Our 4 Step Process2019-01-17T00:24:02+00:00

OUR 4 STEP PROCESS

The entire process is divided into 4 Easy Steps

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STEP #1

Initial Consultation with a DPG consultant-FREE and No Obligation

  • It is 90-120 min long
  • Can be carried out at the comfort of your own home or our office in Rosedale
  • Can be carried out in the evenings or weekends to accommodate your working hours
  • Both partners must be present
  • During the consultation we gather all the financial information about your situation
  • We figure out what your current challenges and concerns are
  • We identify your strength and resources
  • We discuss different options available to you
  • Identify what you are aiming to achieve and set the deadline
  • Calculate your cash surplus/deficit
  • We share our knowledge about financial and property market, different opportunities and incentives available to you
  • At the end of the consultation we honestly tell you whether we can help or not. If we cannot help we part as friends. If we can help then we discuss the scope of work, our fee to you and payment arrangement if required.

STEP #2

Prepare a Step-by-Step Strategy Plan to achieve your goals within 12 months. This will include the following:

  • Your personalized realistic Budget that you and your partner committ to follow
  • Savings Plan
  • Kiwi Saver Review
  • Introduce incentives and financial instruments that are available to you to improve your situation
  • Put the step-by-step action plan together
  • If you are wanting to purchase a property then we will identify the requirements you must meet ie. Amount of deposit, the income you should earn etc. We will then put together a plan as to what you can do to meet those requirements.
  • Aggressively reducing your consumer debt and/or home mortgage
  • Financial restructure
  • Improve your cash flow
  • Achieve your goals such as upgrading cars, traveling, buying big-ticket items.

STEP #3

Implementation of the Strategy:

  • Our team of consultants and experts will help you implement the steps described in your strategy report.

STEP #4

Monthly and Quarterly Monitoring:

  • This includes regular meetings in person or by Skype every month or quarter. This is an opportunity for us to measure your performance and make adjustments in your strategy.

ADDITIONAL BENEFITS

Regular and prompt communication so when you have any questions or are feeling stuck we are here to help.

We will provide you with honest feedback and give you an unbiased perspective on your financial health.

You access the same professionals that we and our high-value clients use so you can be assured to get the best service.

OUR FEE

An authorized financial advisor can easily charge $200-$300 per hour. Some of our competitors charge around $3000 per year. Now our mission is to make our services more affordable to people so even people, who are finding hard to make the ends meet, can benefit from Financial Coaching service.

Our Fee for the Strategy Report and Implementation is $700. We can offer you a suitable payment arrangement.

Monthly or quarterly monitoring sessions range from $150 to $250 depending on the frequency and the workload.

We easily save our clients $10,000-$20,000 per annum so consider our fee a great investment in your financial well-being.

HOW CAN I START?

Book your first Free consultation by contacting us on 09 368 75 24.

Finally, the most important thing is to start taking action. Imagine where you can be 3 months later? Imagine feeling in control of your finances, not having constant pressure and improving your financial well-being one paycheck at a time.

We look forward to talking or meeting you soon!

Contact Us

Call: +64 9-368 7524

Email: admin@diamondpropertygroup.co.nz

Location: 585 Beach Road, Rothesay Bay, Auckland, New Zealand

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