Leading the way in financial education
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, firstname.lastname@example.org and 1300 859 758.
Quakers Hill homepreneur Dominic Aarsen is a program director for Moneyvest Financial Education. Picture: Carmela Roche