Matt Hern - Financial Education and Advice
Matt Hern - Financial Education and AdviceMatt Hern - Financial Education and Advice
Personal Advice Workplace Education Conference & Events About Matt Contact Us Home

 

Welcome

Are you thinking about sorting out your finances but not sure what is best for you?

"I guide you on the right financial choices to achieve what you really want in life"

When you're searching for financial advice for the first time one trick is to ensure you start by getting advice on the highest priority issue.

Sometimes that is the same as what's at the front of your mind. But in my experience there is often something else equally, if not more important to sort out.

I created The Six Stages of Wealth Creation to help you:

  • Accurately assess your current financial situation

  • Identify the highest priority issue to address first

  • Guide you on the next action to take in sorting out your finances

Watch my presentation of The Six Stages of Wealth Creation below and download a one page summary to keep for reference as you watch.

What to do next

Your highest priority next action is determined by the stage you are currently in.

Stages 1 and 2

Explore cash flow coaching to get you out of debt fast and consistently saving money for what you really want in life.

Stage 3

Complete my free, online Financial Foundations Health Check to identify the gaps you have in your financial foundations and what action you can take to plug them.

The online questionnaire takes between 4-7 minutes and you instantly receive a personalised report.

If, once you read the report you decide you want to get advice then please send me a copy of the report and we'll then discuss the most appropriate advice service for you right now.

One step to help you plug the gaps is to join my course DIY Wealth Creation.

Stages 4 and above

Congratulations! You are in the very small minority of adults with comprehensive plans in place to have enough money for all of your important lifestyle goals.

Contact me to discuss the money matters on your mind and I will guide you on the best next step.

Warm Regards

Matt Hern
Certified Financial Planner

Latest articles from The Money Guide


Home | Terms of Use | Privacy Policy | Search This Site

Matt Hern trades as FINDRE
(Empowered Wealth Pty Ltd t/as)

ABN: 21 592 525 720

Phone: 08 9467 7320, Fax: 08 9463 7848
PO Box 259, Bull Creek, Perth, Western Australia 6149, Australia
Website: www.MattHern.com.au Blog: www.Money-Guide.com.au

Add to Favourites

 

Sentry Logo

Please note that the information and resources on and accessed from this site are general information only and not personal advice. Please read the Terms of Use before using this website.

Matt Hern is an Authorised Representative of Sentry Financial Services Pty Ltd (AFSL 286786).

 

CFP logo CFP® and CERTIFIED FINANCIAL PLANNER™ are marks owned outside the U.S. by Financial Planning Standards Board Ltd and used by the FPA in Australia under licence.

 

Free Financial Health Check-up

 

DIY Wealth Creation course information

 

Testimonials
Testimonials
Three times awarded as one of Australia's Top 50 Financial Advisors