You earn a good income however have nothing left at the end of you pay period.
You have no idea what would happen if you are unable to work.
You now find yourself adulting with a family and a mortgage and worry about what happens if something happens to you.
You have had a major life change and feel it is time for a re-think.
You know that you are worth more than what you are being paid however don’t know how to change this.
Why would you need Babylon Wealth?
Any of the above are reasons why our clients choose to work with us.
It is important to make that connection before you wish you had Babylon Wealth offers comprehensive personalised financial advice, which looks different for every client. Just like your fingerprint is unique to you, so are your financial circumstances and what is needed to support you.
With an extensive background in coaching, our adviser will always take a holistic approach to your financial situation. We want to know where you are, what you want and what can support you on that journey.
Our process starts with an initial 20 minute meeting to discuss the plan forward.
From there, if we know we can help you and you feel you can trust us, we make a time for a comprehensive, financial wellness check. (This costs $90+GST however, if you carry on with further paid work, we refund this) This time together involves delving into your current circumstances, where you want to go, identifying potential road blocks and your pressure points. It also includes a personal risk insurance analysis.
The financial wellness check identifies what the plan forward is and that is the space we act from.
Options include:
A personal risk plan including recommendations and premium costs
An extensive financial plan
A career package that includes some testing on what a great worklife looks like for you, identifying your worth and helping you with your first job application process including a CV and cover letter
One or any combination of the above.