If you’re among the many who don’t know, it’s time for a quick check up!
Thinking and worrying about money on a daily basis contributes very little to happiness.
But not knowing anything about your finances or having a skewed understanding of your financial position – that’s when you’ll find yourself in real trouble.
For us one of the MOST important steps in managing your finance is awareness, but it’s not always an easy process.
So our money management coaches have created this 20 minute Financial Health Check to help you. There are steps to map out and understand your current financial position, followed by exercises to help identify your financial goals with strategies on how to get there.
The most successful people today, no matter how busy, are the ones who set aside at least an hour a month to manage their finances. The rest of their money management is on autopilot, and the worry – that’s all gone!
THROUGH THIS WORKBOOK YOU WILL:
• Draw a map of your financial accounts
• Close accounts that unnecessarily complicate your map
• Put certain aspects of your finances on auto-pilot
• Create a list of your financial problems and dreams
• Prioritise those problems and dreams
• Create your Pay Plan – a list of five actionable ways to solve your problems and work toward your dreams
Offering a simple product portfolio, Crown Money Management’s focus is on educating customers to use their mortgages as a total wealth and savings management solution.
By helping to cure credit card addiction and shifting the focus to debt reduction, Crown Money Management’s model shows Australians how to manage their money more effectively, which results in them creating equity and paying off their loan faster.
Our team are passionate about financial planning and changing as many lives as possible through financial education.
Meet the team
"We were a bit sceptical before joining this program at first and thought it was a little too good to be true".
"We could never fully express the gratitude we have for him and the team at Crown".
"We have been thrilled with what the program has brought to us, we were all over the place before joining the program but now we have got ourselves into a nice routine that allows our money to be managed and is working for us".
See how we can help you
Fill in your details and one of our friendly experts will get in touch with you to discuss your financial needs. (And don’t worry there’s no obligation and it won’t cost you a thing! )
sign up for our 7 day challenge
We’ll walk you through 7 easily actionable steps that will kickstart your financial goals and save you thousands of dollars.
Subscribe to our free monthly financial education
We’ll show you the financial strategies that help one of our clients pay off their loan every 23 days.