After having experienced the difficulty of acquiring a mortgage to buy a real estate and realizing through family, friends and acquaintances the great need for financial help, they tried to take matters into their own hands and form a single entity that would take care of the main financial points of a BRW family. Do you have no idea how to acquire mortgages, sale and purchase of real estate, life insurance and investments, tax returns, notarizations? Or do you just want a second opinion on your decision to retire in a few years or start your own business?

What does a financial advisor do?
Financial coaches can offer guidance on many types of money problems and help improve your money habits.
The role is part therapist and part financial coach, helping you achieve your financial goals by gaining an understanding of your financial situation, financial behaviors, and personality. They can then provide you with helpful education and resources, and empower you to make confident decisions.
What coaches don’t do is manage your money, make decisions for you, or recommend specific investments.
For example, that might mean helping find state child care subsidies. Or it could help find a short-term emergency loan at credit card rates instead of predatory loan rates.

What qualifies someone to be a financial coach?
There is no universal set of requirements that a person must meet to call themselves a financier, but many have related advisors, degrees, or experience that help professionalize the work they do.

how does it work
Trainers aim to have sustained contact with a client over time. But you decide the cadence of the relationship, whether you want to talk to a trainer weekly, monthly or not after a few sessions.
You also decide how you want to interact with the trainer, be it by phone, email, video call using a web platform or digital application that the company can provide.

Contact us or whatsapp for immediate advice with one of our financial advisors.