Finance and wealth strategy is a funny business.
We very quickly get to peer through the curtains and see behind the façade that people erect for their family, friends and work colleagues.
We get to know their income struggles. Their debt battles. Their marauding family members.
We get to know someone’s deepest fears and most closely held beliefs.
Sometimes we uncover truths the client didn’t even realise themselves.
Occasionally we act as marriage or business counsellors.
At the end of the day, we typically find resolution in a space the client knows to be true, but often has resisted for years.
We believe that at the core of their being, most people are driven by similar desires.
The desire for security. The desire for safety. The desire for connection. The desire for meaning and purpose. The desire for choice in spending time and money.
The way they pursue these desires though is wildly varied.
In pursuing these desires, we all encounter problems to overcome, all of which share a root cause.
The triggers for clients coming to us are extensive.
Perhaps their business isn’t as profitable as they feel it should be and they want help fixing it.
It could be that they are terrified of what would happen to their family should they be unable to work.
They might just be seeking clarity on whether they should purchase a home, and how they should go about doing it.
These are all triggers for reaching out to us, but usually they do not represent the full problem.
Although we all handle money just about as well as we do running or breathing, few actually understand how it works and how to harness it.
It’s common for us to feel frustrated about our financial position and anxious for it to improve.
We feel intimidated by numbers and money.
We feel ashamed of our financials and our lack of success.
We may even feel as though we haven’t got what it takes to become what we truly desire.
That deep feeling of frustration is also driven by a vision of how we think things should be.
Your business SHOULD provide you with the life you want.
Your working career OUGHT TO provide for you when you decide to step back.
You SHOULD NOT have to spend your prime years saving for some ambiguous ‘twilight’ of your life.
All of these problems, frustrations, desires and beliefs are caused by a common enemy to everyone….
A lack of clarity and education around finance and money.
When you think about it deeply you’ll know it to be true.
Your business would be more profitable if you better understood and controlled how money flowed around the company accounts.
You would not be concerned for your family if you knew where the income to replace yours would come from.
You would not feel intimidated by money and numbers.
You would understand why your financials were the way they are and so be able to fix them.
Your business SHOULD provide for you, and it can – if you understand the numbers (and don’t just leave it to your accountant – it’s likely they don’t know much better than you).
Your working career CAN provide for you – if you take the time NOW to make the necessary financial adjustments.
You WILL NOT have to sacrifice the prime of your life – if you commit to understanding where you are, where you want to get to and sticking to the plan.
To grow financially, you need to buy, sell, invest and spend.
Knowing your numbers (or having a team that knows them for you) makes buying, selling, investing and spending money a clear, simple exercise with measured outcomes and risks.
We at Voyage Financial understand that we are not the central characters in your life’s story.
We are merely the guide who shows you the way and gives you the tools.
Your future can match the vision you have in your mind.
You DO have what it takes to be successful.
All you need is to understand your numbers, and this is the vision I and Voyage have for you.