Lead­ing the way in fi­nan­cial education

Rouse Hill Times - - NEWS - Vanessa Brad­bury

WHEN it comes to money are you a saver or a live by the mo­ment kind of per­son?

Quak­ers Hill Moneyvest Fi­nan­cial Education pro­gram di­rec­tor Dominic Aarsen wants to trans­form peo­ple’s re­la­tion­ship with money so they can make an ed­u­cated choice for their fu­ture and life­style.

The for­mer fi­nan­cial ad­viser and wealth man­ager for a bou­tique firm started his home-based busi­ness, Moneyvest Fi­nan­cial Education, in De­cem­ber last year.

“Hav­ing worked with ultra-af­flu­ent clients as part of my pre­vi­ous job, where we man­aged the wealth of clients worth $5 mil­lion to $100 mil­lion plus, there was one ma­jor theme re­gard­less of some­one’s wealth – we all have fi­nan­cial ob­jec­tives/ goals we want to achieve,” Mr Aarsen said.

“I have also found in my ex­pe­ri­ence that ‘prop­erty’ ex­perts and ad­vis­ers of­ten do not ed­u­cate peo­ple on their whole fi­nan­cial sit­u­a­tion, but rather fo­cus on as- pects that gen­er­ate busi­ness rev­enue.

“Peo­ple of­ten think it is only in­vest­ments which are im­por­tant in cre­at­ing, build­ing and pro­tect­ing their wealth, but with­out un­der­stand­ing the pieces of the puz­zle i.e. tax, su­per, per­sonal pro­tec­tion and debt, peo­ple are in­ad­ver­tently send­ing them­selves back­wards.”

Mr Aarsen has cre­ated an eight-week course that pro­vides the tools and knowl­edge peo­ple need to un­der­stand in or­der to achieve their fi­nan­cial ob­jec­tives.

De­tails: Dominic Aarsen

● moneyvest.com.au, dominic@moneyvest.com.au and 1300 859 758.

Quak­ers Hill home­preneur Dominic Aarsen is a pro­gram di­rec­tor for Moneyvest Fi­nan­cial Education. Pic­ture: Carmela Roche

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