The Game of Money – Evolve Financial Planning

The Game of Money®- Your Wealth Journey

Like it or not, money is a game. That’s why we use a baseball diamond as a great way to explain the different stages of wealth creation.

Stepping up to the plate

No plan yet, no strategy and no direction.

the game of money®

1st Base- Foundation

Foundation

Here you’re starting to lay the foundations for future success. You might already have a decent cash flow, your Super working a little smarter, efficient debt management and your tax under control. You’re almost ready to start building something bigger.

Even if you’re further along in the game of money – it’s important that you have your foundations in place.

2nd Base- Pathway To Wealth

Pathway to Wealth

When you’re ready to make real change, you’ll need a pathway to wealth guide. Without it, you’ll float around aimlessly in an ocean of poorly thought-through decisions.

No plan = no action. No action = no results.

Let’s change that.

We’ve developed a simple 9 step pathway to wealth guide that’s designed to help you create the lifestyle you’ve always dreamed of.

Our 9 Step ‘Pathway To Wealth’ Guide:

Spend less than you earn
Invest the difference in good quality growth assets
Own your own home
Manage your borrowings wisely
Own an investment property
Smart Super strategies
Build a professionally managed share portfolio
Protect yourself and your family
Get quality on-going advice

Not only will you start to see real results, but you’ll be also able to live with the peace of mind that you’re on the way to financial success.

3rd Base- Countdown to retirement

Countdown to retirement

With your plan in place and your money working away, it’s time to make sure everything’s on track for your retirement.

This stage is about:

Home Base- Retire In Style

Retire in Style

Your basics are covered, you’re on top of things but you still feel that you’d like a little more. You don’t want to retire with just ‘enough’, you’d rather ‘retire in style’.

Our ‘Retire in style guide’ is specifically designed for FIFO, mining workers and business owners (but we can tailor it to anyone) who want to fast track their retirement.

So, if you’re ready to retire with comfort, security and the peace of mind that financial success brings – then this program is built for you.

The Plan Is Based Around 5 Key Pillars:

Keep it simple
Implement smart strategies
Get started (do it now!)
Take a structured approach
Get sound ongoing advice

Each element of the pillar is designed to put the structure in place for you to build a solid plan and guide you to where you want to be sooner rather than later.

We’ll go over each pillar in more detail during our initial free consultation, but here’s a brief glimpse of a few things we’ll cover:

Sharpening your goals
Having a clear estate plan
Defining the right sum of money you want
Understanding how to make it last
Tax-free pensions
Setting a solid investment methodology

What our customers are saying...

"We cannot thank you enough Paul for all your professional advice and guidance with our retirement financial planning since 2005. I had to finish my 35-year Ambulance Service career within a week due to my serious health issues. It was a very stressful time, we had not made any retirement plans when you visited us to assess our position and look at the way forward. You will never know Paul just how much that you did for us that day. You lifted a huge load from us and set us on a very successful retirement plan. While there have been adjustments along the way, your advice and guidance has always been just the best direction for us. How can we ever thank you Paul for all that you have done. It has been a wonderful 17-year journey and we have lived a very comfortable lifestyle during those years. All because of your advice and excellent financial planning ability. We really wanted you to know that we admire the way you operate such a business of high repute. We also highly respect you so much for your business ethics and just importantly your very personable and friendly disposition. It has all meant so much to us."

"We have been extremely pleased in every way with the professional, friendly and honest way that we received financial advice and assistance since dealing with Paul and his staff from the very beginning. We found ourselves having to get advice urgently following a major health problem and forced into early retirement, 10 years ago. We have nothing but praise and gratitude for all the professional help and guidance over all that time. Communication is second to none and Paul and his staff are always available to listen and help."

"We came to Paul on a referral and after a settling-in period have had absolutely no reason to regret it. In a world of shonky financial advisors, I think friends etc. would be happy to have a referral to someone honest, reliable and very competent."

"Our experience with Paul has been outstanding. He always explained things in a way we could understand clearly and he was very patient and understanding to any questions we had."

Free Consultation

In this FREE session we will help you to: Get answers to your burning issues & questions, develop a clear picture of your financial situation, design & set your financial goals & objectives, build strategies to create your clear financial road map for you to take away.