There are three proven ways that your client can build sound money skills: Regularly meeting with a financial planner Enlisting a professional coach to keep you on track Budget - tracking spending and sticking to a savings plan Having all three options available to your client just got a whole lot easier!

In addition to providing sound financial advice in your capacity as a Financial Planner, or if you are in accounting, law, broking or other professional industries, you can now provide additional support to help your clients achieve behavioural change as well as achieve their goals by:

Becoming an Accredited Lifestyle Freedom Coach

Providing your existing staff the opportunity to become an Accredited Lifestyle Freedom Coach

Offering the services of a Lifestyle Freedom Coach adds value to your clients by providing a total package to improve their chances of financial success.

Professional development opportunity Improve communication techniques Gain a deeper understanding of client financial behaviour

Increase value to business and take on a more active role in the organisation with greater responsibilities

Build better rapport and relationships with clients and other staff

Develop ability to anticipate problems concerning the client and work proactively with them to stay on track

Gain a greater understanding of lifestyle issues

Learn new skills and techniques

Contribute directly to increased revenue for the business

Career development path

Variety in the work performed

By becoming an accredited Lifestyle Freedom Coach you will automatically be added to the coach search function where Lifestyle Planner website traffic will find your profile and/or website and generate a request form for your services. You will then have the opportunity to accept or reject the potential client online.

To enrol in the Lifestyle Freedom Coach Accreditation Program click here

Provides a professional tool to assist your client to understand their true financial position

Provides Financial data reports to assist the coaching process

Provides an up to date and accurate account of clients financial information

Helps your client to keep a track of their money, streamlining the coaching process

For further information on Lifestyle Planner click here