Aimed at meeting the needs of those still growing their wealth, we’ve designed three packages to suit people on the go.
Or not. Money shouldn’t be intimidating. It’s liberating.
Plan your life how you want to. Buy the expensive perfume, the coffee, the meal. Take the holiday, the job offer, the break. Change careers, become an entrepreneur.
Put your goals first, put others voices last. There are no set rules because your financial wellbeing is not a trend. Follow yourself.
At LOTS, we are no one’s guru. We are here to empower you to be super powerful in finding your own authentic goals and giving you the tools to enjoy the journey, knowing the outcome is already done.
This offering if for general advice only. What does that actually mean? We won't be making recommendations on specific investment products or strategies related to them.
This is a really great option for those looking for mentoring around their money mindset, want to get cash flow under control or have a short-term savings goal.
We meet on a regular basis to give you accountability and a chance to chat with Sarah where we discuss money mindset and increase your education around financial tools and systems.
A package designed for employed singles or couples with 1-2 investments. Strategically, we start with understanding your cash flow and allocating to your goals via investments.
You'll gain access to the members hub, including the LOTS Money Mindset and Financial Literacy course. We'll chat via our app and online meetings, ensuring that you feel comfortable with the plan and most importantly have accountability to it.
Through our chats we'll be addressing all 3 pillars of our service delivery, ensuring you can become your own finance guru.
For those working for themselves or with more than 3 investment products, this package is aimed at lengthier discussions to ensure you can stay on top of the decisions needed to manage your portfolio to meet your needs.
With access to the members hub and app, you have the power to stay fully informed on your investments. Via our app we can chat with your accountants and lawyers as well, ensuring everyone had the information they need.
Sarah's background as an Accountant assists her in understanding your businesses position and designing a cashflow that works in harmony with that. This knowledge also assists her to have some great discussions with your Accountant.
At LOTS, we use an app as our central hub for all client interactions. Your data is then kept securely behind 2 factor authentication and sensitive information is out of emails.
Why we love the app:
We are only at the start of all the goodness we can deliver through this tool. As more features turn on, they will be delivered to you.
We deliver strategic advice via video, giving you the chance to stop, rewind and fully digest the material. Links to this will come via the app. Then when we get together to chat, you’re fully informed.
At LOTS, we’re here for the young spirits ready to empower themselves. The motivated and passionate souls ready to craft a life full of wonder. What that wonder looks like? That is yours to define.
We are each a unique personality contributing to this glorious human experience, we will champion whatever you are passionate about. You might join us with almost no assets, or plenty, that’s not the important bit. We get fired up about partnering with you to make those visions of your life a reality.
