FINANCIAL PLANNING
Testimonials
Thank you for preparing this, it looks great. Hard to believe that with a well thought out plan, provided you stick to it, you can achieve financial freedom when you retire.
Overall looks great and I’m impressed.
Angelo L
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Adam has been very professional from the start. I have been dealing with him for a few months and he has been great on the customer service. He obviously knows his stuff.
As a result I have gone ahead with the implementation. I would like to see Adam more than once a year. He is very good at putting things into simple terms.
Jason W
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Many thanks for taking the time to present a fantastic plan and it looks great. More than that I am very pleased that both S and I also had a chance to sit and discuss this over the weekend!
Thanks again for working out such a comprehensive plan and love forward to being in touch with you soon.
Ragu
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Thank you for looking after my investments. Your office staff (Andrew, Lawrence) are most efficient and provide me with a lot of follow up and support and thus make the process very easy.
The Freedom Plan looks very promising and very encouraging, even though it is pushing against my comfort zone. I need you guys to “hold my hands” as I need to change my paradigm of buying and selling 4-5 houses a year. And all is good and great stuff!
Francis F
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Bill Zheng and Investors Direct have a wealth of knowledge about financing investments and wealth building that's well worth tapping into!
Beau B
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FINANCIAL MENTORING
I wish to thank you for encouraging me to have a meeting with Bill when the other meeting time fell through. I did think I would be wasting Bill’s valuable time and mine as nothing could be done for my situation. However, Bill proved me wrong and I am extremely happy with the outcome. Thank you again for your persistence in setting up the appointment.
Janina B
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Actually I can honestly say that I have gained a lot out of the Language of Money program. I found the content of the seminar very useful and it certainly challenged my existing thoughts and practices in relation to money and how I perceive it.
The most important adjustment for me that came from attending the seminar and the subsequent use of the Family Budget spreadsheet is that I am more conscious of my spending and less inclined to waste money on frivolous items.
I’ve already made some significant changes to my monthly budget and have managed to increase savings over the past few months. Prior to attending the course, I certainly wasn’t in a position to even think about increasing my property portfolio. But now that my thinking on such matters has shifted, I’m already looking in to what my next steps will be.
Damian G
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The program is certainly an empowering exercise. I feel that I have gained more respect about the way I manage my money. The monthly exercise (aka ritual) also helps me realise that I don't have to worry about the bills. In fact, I look forward to receiving bills in the mail because I know that I have taken the action of allocating funds into my reserve payment account.
The revised template you provided me also allows for a more accurate view of the funds needed to support living and investment expenses.
It's great to know that Van is starting to use the system too. With your help and support, I'm sure she'll experience the powerful benefits like I have in no time.
Joliet S
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The Language of Money program has, for the first time in our lives, allowed us to get into a regular routine of budgeting. With the support we received for the first few months, it was possible to finally make the monthly discipline a manageable task. We now know what we have to spend on which priorities, including clothes, holidays and other luxuries. Thank you to the entire Investor's Direct team.
Ms Sarah Y & Dr Adam
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The planning of our money prompted a review of all our expenses, including new quotes for insurances, cars and phones.
The template provides a simple way to review your total financial picture with accurate up to date data…gives you more options for money decisions not planned for.
The money template prompted the thinking of what accounts do we need, what key expenses do we have, and how & where are they allocated? What actions did we need to take to achieve the budget planning structure that we wanted?
Using this template saves time and money. I have learnt by setting aside a couple of hours every month and updating actual, and budgeting ahead keeps the plan alive and real and achievable.
We feel that we are getting SORTED!
Fiona B
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The Language of Money run by Bill Zheng was one of the best wealth creation seminars I've been to.
Sharon R
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Just a quick email to let you know that in the second full month of using the budgeting tool we have achieved a reasonable surplus after recording a deficit in the first month. This result could only be achieved however by the persistent tutoring that Sarah provided over many months of phone calls. I always found Sarah to be very courteous, patient, and clear with her explanations. Likewise, she has always been prompt with calling at the scheduled time. I am very confident that I can carry on the good work that Sarah helped me start, and I've no doubt that she has helped and will help many more of your clients.
Andrew B
