help clients achieve financial security

Strategies & Structures

Provide strategies and structures that enable advisers to help clients get on top of their cash flow and debt

Leveraging Relationships

Leverage existing relationships and add another income stream to your business that isn’t restricted by cash flow and increases the value of your saleable asset

Manage Debt

Discover some out of the box ideas to help your clients get ahead financially and increase your FUM

1. Achieving Your Client’s Number 1 Financial Goal.

How to determine what a client is actually after and how to help them work towards their goals. This topic will provide an overview of a proven and tested strategy to get clients debt free faster

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2. Debt Minimisation.

Let’s get a client's income working for them and not the bank. We’ll discover an alternative to a standard bank structure to help get client’s out of debt. We’ll discuss strategies to work with consumer debt and educate clients about shortest term vs the cheapest rate home loan

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3. Cash Flow Management.

Making clients conscious of their income, spending and savings rate. It’s not about how much you earn, but about how much you save. I will provide advisers with the power to know their clients cash flow position every month to help them better understand their clients future investment potential

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4. Debt Recycling.

Strategies for helping clients minimise bad debt and maximise good debt. I will outline tools for helping clients grow their investment portfolio with their adviser while decreasing their home loan and other debts in order to increase FUM

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Course downloads.

Slideshow download

Module one handouts

Download

PDF download

True of False Questionnaire

Download

PDF download

Fact Finder Questions

Download

PDF download

12 Steps to Financial Security

Download

PDF download

Case Study

Download

Slideshow download

Module two handouts

Download

PDF download

Cheat Sheet

Download

PDF download

Out of Debt Calculator

Download

Slideshow download

Module three handouts

Download

PDF download

Spending Plan

Download

Slideshow download

Module four handouts

Download

PDF download

Rate Reducer Calculator

Download

ABOUT THE INSTRUCTOR.

Scott Parry.

Money Coach and Founder
Crown Money Management

Scott is the cashflow and debt reduction expert who lives and breathes money coaching. Having personally coached and worked with over 2,000 individual Australians on money management, Scott knows more than a thing or two when it comes to debt reduction, cash flow strategies and achieving financial security.

Scott has studied with and been mentored by the likes of Robert Kiyosaki, T Harv Eker and Tony Robbins just to name a few. He’s a big believer in that education and accountability are the foundations to making your clients money work for them and not the other way around and he is full of great insights as to how you as the adviser, can help them achieve this.

www.crownmoneymanagement.com.au/
scott@crownwealthcoach.com.au

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