Take Action


A brief introduction to my new marketing message.

Hi gang.  I just wanted to take a few minutes to write a quick note about my new marketing message.

In actual fact I‘ve been communicating this message to my clients for about a year now and just finally wrote it down in the form of a flyer that I leave behind with all of my meetings.  The message is direct and leaves the perspective client with no doubt about I expect from them. 

During all my meetings I stress the importance of taking action.  It is all fine and good to plan but planning is useless without action. 

Take Action Today That Your Future Self Will Thank You For

And what actions do I expect you to take?  It’s all laid out in the flyer I leave behind.  The flyer asks three questions:

  1. Do you have any debt?
    1. If I could show you a way to reduce the interest paid on all your debts, free up cash flow and be debt free years sooner, would that be a conversation worth having?
  2. Do you have a plan to protect and grow your assets?
    1. If I could show you a way to protect your assets from market volatility and other unexpected losses, without sacrificing growth, would that be a conversation worth having?
  3. Where do you want your money to go after you die?
    1. If I could show you a way to significantly reduce the taxes owing on your estate and increase the amount of money available for the people and causes you care about, without effecting your lifestyle now, would that be a conversation worth having?

Financial planning and growing wealth is simple (not easy).  It involves reducing and eventually eliminating debt, building and protecting wealth and leaving a legacy.  With a few simple changes to your lifestyle and thinking today you can make a significant impact on your life moving forward and well into the future, but you must take action.  The longer you wait, the harder it becomes and the fewer options you have available to you. 

So there you have it, my straight forward, no bullshit marketing message: 

Take Action Today That Your Future Self Will Thank You For

Check out the links to the flyer above and get in touch to start taking action for your future self…

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