I will sit down with you and see where all your funds are going. I will then guide you on the best way to save whether it be certain conversations with your current financial institution or to where to find the best deals for your individual situation. The cost will be 20% of the amount I save you over a 12-month period.
I will collect the bare minimum of information to compare all your expenses. I will never ask for bank account numbers or any other personal information. I will be looking at the financial provider, your current fees, and rates. Using this information, I will do all the research for you to get the best deal. Once I put together the cost saved to you, you can make your own decision if you want to pay to go ahead.
An example is where a client saved $4565 USD across all financial products over a full year paid $913 USD to receive the package. The client still saved $3652 USD for first year and ongoing yearly saving of $4565 USD.
If you already have a great deal and I can’t save you any money you only have to pay for this session of $50 that’s how confident I am that you could get a better deal.
Save money today!
5% of the fee for this course will be donated to one of the 7 charities listed on the LGBT page.
All bookings will receive a prequestionnaire via email to be completed prior to meeting. This will give Lee an understanding of your unique situation, so you get the most out of your training session.
This workshop is online face to face via Video Call. Bookings can be made via booking page calendar.
I will collect the bare minimum of information to compare all your expenses. I will never ask for bank account numbers or any other personal information. I will be looking at the financial provider, your current fees, and rates. Using this information, I will do all the research for you to get the best deal. Once I put together the cost saved to you, you can make your own decision if you want to pay to go ahead.
An example is where a client saved $4565 USD across all financial products over a full year paid $913 USD to receive the package. The client still saved $3652 USD for first year and ongoing yearly saving of $4565 USD.
If you already have a great deal and I can’t save you any money you only have to pay for this session of $50 that’s how confident I am that you could get a better deal.
Save money today!
5% of the fee for this course will be donated to one of the 7 charities listed on the LGBT page.
All bookings will receive a prequestionnaire via email to be completed prior to meeting. This will give Lee an understanding of your unique situation, so you get the most out of your training session.
This workshop is online face to face via Video Call. Bookings can be made via booking page calendar.