EagleView Coaching

12/06/2023

We’re delighted to announce my *new* offer for .

Our *new* 𝗖𝗢𝗡𝗙𝗜𝗗𝗘𝗡𝗖𝗘 𝗪𝗜𝗧𝗛 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 program is tailored for so YOU understand what your clients value in YOU. Because YOUR strengths are the foundation of an enduring advice relationship. Empathy (and walking in their shoes) will only go so far.

And as an added incentive, any or who BOOKS our *new* 𝗖𝗢𝗡𝗙𝗜𝗗𝗘𝗡𝗖𝗘 𝗪𝗜𝗧𝗛 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 coaching program o𝘯 𝘰𝘳 𝘣𝘦𝘧𝘰𝘳𝘦 𝟥𝟢th 𝘑𝘶𝘯𝘦 𝟤𝟢𝟤𝟥 will receive an additional 1 hour coaching session from Penny on a topic of your choice AT NO EXTRA COST.

Contact me for a confidential, obligation free chat about how strength based coaching can building 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗿𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀.

[email protected] or check out https://www.eagleviewcoaching.com.au/confidence-with-clients-program

09/03/2023

Understanding your personality and how others view you is key to developing long term sustainable client relationships. Read more in our recent blog

The better you understand your own personality the more successful you will be helping your clients. Understanding your own communication style and how it is being received enables you to meet the free, prior, and informed consent regulations.

15/11/2022

Welcome to edition 1 of our new blog for advice professionals! There is so much written about goals. Advisers spend lots of time working with clients to establish their client's goals. But I wonder how much time they spend on their own goals?

The advice process puts a great deal of importance on defining client goals. As an…

07/01/2019

Yep. And nary a 'p' word in sight!

I look forward to the day when learning how to help behavior change is a core part of the FP curriculum!

13/08/2018

Some great savings tips.

Do you want to learn how to invest smarter? ASIC's MoneySmart website explains how to invest and grow your portfolio.

06/08/2018

Tonight you will be one in 25 million - but then we knew that, right?

Australia's population will hit the 25 million mark as net migration continues to outpace births.

09/06/2018

It might be hard to ask for help, don't just worry about it. Get help.

22/04/2018

've long been an advocate of the proposition that there is nothing "self managed" about self managed funds. For most people - even me, surprising as it might seem - it just means you need to manage a tribe of people who like to call themselves "specialists". Unless you have a particular reason to need to control your super (and not just because your accountant says so), then pay someone else to do it. And get on with your life ;)

While industry super funds earned 8.8% over the five years to 2015-2016, SMSFs with assets of $500,000 to $1 million returned an average of just 3.7%. Ouch!

30/03/2018

Are you someone DIY finances? There is a lot you can do yourself but you can't do it all and there are times when you actually need a specialist. You wouldn't operate on your own heart, so why would you structure your own pension? The tag line to this blog is "You can get all the benefit of the expertise that you need if you’re an informed consumer." and I think there is merit in the approach. Read on while you much on our hot cross buns...

This is really important, so I’m going to explain it fully. I hope it’ll make you realize that everything you need is within your control. You may just want to skim through it, initially. When you’re dealing with, or about to deal with, an expert, that’s when the details become more relevant...

29/03/2018

Thought you might be interested to know about the volunteer work we do with Chloe through Delta. We've just finished a 2 year gig with a retirement home and we're off to a home for troubled teenagers.

Meet the dogs that spread joy to those in care facilities.