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In our experience, individuals do not optimise their financial position or manage their money correctly. They are so busy with their career or business that they do not have the time to manage spreadheets, budgets, investment portfolios, tax returns and so on. They may not have the interest nor do they have a financial plan to work from. Our education system does not arm us with the knowledge to ensure we are optimising our financial resources and the financial industry is still working from a flawed model designed to sell policies and products for commissions versus helping people to achieve the goals that will truly improve the quality of their lives.

We can educate you on how to optimise your personal economy and as a result you should see some or all of the following benefits:

  1. Increase in unearned income through expert portfolio management
  2. Additional savings through tax optimisation
  3. Accelerated debt reduction
  4. Improved retirement structure
  5. More certainty, clarity, freedom and peace of mind knowing you have a plan with someone objective looking after it on your behalf
  • Financial Education
  • Strategic Financial Planning
  • Budget Planning
  • Annual Strategic Review
  • Risk Management Analysis
  • Retirement Planning Review
  • Existing Assets Analysis
  • Accelerated Debt Reduction Plan
  • Share Scheme Review
  • Will & Estate Planning
  • Nutritional testing
  • Leadership training
  • Career development training
  • Personal development coaching
  • Much higher than anticipated morale levels
  • Higher productivity
  • Lower absenteeism
  • Lower contact rate with payroll and HR staff
  • Improved staff retention
  • Reduced stress – money issues are considered to be one of the main causes of stress
  • Increased net income – savings coming from Tax, Banking, Insurance, Improved terms on loans etc
  • More free time as financial issues taken care of through the process
  • As a result of having a strategy, member will have more clarity, focus, direction and purpose

4 + 9 =

Went through UConsultings service over a 6 month period and really enjoyed all I learned about how to manage my money, what I should eat to improve my energy levels and how to structure my thinking to make sure I follow through…I’m a member for life.