Contact Us

Mobile

0404 031 271


Email

simone@herwealthcounts.com.au


Address

12 Macquarie Street

PRAHRAN VIC 3143

Online Enquiry

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The Works

 

We’ve developed this strategy that ticks off all the things we know you might need now or in the future. It might be that you only need some advice on one thing or it could be a whole range of areas that you feel you need help with. What’s important to us is to make sure that through our discussions, you are able to better define your goals and then work with you to help you get there.

Let’s face it we all live busy lives which is why it’s so easy to get complacent. This is where we come in, we will be your money managers working super hard to bridge the gap from where you are to where you want to be.

We aim to build a community where all our members can use their voices, make their own decisions, and engage in their own financial well-being. We offer transparent, reliable and professional services in a fun and non-confronting way - we are clear in our vision and our values - offering value based fixed pricing and taking NO commissions. Furthermore, having robust investment beliefs ensures we give our clients logical, ethical and sound investments with solid returns.

Our Advice Solutions:

 

 

Shoe Box

  • I need help with a couple of things.
  • Whether your issue is sorting out your superannuation accounts, deciding whether to buy a property, how to get out of debt, saving for your children’s education or putting in place personal insurance, we can get you sorted.
  • Furthermore, we will also get things set up and put in place for you.
 

Shoe Rack

  • I need help with many things
  • You’re at that time in your life where you start looking at the bigger picture. You’re sick of not having control over your money and want help to get a better gauge on what you need to do to get on top of it all. You might have more complex needs as such debt reduction or consolidation, superannuation including whether an SMSF is right for you, complex investment strategies, ensuring you protect your assets all the way through to making decisions on which structures your assets should be held under eg Family Trust / SMSF. We’ll sort through your issues and give you a clear financial roadmap telling you what you should be doing now to give you what you want in the future.
  • Furthermore, we will also get things set up and put in place for you.

Our Ongoing Advice Services:

 

Keep Me Accountable

  • I need to be kept accountable
  • This is the most important part of your financial journey, the need to keep you accountable to your goals and making sure you stay on track to achieving your financial freedom
  • Our going advice solution is designed around engagement, education and empowerment....... we work with you to get you to where you want to be
  • Coaching session to help challenge your mindset and keep you on track – either in person, via skype or phone 
  • One on one strategy meeting 
  • Access to your portfolio
  • Invites to Her Wealth Counts member events and seminars
  • Proactive contact and updates

 

 

Booster

  • I can keep on track just need a booster
  • One on one strategy meeting (annually)
  • Access to your investment portfolio
  • Invites to Her Wealth Counts member events and seminars
  • Proactive contact and updates

 

 

Cashflow Super Star

  • I need help with managing my money
  • Its important to understand where and what you spend your money on. If the thought of preparing a budget and implementing a plan makes you cringe, then look no further we will take over, organise and prepare your cashflow and keep you accountable. This includes monthly reports, so you can see where your money is going and will help you to stay on track. 

 

Ask us more about our services and pricing

Add On Solutions

  • SMSF set-up
  • LRBA set-up – borrowing arrangement within an SMSF
  • Trusts – family, testamentary

We have important alliances with incredible professional businesses that will provide guidance and advice across accounting & tax, business legal services and personal Wills/Poa’s, Family Trusts and property purchases.

 

Have a chat with us today for all your broader financial needs.