WHAT YOU WILL GET
Life time access to
- 26 Training Videos (More than 2 hours tutorial and real world examples) (Valued $1650)
- Printable Templates & Workbooks (Valued $495)
- Access to our Financial Planning Mastermind group (Valued $300)
- FREE questionnaire assessment report (Value $300)
Total Value
$2745
ADD TO CART JUST $495WHAT YOU WILL LEARN
In the Beginner Financial Planning Online Course
WHO IS THIS FOR?
Is it right for you?
Young to Midlife
Time to accumulate knowledge and wealth through budgeting while you protect your wealth through hedging
Midlife
Implement a wealth management plan to repay personal debts, increase your investment options, explore superannuation strategies and prepare for Estate planning
Pre-Retirement
Numbers don’t lie, decide when to retire by analysing your financial situation through your superannuation strategies, recycling debts and invest in high cashflow assets and finalize the Estate planning
Retirement
This is the time to relax, enjoy and take the reward for your hard work. Don’t let your retirement become a daunting financial hardship.
No matter what stage of life you are in, you need to prepare your Financial Plan considering all elements at the same time!
WHAT IS INSIDE
Everything you need in one place
Break all the rules
and become a business owner not a self employed
The secret to wealth creation
is in your budget
Risk vs Profit
and what it means to you
Protect your wealth
through insurance
It’s never too early
to start thinking about retirement
GET INSTANT ACCESS TO THE FINANCIAL PLANNING FOR BEGINNERS ONLINE COURSE NOW
COMMUNITY SUPPORT
Get help when needed
Tap into the wealth of experience and knowledge within our community by asking your questions in the Mastermind group and avoid making costly mistakes
ADD TO CART
MEET YOUR WEALTH COACH
Helia Singh
Helia Singh is a financial educator, finance coach and the Director of Assurance Finance & Business Solutions. She has a passion for finance and is keen to share what she has learned over many years dealing with money and clients from all walks of life.
Through her experiences over nearly 20 years with numerous clients and helping them with their personal and business finance aspects of their life and assisting with business plan, Helia realised that the lack of business and financial knowledge is main reason for businesses to fail. It was the repetitive nature of this work that made Helia realise that she should focus on educating her clients as well as helping them resolve their financial problems. As the saying goes, give a person a fish, and you feed her/him for a day, teach a person to fish, and you feed her/him for a lifetime.
"I will help to identify negative emotions and behaviors towards money and find a way to master it by developing a strategy based on client’s values and goals." Helia Singh
RECENT INDUSTRY AWARDS
TESTIMONIALS
What my clients are saying
Saba. Yaz
– University Lecturer
"I've been Helia's client for several years and used her advisory services many times. Helia's knowledge and experience along with her passion to educate individuals about their financial decisions make her a unique coach. She is honest and trustworthy. She offers tailored advice that will bring you the best possible results."
