Unlock Your Financial Future: Schedule a Financial Literacy Consultation For Housewives

What is a Financial Planning Consultation for Housewives?

A financial planning consultation tailored for housewives is a comprehensive review of your household's financial situation, goals, and objectives. It serves as a foundation for developing a personalized financial plan that addresses the unique needs and aspirations of you and your family.

Schedule a Complimentary Consultation

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Take the first step towards financial freedom by scheduling a complimentary consultation with one of our experienced financial advisors

Get Your Personalized Financial Plan

Implement Your Plan with Ongoing Support

After your consultation, our advisors will work with you to create a personalized financial plan tailored to your unique needs and aspirations.

With your personalized financial plan in hand, our advisors will provide ongoing support and guidance to help you stay on track and make informed decisions.

Get started on the path to financial success by requesting a consultation today.

Receive a comprehensive financial plan that outlines specific strategies and actionable steps to help you achieve your short-term and long-term goals.

What is a Financial Planning Consultation for Housewives?

A financial planning consultation tailored for housewives is a comprehensive review of your household's financial situation, goals, and objectives. It serves as a foundation for developing a personalized financial plan that addresses the unique needs and aspirations of you and your family.

During a financial planning consultation for housewives, our experienced advisors will:

• Evaluate your household's current financial position, including income sources, expenses, assets, liabilities, and overall financial obligations.

• Assess your short-term and long-term financial goals, such as building an emergency fund, saving for children's education, retirement planning, or managing household budgets effectively.

• Identify potential financial risks and opportunities specific to your household's circumstances.

• Analyze existing investment strategies, insurance coverage, tax planning considerations, and estate planning needs relevant to your family's situation.

A financial planning consultation for housewives is an essential step towards taking control of your household's financial future. By partnering with our advisors, you'll gain valuable insights, develop a comprehensive plan, and receive ongoing support to help you and your family achieve financial security and independence.

The benefits of a financial planning consultation for housewives include:

• Getting a Household Financial Checkup: A consultation provides a comprehensive analysis of your household's financial health, allowing you to understand where you stand and identify areas that require attention or improvement.

• Creating a Personalized Family Financial Plan: Based on the insights gained during the consultation, our advisors will develop a tailored financial plan that outlines specific strategies and actionable steps to help your household achieve its goals.

• Achieving Financial Security and Independence: By following a well-crafted financial plan, you'll be better equipped to navigate financial challenges, make informed decisions, and achieve financial security and independence for you and your family.

• Gaining Clarity and Confidence in Financial Matters: The consultation process helps bring clarity to your household's financial situation, allowing you to make decisions with greater confidence and peace of mind.

• Benefiting from Professional Expertise: Our team of experienced financial advisors leverages their knowledge and expertise to provide you with objective guidance and recommendations tailored to your household's unique circumstances.

• Balancing Household Responsibilities and Financial Goals: The consultation will address the unique challenges and responsibilities faced by housewives, ensuring that your financial plan aligns with your family's needs and priorities.

How much does it cost?

We offer two options for our financial planning consultation services:

Option 1: 50,000 yen (tax included)

• 90-minute consultation sessions × 3 times

• 6 months of LINE/email support included

Option 2: 100,000 yen (tax included)

• 90-minute consultation sessions × 6 times

• 1 year of LINE/email support included

How long does it take?

The duration of the financial planning consultation process can vary depending on your individual circumstances and the option you choose. However, typically, the process takes between 2 to 6 months to complete, including the initial consultations, data gathering, analysis, and plan development.

Will I need prior financial knowledge?

No prior financial knowledge is required. Our advisors are experienced in explaining complex financial concepts in simple terms. We will guide you through the entire process and provide you with the necessary education and resources to make informed decisions.

What would I need to do during the process/consultation?

During the consultation process, you will be required to provide relevant financial information, such as income statements, investment portfolios, and other financial documents. Additionally, you will need to communicate your financial goals, risk tolerance, and any specific concerns or questions you may have.

