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A
three-step process towards financial freedom
As a Hudson Member, we will show you how to become
wealthy, and we’ll support every step of
the way in your quest for financial freedom. Generally, our Members follow a simple, three-step
process towards financial freedom.
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STEP
1: Taking Control |
Step One >> Initially, you will learn how
to take control of your finances and develop
a healthy attitude towards money and investment. Your Financial Adviser will teach you how
to budget effectively and save at least 10%
of every dollar you earn. |
STEP
2: Mapping A Plan For Personal Wealth Creation |
Step Two >> Then, with the help of Hudson’s
team of qualified financial advisers, you will
create a powerful plan for personal financial
success. This plan will form the foundation of
your wealth creation program, allowing you to
plan in advance for your goals and priorities.
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STEP
3: Making It Happen |
Step Three >> Finally, as time progresses,
you will be provided with all the education,
resources and ongoing support you need to establish
and maintain your investment portfolio, turning
your dream of financial independence into reality.
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STEP 1 |
Typically, an individual’s
personal wealth is inextricably linked to his or
her attitude. As such,
building a positive attitude towards financial management
and investment is at the heart of building personal
wealth.
Accordingly, the development of your mental resolve
is at the core of membership. In fact, everything
we do, is skewed towards this goal. The correct mindset, however, is only half the battle.
To really become wealthy, you also need an understanding
of the fundamental principles of wealth creation.
The good news is that these principles are unquestionably
timeless and inherently simple.
As a Hudson Member, you will learn these principles,
and then apply them on an ongoing basis to achieve
wealth. |
Learning to drive
One of the first principles wealthy people master
is that to make money, you need money. For most of
us, freeing up money is simply a matter of decreasing
personal expenses and/or increasing personal income.
Hudson Membership will provide you with the budgeting
skills and financial 'know-how' necessary to control
your expenditure, freeing up at least 10% of your
regular income for later investment.
You will learn how to restructure your debt, prioritising
it between essential and non-essential debt.
And you will learn how to best manage financial
risk, employing sensible risk management strategies
to minimise the downside, while maximising the potential
upside. |
Mapping the road ahead
Before embarking on an investment strategy, it’s
important to understand what exactly you’re
trying to achieve. This is determined, not simply
by the state of your finances, but also by your risk
profile, your age, investment life stage and personal
goals.
For instance, for an investor in the early stage
of investing, the first priority might take the form
of reducing personal debt, before focusing on the
building of wealth through personal asset creation.
For an investor nearing retirement, the focus may
turn towards consolidating wealth and adopting a
more conservative investment strategy.
Hudson Membership will help you map out your investment
goals, as well as provide you with the tools needed
to reach those goals. |
A valuable toolbox of financial tools
Throughout this ‘investment learning curve’,
you will be provided with a whole host of educational
resources that will provide you with the knowledge
and the insights you need to lay the foundations
for future wealth creation.
In addition to an absolute abundance of educational
and informative articles accessible only by Members
on our website, this financial toolbox includes unlimited
access to ourfinancial planners. Our planners work with you to educate you on financial matters. |
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STEP 2 |
Your own Financial Adviser
When you first become a Hudson Member, you will
be assigned a Personal Financial Adviser. This adviser
will work with you to conduct research and reach
the conclusions necessary to create a powerful and
finely tuned master plan to help you achieve your
goal of financial freedom.
This financial plan will neither be abstract or
general. Rather, it will be tailored specifically
to your personal financial situation. Every strategy,
every process and every recommendation will be relevant
to your investment goals, and easily applicable to
your unique situation. |
A Financial Snapshot
Initially, you’ll be sent a comprehensive
Personal Financial Profile Questionnaire. Your responses
to this questionnaire will provide your Financial
Adviser with a snapshot of your current financial
circumstances, as well as a clear understanding of
your short and long-term investment objectives (and
your risk profile).
Your Financial Adviser will then work through your
responses to our Personal Profile Financial Questionnaire
with you. This consultation normally consists of a number of
telephone interviews.
Over the course of these telephone consultations,
your Adviser will examine your present financial
situation, identify available resources and begin
to optimise your wealth creation strategy to ensure
that it will achieve your short and long-term financial
objectives.
Furthermore, your Adviser will spend time familiarising
him or herself with your personal wealth and lifestyle
goals, present knowledge of the investment markets,
and exactly what you're hoping to achieve with your
Membership. |
Your Tailored Financial Strategy
Once your Adviser has a full picture of your current
situation, your risk profile and your long-term goals,
he/she will work with you to devise an investment
strategy that is tailored specifically for you.
Of course, if we discover that your financial situation
is not suited to immediate investment in the Australian
share and property markets, we will help you to map
out a plan to reach this position as quickly as possible.
By working with your Adviser, our in-house
Finance and Insurance Brokers and our associated
property investment experts and stockbrokers around the country you
will see your strategy implemented and your goals
achieved. |
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STEP 3 |
A plan alone is rarely enough to
achieve success. To be truly successful, you need
guidance from an experienced adviser committed to
your success, plus the tools and resources needed
to set that plan in motion.
In the months and years that follow your initial
strategy formulation, you’ll work with our
team of Financial Advisers to ensure that your personal
wealth continues to increase methodically. |
Ongoing support
Our advisers will keep you up-to-date
with the latest financial findings as they impact
on your investment strategy.
By reading our resources articles you’ll learn how to use your savings to build
your own investment portfolio – containing
shares and residential property. And, as time goes
on, you’ll learn how to
optimise the performance of your growing investment
portfolio, using advanced strategies, including gearing,
stock and real estate options and tax leverage.
Every week, you will receive via email the
latest edition of The Hudson Report. This publication
contains articles on wealth creation techniques, articles specific to shares and property investing, tips on budgeting and debt management plus detailed
analysis of the prevailing economic market.
Plus, every quarter we will send an Economic Update
(also via email) that outlines our Financial Advisers'
views on the economy, the share market, the property
market
and
more. |
An annual investment tune-up
Each year, we will undertake an Annual Investment
Review with you. This review will give you an opportunity
to review and discuss the performance of your investment
portfolio with your Financial Adviser, ensuring that
your investment plan stays relevant to your changing
needs. |
On the road to financial freedom
With the support, education and guidance of First
Class Ticket Membership, the growing value of your
investment portfolio will only be eclipsed by the
value of your new investment skills.
Indeed, in company with all Hudson Members,
you will acquire the fundamental skills needed to
build and manage your own investment portfolio. |
Enquire Today about Membership >>>
Already a Member? Login to your homepage >> |
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