6 Step Strategy.
Navigating your money.
Understanding and managing your money should be clear, simple, and maybe even boring. Gain invaluable insights and ideas into mastering your money with a free comprehensive six-step strategy. Drawing from over two decades of experience, this plan simplifies the complexities of money management, making it accessible and practical for everyone.
Learn how to manage your money by understanding your debt and expenses, assessing your income, organising your insurance, setting financial goals, working towards those goals, and regularly reviewing your progress. This approach is designed to provide easy-to-understand foundations of great money management. Then we help pull them all together from our guides.
Let’s set sail.
Anchors
In Step 1, we'll tackle the anchors weighing down your financial boat—your expenses and debt. Just like anchors can hold a boat back, overspending and debt can keep you from sailing smoothly towards your financial goals. We'll learn how to identify these anchors and start loosening their grip, so you can set sail towards financial freedom.
2. Sails
Step 2 is all about your sails—your income. Your income is what propels your financial boat forward. We'll discuss how to maximize your income potential, catch favorable winds, and steer towards financial success.
3. Safety
In step 3, we'll perform safety checks on your financial vessel. Just like a sailor ensures their boat is equipped with life vests and navigation tools, we'll delve into insurance and estate planning to protect your financial future against unforeseen storms.
4. Setting course
Step 4 is about charting your course towards your financial destination—your goals. Just as a sailor maps out their journey before setting sail, we'll help you define clear financial goals and plot a course to reach them.
5. Sailing
In step 5, it's time to hoist the sails and set off on your financial voyage. We'll delve into saving and investing strategies to help you harness the wind of compound interest and sail towards wealth and financial independence.
6. Navigation
Finally, in step 6, we'll focus on navigating your financial journey. Just like a seasoned sailor regularly checks their charts and adjusts their course, we'll teach you how to conduct regular financial check-ups to ensure you stay on track towards your goals and avoid potential hazards.