The questions you want answers to...
Do you offer personal financial advice?
The short answer is no. The longer answer is that we offer general financial advice, coaching, strategies and education (along with recommendations) for our members via Naked Wealth. If people wish to have one one one support we facilitate for this via our coaching program and ad-hoc consultations (for those who are members). For those members that do need specific personal financial advice tailored to their needs regarding a matter, we encourage you to review some independent financial planners via the various organisations you will find online.Â
Is regular one on one financial coaching available?
Yes, you can undertake our 10 month financial coaching program where you will work one on one with Dan and/or Dave. Existing members can use our ON DEMAND service to book Dan or Dave for short consults, financial health checks and deep dives, all which off advice and coaching as regularly and as often as you wish to do so.Â
Is my membership tax deductible?
Your membership might be tax-deductible. You should speak with your accountant or tax agent to get clarity around this query. Generally speaking, if you use our financial gym resources to assist your education and knowledge relating to your income producing investments and money management, then it is our understanding you may be eligible for a tax-deduction.
Do you offer a money back guarantee?
Yes we do.
We guarantee that everyone who completes our Naked Wealth Blueprint (via DIY, 10-week financial Boot Camp, or one on one coaching) will get at least 10X the value of their investment. By taking the steps we suggest, and following our recommendations, each and every member will improve their future financial situation by at least 10X what they pay us to work out in our financial gym.Â
We know our financial fitness program works because we have seen the outcomes our members get. We know it works because we have been doing what we do for a very long time and the outcomes are clear. Â
So, all you need to do is engage in, and complete our 10 step Wages to Wealth program (via one of our 3 training offers). Completing the 10 steps doesn’t require hours and hours of hard work or complicated maths type learning, quite the opposite actually. Anyone can follow our lead and achieve financial success.
In order to obtain a refund, simply explain to us how you followed our steps, actioned our advice recommendations, and that you do not believe your investment over time will achieve a return of 10X (1000%). We will review why this would be the case (we might ask to view your completed Money Plan and other actions), and if demonstrable that our guarantee cannot be achieved, we will happily refund your investment in Naked Wealth.
Do you need my personal information?
No we don’t. All we need from you is a name (can be first name only) and an email address so we can share learnings and guidance with you. All your personal and financial details can be added to your Money Plan (that we offer) and that is a private document for your eyes only.
Are the financial consults with Dan and Dave included in membership?
You need to be a member to be able to book and pay for a financial consult or coaching session with Dan or Dave. It is $39 to become a lifetime member and have Dan and Dave readily available. Please note that consults are charged for each booking and fees vary depending on the consult booked by the member.
In addition, many of our members initially get financially fit by working with Dan and Dave via the 10 week Bootcamp offering or the one on one financial coaching program. These members also then have access to Dan and Dave on a pay per consult set up after the initial Bootcamp or coaching offer concludes.
If you're unsure what offer best suits you, please shoot us an email.
Can I access your resources via my mobile phone or tablet?
Yes. The financial gym and all its resources are available via mobile phone and tablet.
INDEPENDENT FINANCIAL ADVICE & EDUCATION PTY LTD trading as Naked Wealth AFSL 520963.
Any advice provided by Naked Wealth is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances. Before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement.
