xy+

Igniting your clients passions and dreams

Igniting your clients passions and dreams

Tim Henry
Financial Adviser & Owner at Aspire It’s Your Life
Tim Henry
Financial Adviser & Owner at Aspire It’s Your Life

Igniting your clients passions and dreams

A big thank you to Tim Henry for jumping on and shining a light backstage of Aspire – It’s Your Life to walk us through the unique collaborations and partnerships you’ve created that’s helping your clients thrive in the most important areas of their life – their health, their family, and their wealth.

There were so many nuggets of gold shared in this session, and I’ve added in a handful fo resources at the bottom you can download. To re-cap, here’s some of the stats Tim highlighted which played a part in setting him off on this journey:

In 2015, U.S Trust Insights on Wealth and Worth surveyed 640 HNW adults and found the top three most important elements to a well lived life were health, followed by family and financial security respectively.

These elements were non-negotiable, meaning, if something was going wrong in a person’s life in one of these areas, you had a crisis on your hands.

Here’s a few more eye-opening numbers from this survey:

– 98% of people said health was their absolute top priority, yet only 50% had made any plan for degenerative health issue.

– 75%  of people viewed money as a great enabler, while the same number said if they lost all their wealth, their purpose in life wouldn’t change.

– 83% said they struggled to balance competing priorities (ever heard someone say they don’t have enough time?)

Tim walked us through his Dream Catcher Program, Full Time Lives Program and other various projects and collaborations he’s undertaken with other local businesses like physios and chefs.

Thank you to the XY+ legends who also contributed with ideas and commentary on various collaborations they’ve organised outside of Financial Services. Here’s a quick summary:

– A travel agent (obviously on the back burner at the moment)

– A counsellor who focuses on assisting kids through their final years of high school.

– A chiropractor (who had mentioned in a workshop that financial stress is a big problem in well-being)

– A life coach, with their view from more of the spiritual realm to assist clients t remove blockers and grow.

And here’s a bunch of resources and download:

2015 U.S. Trust Insights on Wealth and Worth – https://www.privatebank.bankofamerica.com/publish/content/application/pdf/GWMOL/USTp_AR3FPDKC_2016-05.pdf

FPA Living the Dream Report – http://www.moneyandlife.com.au/wp-content/uploads/2017/08/FPA-Live-the-Dream-2017-Research-Report-FINAL.pdf

Tim’s The Grass is Greener Podcast (go give it a like and a subscribe!) – https://podcasts.apple.com/au/podcast/the-grass-is-greener/id1531281093

Aspire – It’s Your Life Website – https://aspireplanning.com.au/its-your-life/

Wellineux_169 ASPIRE FINANCIAL Dream Catcher Questions.pdf

Wellineux_171 Intentions 2019 A5 Booklet.pdf

Email.pdf

Gift Box.pdf

Tim is super generous with the value he shares, so don’t be shy in reaching out if you have any questions or want to brainstorm an idea.

7 months ago

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A big thank you to Tim Henry for jumping on and shining a light backstage of Aspire – It’s Your Life to walk us through the unique collaborations and partnerships you’ve created that’s helping your clients thrive in the most important areas of their life – their health, their family, and their wealth.

There were so many nuggets of gold shared in this session, and I’ve added in a handful fo resources at the bottom you can download. To re-cap, here’s some of the stats Tim highlighted which played a part in setting him off on this journey:

In 2015, U.S Trust Insights on Wealth and Worth surveyed 640 HNW adults and found the top three most important elements to a well lived life were health, followed by family and financial security respectively.

These elements were non-negotiable, meaning, if something was going wrong in a person’s life in one of these areas, you had a crisis on your hands.

Here’s a few more eye-opening numbers from this survey:

– 98% of people said health was their absolute top priority, yet only 50% had made any plan for degenerative health issue.

– 75%  of people viewed money as a great enabler, while the same number said if they lost all their wealth, their purpose in life wouldn’t change.

– 83% said they struggled to balance competing priorities (ever heard someone say they don’t have enough time?)

Tim walked us through his Dream Catcher Program, Full Time Lives Program and other various projects and collaborations he’s undertaken with other local businesses like physios and chefs.

Thank you to the XY+ legends who also contributed with ideas and commentary on various collaborations they’ve organised outside of Financial Services. Here’s a quick summary:

– A travel agent (obviously on the back burner at the moment)

– A counsellor who focuses on assisting kids through their final years of high school.

– A chiropractor (who had mentioned in a workshop that financial stress is a big problem in well-being)

– A life coach, with their view from more of the spiritual realm to assist clients t remove blockers and grow.

And here’s a bunch of resources and download:

2015 U.S. Trust Insights on Wealth and Worth – https://www.privatebank.bankofamerica.com/publish/content/application/pdf/GWMOL/USTp_AR3FPDKC_2016-05.pdf

FPA Living the Dream Report – http://www.moneyandlife.com.au/wp-content/uploads/2017/08/FPA-Live-the-Dream-2017-Research-Report-FINAL.pdf

Tim’s The Grass is Greener Podcast (go give it a like and a subscribe!) – https://podcasts.apple.com/au/podcast/the-grass-is-greener/id1531281093

Aspire – It’s Your Life Website – https://aspireplanning.com.au/its-your-life/

Wellineux_169 ASPIRE FINANCIAL Dream Catcher Questions.pdf

Wellineux_171 Intentions 2019 A5 Booklet.pdf

Email.pdf

Gift Box.pdf

Tim is super generous with the value he shares, so don’t be shy in reaching out if you have any questions or want to brainstorm an idea.