Wealth Knowledge Training
What you can expect from Smart Money will aid you in learning financially independent thinking by helping you to identify your old road map about money and to develop your own new road map.
Exploring the concepts and diligently applying the Smart Money steps will transform your relationship with money and lead you to financial intelligence , financial integrity and financial independence .
The Smart Money Wealth Knowledge Training System covers the following:
- assessment of your current financial position and wants
- understanding what your borrowing capacity is and what that means to you
- how different finance structures affect you and which is the best for you
- how different lending products affect you and your cash-flow
- how to make every investment property self-funding and self-sufficient using positive cash-flow strategies
- understanding leverage and gearing simply and easily, so you can put them both to work for you
- the no stress, no strain purchasing and financing procedures so that you fully understand what is involved to purchase a property and how to arrange finance
- fees & charges - during this module you will receive a check list on all the fees and charges that you may need to cover when restructuring your finances or in purchasing an investment property. This way you can sleep easy knowing that nothing is missed
- settlement procedures - the process of settlement on an investment property and loans can be complicated. This module explains the process and procedures in order for your transaction to proceed as smoothly as possible
- investment - personal wealth is created through increasing your net asset position over time while at the same time decreasing your debt. This module explains how a generic investment works over the medium to long term.
During the Wealth Knowledge Training you will be asked to complete a short questionnaire to enable us to understand your current financial situation and your future aspirations to create or accelerate your wealth.
We would like every client to feel comfortable with the decisions and choices that they make. To this end our Smart Money Wealth Knowledge Training has been designed to allow you to proceed at a pace that you are totally comfortable with. We will work with you to ensure you get all the information you need, and to have your questions answered.
You will not be put under any pressure whatsoever to do anything you are not completely comfortable with.
This also includes a comprehensive manual and check lists so that you do not have to remember everything.
