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Future Map_Client Experiences Sept12

Date post: 06-Aug-2015
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Delivering programs Australia-wide
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Page 1: Future Map_Client Experiences Sept12

Delivering programs Australia-wide

Page 2: Future Map_Client Experiences Sept12

Informative Session, which was not over complicated which made it easy to follow.

An excellent session that covered information that many people may not be aware of.

Excellent session. Very thought provoking.

Thanks for this informative yet fun workshop, it is nice to have this info in time to plan for a successful financial future

Great, liked the casual style and open discussion on the presentation

I thought that it was very informative - they presented a good way to structure planning rather than writing lists. I liked their presentation style also - it was engaging.

Good eye opener and a better understanding in such a short presentation on the importance of financial health as well as financial management

Empowering employees

Very informative session and well presented. I did walk away with new information and will act on it to try and improve my financial well being.

Good session. Zoe provided the personal planning and gave us a tool to structure that and Alisdair provided the technical advice to assist us with the execution of our plan.

Excellent session, made me think. I thought I had covered all my bases.

Thought provoking. Kick start to check financial status.

Excellent practical session, it has really got me thinking and I recommend it as a definite "health" initiative for any workplace.

Financial Literacy as an Employee Benefit.

Page 3: Future Map_Client Experiences Sept12

Make a budget Set three goals Ask my wife what our system looks like! Stop spending on unnecessary items Look at investment choices in my super Finish projects I start Get a financial plan in place Account for incidental exposure Consider my goals in the short term as strategy for

long term success Contact a financial planner Plan a meeting with financial planner Keep writing down goals Talk to my husband about our insurance Make a detailed plan Research salary sacrificing See financial adviser Speak to people. Research goals Make a budget and stick to it Speak to family about accountants Review all our insurances Consolidate my super funds

Facilitating real change

Look at income insurance Start making a life plan and goal and achieve them More productive in creative sense Save money (from not buying unnecessary items)

through budgeting Be more grateful and give more compliments Review my goals monthly Tick off mini goals Make a will Ring Sharon for financial planning Exercise willpower re: saving Organize a catch-up night to see how we’ve all

‘acted’ Write down my financial goals. Community service contacts Complete booklet/clarify review Check my options within super Arrange automatic deductions each fortnight for

predictable bills Look at superseeker Work out how much I need for retirement

I am going to...

Page 4: Future Map_Client Experiences Sept12

Thank you Zoe and Alisdair for the recent ‘no surprises’ series of workshops you ran for our Mortgage Innovation Business Owners. The feedback has been terrific, especially around the tools and exercises you went through to assist in managing their businesses and the engaging manner that it was delivered. It was great for the team to spend some quality time reflecting on the key financial drivers in the business.

I am sure we will see the value of the workshops reflected in the growth of the individual businesses and the over all business in the months to come. We look forward to follow up sessions.

Nathan Kerr, National Manager Mortgage Innovation, Commonwealth Bank.

Building business

Page 5: Future Map_Client Experiences Sept12

I wish to congratulate the team on the Work Ready Program that you ran last week and commend the pastoral care aspect to this training.

Robert attended his appointment today and was very positive. He said that last week was life changing and he could not get over how much of an impact the two days of team building and advise on financial management and time management had on his ‘new’ outlook to life and managing life when he is away. He said he is writing a “to do list” everyday and finding this helpful, getting up early and he has opened another bank account for his kids future. He said the roller operator course was brilliant and he is looking forward to flying out in June. He said he has already put his hand up the next project after the Airport which will take him back to his ancestors land.

He was visiting his GP today to set up a dietary plan and he is looking forward to that challenge of losing weight and becoming more healthy and conscious of his well being. On behalf of my client I wish to thank you.

Employment Consultant, BGC.

(Please note names have been changed for privacy reasons)

Strengthening community

Page 6: Future Map_Client Experiences Sept12

6Working with top Australian employers to attract and retain talent, improve

team performance and build Australia’s financial literacy.

FAQ’s

Benefits:Increasing workplace engagement, specifically;

• developing a pipeline of leaders and managers,• improving productivity and performance, and• delivering the employee value proposition.

How can the program be delivered?The Future Map program can be held over 4 x 2½ hour sessions, over a 1½ day workshop or integrated into established employee benefit, team, leadership, diversity, Lunch n’ Learn or graduate programs.

What topics are covered?

Who else have we worked with?

Page 7: Future Map_Client Experiences Sept12

Contact Us to enquire about a program for your workplace.

Alisdair Barr p. 0405 138 613 e. [email protected]

Zoe Lamont p. 0419 622 968 e. [email protected]

w. www.futuremap.com.au


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