Email 1:
Hi {contact1.nameFirst}
Erik here the finance broker. As you might know we are passionate about helping you with your finances:
1) Money management
2) Creating positive cash flow
3) Building an income stream for life
Now, we know everyone’s financial situation is different. Sometimes it’s simple while other times it is very complicated. Wherever you and your family fit on that scale, we know we have the tools and experience to help you achieve your goals.
The ability to meet your goals (short, medium and long-term) is greatly impacted by your capacity to manage your money and cash flow effectively. For this reason we use high quality (and easy to use) money management systems for our clients.
Moneysoft is one of those tools. Through Moneysoft’s next generation technology we are able to provide you with an easy to use, efficient and powerful money and cash flow management service. One which connects your financial world – your bank accounts, household credit cards, mortgage account, superannuation and all other assets (e.g. your car) to present a view of your net wealth in one place.
Then the planning and tracking tools help you to set goals, see instantly (in real time) where you are at and what progress you have made. We have a short video for you that explains it really well, see the link below.
If you would like to find out more about how our genuine approach to strategic planning can help you then please watch the short video via the link below.
Once you have watched the video, consider signing up for a free account. See if this is for you and how much you can gain from having this!
If you have any questions, please feel free to contact me direct on 1800 756 267 or my mobile.
———————————————- ———————————————- ———————————————- ———————————————Email 2:
Hi {contact1.nameFirst}
Last week we contacted you in regards to Moneysoft. The response we received has been overwhelming! We did not realise so many people were actually in desperate need of better money management tools and finance coaching. If that is you but you have not signed up yet, we would like to help you make that decision:
On top of the great tools we are already offering, we are running an October special with the Moneysoft platform:
# We will set up all categories for you so all expenses are allocated correctly. No set up work required by you!
# You will receive a personalised report that lists income, expenses & expense groups. This will include 3 areas where you could make some quick improvements!
# We will send you our 5 tips for saving $10,000 on your mortgage in the next 12 months for free!
Why not find out how you can get better financial results by watching the short video via the link below?
Once you have watched the video, Consider signing-up for your free account.
If you have any questions, please feel free to contact me direct on 1800 756 267 or my mobile.
———————————————- ———————————————- ———————————————- ———————————————Email 3:
Hi {contact1.nameFirst},
Time for a quick testimonial of some of the results we have been able to achieve:
Have you had a chance to watch the short video? (link below). It’s a great way to learn more about getting better financial results for yourself!
If you have any questions, please feel free to contact me direct on 1800 756 267 or my mobile.
———————————————- ———————————————- ———————————————- ———————————————Email 4:
Hi {contact1.nameFirst},
Lets say you earn $100k pa. If we could help you identify just 5-10% of your income per month in additional savings (that is between $3,700 and $7,300 per year net), would you be willing to use these savings to double the size of your retirement/investment/property portfolio, in the space of just 10 years?
That’s not a sales pitch, it is reality and here are the calculations:
- Year 1: Household Income: $100,000 Year 1:
- Our cashflow service Impact: 5%
- Year 1: Value $5,000
- Year 10: Year 1 x 10 x 5% return p.a, compounded $71,034*
*Disclaimer: This is not advice and is used as an example only. However, it does serve to demonstrate the positive effects of compounding. It is intended to show the impact that a 5% year on year improvement in your cashflow position, can have over 10 years with a 5% return on invested funds. In this example, that places you a further $71,034 closer to achieving your financial goals!
———————————————- ———————————————- ———————————————- ———————————————Email 5:
Hi {contact1.nameFirst},
Short of Money? Don’t Blame Your Pay Cheque
“A few years ago two economics professors, Steven Venti of Dartmouth and David Wise of Harvard University, studied the issue of income versus wealth for the national bureau of economic research,
using social security lifetime earnings and net income assessments for 3,992 households whose heads were near retirement age. What they found was that:
- There is a huge variation in wealth at every income level. Many low income families have almost nothing. But the same is true of many high income families
- Income alone does not explain wealth discrepancies. Some of the lowest earning households had managed to accumulate significant wealth. In fact, income differences explained as little
as 5% of wealth dispersion
- What the researchers called ‘chance events’ i.e. Inheritances, unexpected expenses, marital status, number of children all accounted for only 4% of wealth dispersion
- Investment choices explained about 7% of the variations.
In other words, the vast majority of the differences in wealth had nothing to do with income, chance events or investment choices. According to Venti and Wise the major determinant of wealth creation was simply
based on how much individuals chose to save.Those who made it a priority to save built wealth, regardless of their income level, individual circumstances,
or choice of investment. And while life can be unfair and sometimes deals devastating blows, it would seem that the people who survive and thrive tend to be the ones who have a plan and
stick to it.
“Business Day, December 1, 2006”
“Research reference: Choice, Chance and Wealth Dispersion at Retirement, U.S. National Bureau of Economic Research, 2001”
