Mastering Your MoneY:
A Personal Finance Course
reaching those #epiclifegoals such as buying a home, a dream honeymoon or creating an investment portfolio that provides you complete financial freedom - all starts with #healthycashflow.
money in VS money out.
this program will help you ace money management and set up #smartmoneyhabits for life.
Get #moretime for LIFE.
THE GAME PLAN
Strategise | review your finances and your goals to create a strategy for success
Systemitize | organize and automate all your finances in our wealth app
Strengthen | we track your progress and keep you accountable for hitting targets
It's so simple. The sooner you build the foundations and plan your journey to real wealth, the sooner you get there.
If you have poor spending habits, need to pay down debt or want to ramp up your savings, this program is designed for YOU. Let's MASTER YOUR CASH FLOW and get you headed towards reaching those epic life goals. Stay on top with time efficient tech, solid strategy and some serious accountability.
HOW WE HELP # MASTERYOURMONEY
▶️ ORGANISE your finances into the My Prosperity - our all in one personal wealth app
▶️ CLARIFY your financial goals,
▶️ ORGANISE your bank accounts and saving categories.
▶️ AUTOMATE a savings plan.
▶️ CREATE a debt reduction plan.
▶️ TRACK YOUR PROGRESS with monthly spending/budget reports and goal tracking
▶️ Provide Live Q&As
MODULES:
▶️ 1. Where are you now? What is your current financial position?
Here's what we cover:
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Get financially organised
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What do you own?
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What do you owe? (Debts, liabilities, loans)
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How much do you earn?
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How much do you spend?
▶️ 2. Where do you want to be and why? (Goal and value setting)
Here’s what we cover:
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Goals and values board
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Pathway to financial independence template
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How to use money calculators
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How to create an action plan
▶️ 3. Debt Plan
Here’s what we cover:
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Review your current debt
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Advise whether to retain or restructure your debt
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Create a debt reduction plan (Remove, Reduce, Refinance or Consolidate your Debt)
▶️ 4. Income and Spending Plan
Here’s what we cover:
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Create a spending and savings plan
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Track your spending to create awareness
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3 month review
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Set budget, create saving plan
▶️ 5. Bank Account Plan
Here's what we cover:
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3 bank account types
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Single bank account plan
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Couples bank account plan
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How to automate your spending and savings
▶️ 6. What's next!
Here’s what we cover:
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Create your financial action plan
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Tips and strategies to manage your mindset and stick to your goals (and budget)
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Tips for protecting your wealth (insurance and estate planning)
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Tips for growing your wealth (investing, shares, property)
▶️ Bonus Content: 5 ways to make extra money
▶️ Bonus Content: How to cut your weekly food bill