To get the most out of our financial planning consultation, we recommend:

1. Be open and honest about your current financial situation and future aspirations.

2. Actively participate in the discussions and ask questions for clarification.

3. Provide accurate and up-to-date financial information to ensure a comprehensive analysis.

4. Implement the recommended strategies and follow the personalized financial plan diligently.

5. Maintain regular communication with your advisor and seek guidance when needed.

Best ways to get the benefits from this consultation

資格・職務経験

Massey University

財政計画, 財務および財務管理サービス
2011-2014

IPU New Zealand

国際関係学士, 国際ビジネス
2002-2005

学歴

資格

職務経験

ラブアン金融庁ライセンス番号 BS200649

AMLATFPUAA 2001

ファイナンシャル・プランニング

IFA ファイナンシャル アドバイザー

Questor Capital

シニア ファイナンシャル コンサルタント
2018年7月～現在

Mike Pero Mortgages

経営
2016-2018

Westpac 銀行

銀行業務シニア・コンサルタント
2008-2016

“勉強を通じて漠然としていたお金に対する考え方を整理出来たのが一番良かったです。そして、お金を運用することに関して不正解はあっても正解はないように思えました。不正解の点に留意しつつ、様々な意見・歴史を知ることによって、財産形成をしていくことに楽しさを覚えたのが何よりもの収穫でした。先生！ありがとう！” – J.R

“大城さんの「診断」を受けて、自分の働き方改革に向けて大きな一歩を踏み出す勇気をもらえた気がします。まだ働き盛りの40代に自分で自分の時間をコントロールしながら可能な限りさらなる資金を貯めれば50代前半からのsemi/full retirementが目指せそうです。” – Y.W.

グローバルにお客様のお手伝いをしております。
お客様は日本、東南アジア、ニュージーランドなど世界各国にいらっしゃいます。

お客様のお声

“家計簿診断で削れる出費が多かったのに気付かされました。夫婦共に協力して外食や不必要な雑貨の購入を避けようと考えていました。ありがとうございました！”

M.N.

おかげさまで夫婦で漠然に抱えていた不安が和らぎ、今後のマレーシア生活に向けての期待を高めることが出来ました。資産運用をぜひとも実施していきたいと思いますので今後ともよろしくお願いいたします。

M.T

海外に長期滞在しているFPYUKOさんのグローバル視点からのお金の勉強ができるのはとても貴重な経験でした。
日本国内だけしか生活したことのない私ですが、他国の方々がどの様にお金を増やしているかなど大変参考になりました。金融リテラシーが少し上がった気がします。

M.E

最初の一歩が踏み出せず、運用知識を付ける事で後回しにしていたつみたてNISAをやっと始める事ができました。

D.O

資産運用について知識ゼロだったのですが、家族の為にお金を増やしていく事に興味を持ち始め、まずは証券会社で口座開設をすることにしました。

Y.I

Let's answer some of your questions

Why should housewives consider financial planning?

As the primary decision-maker for household finances, it's crucial for housewives to have a comprehensive plan to manage money effectively. Financial planning helps you budget wisely, save for future goals, protect your family's financial security, and achieve long-term financial independence.

How can your services benefit housewives specifically?

My financial planning services are tailored to the unique needs of housewives. I understand the challenges of managing household finances while balancing other responsibilities. Together, we'll develop strategies to optimize your family's resources, plan for emergencies, secure your children's future, and ensure a comfortable retirement.

I don't have a steady income. Can you still help me?

Absolutely. Many housewives don't have a regular income stream, but that doesn't mean you can't plan for your financial future. I'll help you identify potential sources of income, create a budget based on your current resources, and explore investment options suitable for your risk tolerance and goals.

How can you help me become more financially literate?

Financial literacy is crucial for making informed decisions. During our consultations, I'll take the time to explain complex financial concepts in simple terms. I'll also provide educational resources and tools to help you better understand money management, investments, taxes, and other financial matters.

Can you assist with estate planning and inheritance issues?

Yes, estate planning and inheritance are important aspects of financial planning, especially for housewives who manage the family's assets. I can guide you through the process of creating a will, setting up trusts, minimizing estate taxes, and ensuring your assets are distributed according to your wishes.

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