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YOUR Future Strategy Private Client Program
Transcript of YOUR Future Strategy Private Client Program
Join the YOUR Future Strategy Private Client Program and receive:
A financial assessment and strategy to begin investing in property today
A comprehensive portfolio review
3 months free of private coaching
The first step of the YOUR Future Strategy Private Client Program is the easiest.
3. Make the Most of
Now vs. "Interim Life" & "Your Goal Life"
Money management strategies
Australia's leading private advisory group.
Our strategies secure
R future financial growth and freedom.
We provide tailored advice and integrated services all delivered seamlessly.
So, what do all these services mean to you?
What does it have to do with
R Future Strategy?
Meet Jack & Jill
They're thinking about buying an investment property and want to retire at 60.
However, they only disccuss these plans every once in a while with the accountant.
Both are busy professionals with no time to discern future goals.
They have also heard a lot about Self-Managed Super Funds, but their super seems to be doing fine.
Their insurance and everything else seems okay too. It probably could be better...
Jack and Jill have no future strategy.
Besides, who has time to organise it anyway?
Change conference call to 4pm...
Pick up kids at 6pm...
Make reservations for dinner with Jill tomorrow night...
Pick up dry cleaning...
Schedule meeting with Amy's teacher...
Pay electricity bill before Friday...