Steve began his own financial advice business Experience Wealth in 2008 to focus on Generation X & Y clients. He started his business with no clients, no referral partners and had never been an adviser before. Today his business is going strong, with a robust advice offer designed specifically for Generation X & Y, which is why budgeting, cashflow and banking represent such a large component of what he and his team do for their clients.
Steve has seen his business grow from internal client referrals, the majority of which are a direct result of his budgeting, cashflow and banking components within his client engagement model. Steve has taken these components from his model and makes them available to you through Your Spending Coach.
Steve created Your Spending Coach to help other advice professionals learn the power of having great budgeting and cashflow conversations with their clients. Because Steve has had hundreds of these kinds of client conversations over the years, it makes him the ideal Lead Trainer, as he can share these experiences with you, to help you understand how to apply the lessons learnt back into your business.Qualifications:
Chris has been working in Financial Services since 2009. He brings with him a diversity of experiences within the Financial Industry including Administration, Para Planning and his current role as Associate Wealth Adviser. In the Experience Wealth team, Chris is responsible for managing implementation of all client strategies, as well as reviewing Monthly & Quarterly spending reports for each client. Chris knows how to not just read the clients numbers, but more importantly he see patterns, trends, warning signs and improvements in clients spending and saving behaviour's, usually before they do.
The role Chris plays as part of the team behind Your Spending Coach is that of the ‘Virtual’ coach. He does all the cashflow work using Xero on behalf of those advisers who choose to use our Virtual model. Apart from an excellent work ethic which ensures quality at all times, he understands an advice business and can explain technical budgeting and banking issues using easy to understand methods.
Chris holds a Bachelor of Commerce from Deakin with majors in Finance, Accounting and Financial Planning
Anthony is new to the Financial Services Industry after completing his Bachelor of Commerce at Deakin with majors in Finance, Accounting and Financial Planning and kicked off his career at Experience Wealth Advice in December 2014. He is responsible for ensuring all clients' needs are looked after, with a primary focus on day to day management of their spending and savings program, which is managed through the use of the Xero Cashbook & Moneysoft programs.
Anthony's strong financial and technology background, combined with a high attention to detail, make him an ideal support person to assist you with your Xero / Moneysoft related questions!