Financial & Business Mentoring

 
 
mentoring

ONE-OFF MENTORING

We offer One-off Mentoring Sessions for individuals and small business owners who need some guidance or advice on anything related to their business, tax, investments and all round financial growth. This could cover anything from teaching you how to read your financial statements to working through a new business idea or even understanding how you can accumulate the deposit for your dream home.

 
regular-mentoring

REGULAR MENTORING

For those who are ready to commit to getting their financial world humming! We offer monthly coaching packs (with discounted rates) of either 4 or 6 sessions where we plan, implement and transform an area of your business or their overall financial position. These sessions are for people who feel like they really need to shake things up and create some momentum -- think of it as therapy for your finances.

 
financial-deep-dive

FINANCIAL DEEP DIVE

The financial deep dive is for those who want to review, discuss or explore a specific part of their financial world. You may have an established business that has outgrown its current structure and you would like to know the best way to position your business for growth. Perhaps you are an individual with an investment portfolio and would like to understand how to make some adjustments in order to create better passive cash flow from your portfolio. Let's say that you are starting out and want some advice on how to protect yourself, your business and give your business room to grow and change.

In order to provide this type of advice we need to gather detailed information from you prior to the meeting so we can provide you with advice and strategies on the call.