Winnie Chen
THRIVING | ABUNDANCE | HAPPINESS Empower you to take control of your family finance; Enrich your family life with financial happiness. Whether you are driven professionals or busy business owners, we are here to empower you to optimise your family finance, build confidence with your every family financial decisions you make, and fast track on your financial dreams. Money DNA Family Finance Coaching provide family financial coach and financial education via intimate private sessions, informative group workshops, and a supportive like-minded community to inspire you developing your money muscles, nourishing you with informative money nutrition, and empowering you to be in control of your household money matters, make informative money decisions and plans, and achieve your financial goals.
FREE MONEY FITNESS CALL (20 mins)
Your no obligation appointment is completely FREE!Book a no obligation, free Money Fitness call to have a quick chat with a Money DNA coach about your money and financial goals.
20 m Profi
Couple's Money Love Language Reading (90 mins) AU$249
Wonder what money personalities would support you to achieve your money goals, accelerate your success, and would hold you back from where you want to go?! We are here to help you discover your money ‘WHY’, your money super power and draw back, and your unique money love languages. This session is to support couples/families, who would like to plan ahead their family finance together or overcome money conflicts, to discuss about their money issues in harmony.In this session, we will cover: *Your core desire, core value, your money languages*Your partner's core desire, core value, and his/her money languages*Individual's strength and challenges for money management*Unique way to communicate with each other about money
90 m Profi
Fast-track Your Business Success Reading (90 mins) AU$249
90 m Profi
個人經濟力諮詢 (120分鐘)
個人經濟力 (120分鐘)諮詢內容: 致富人格 - 找到你的核心價值, 設定你的人生目標檢視目前財務籌碼訂定個人投資理財方向
120 m Profi
Package MONEY DNA FIRE 理財顧問諮詢服務 / MONEY DNA MONEY MANAGEMENT CONSULTATION
Money DNA FIRE 理財顧問諮詢服務 - 專業的理財分析與評估, 全方位的理財思考模式, 完全以客戶的需求跟角度思考, 幫助個人或家庭釐清:Money DNA FIRE money management consultation has client's best interest at heart, and provides professional financial analysis and evaluation, holistic financial management recommendation, and support you and your family to have some clarity in: 如何配置收入與支出 Money management/allocation如何管理資產與貸款 Assets/Liability management如何釐清與設定目前與未來的目標 Goal setting and clarity如何與另一半清楚溝通並計畫 Money communication in relationship如何設定理財投資先後順序 Priority setting如何設計投資方向 Investment direction/portfolio setting諮詢完成後,客戶獲得顧問諮詢資料如下 /Clients will receive the following documents after the consultation:可下載諮詢訪談錄影 x 2 (Downloadable session recordings x 2)財務健康評估報告書 X 1 (Financial health check evaluation report action plan x 1)諮詢內容包含 / Money DNA Consultation includes: 目前j未來目標釐清與設定 Current/future goal clarity setting理財身心靈協調與溝通 Money mindset setting and understand yourself/your partner's priority and communication skills目前財務健康評估 Current financial health check evaluation設定理財先後順序 Priority setting設定行動藍圖 Action plan家庭現金流表Household money flow chart目前/未來投資方向 Current/Future investment portfolio outline諮詢內容不包含 / Money DNA Consultation NOT includes:任何特定財務/投資商品建議與配置 No specific consumer financial product recommendation or implementation** 如需相關配置, Money DNA 可以推薦專業可信的台灣理專稅務會計建議 No taxation or accounting recommendation諮詢流程 / Process:客戶提供相關資訊 (Money DNA會提供客戶細項)預約第一次訪談 (90mins) 細項討論與諮詢 - Discovery session預約第二次訪談 (90mins) 評估分析結果 - Financial Health Check Evaluation Action plan諮詢費用 / Fee:MONEY DNA FIRE 理財顧問諮詢服務 / MONEY DNA MONEY MANAGEMENT CONSULTATION-- NT$6000 / 特惠價 NT$5000MONEY DNA FIRE 理財顧問諮詢服務 / MONEY DNA MONEY MANAGEMENT CONSULTATION+ 後續教練服務 30mins * 3 -- NT$9900; 特惠價 NT$8000**可安排分期付費免責聲明 Disclaimer:MONEY DNA 是獨立理財顧問公司 不隸屬於任何財團之下. MONEY DNA 不販售或提供任何特定財務投資商品或吸取任何商品傭金. 如需特定財務投資商品,請與當地理專聯絡.MONEY DNA is an independent money management consultancy. MONEY DNA does not provide any specific consumer financial products nor receive any commission from any financial servies institutes.For any specific needs for any specific consumer financial products, please contact local financial advisors.如需討論詳情,請與我們聯絡: info@moneydna.com.auFor more information, please contact us at info@moneydna.com.au
2 x Onboarding Discussion | Financial Health Evaluation | Tracking System setup (60mins)
Package MONEY DNA FAMILY FINANCE COACHING
Money DNAFamily Finance Coaching Whether you are driven professionals or busy business owners, we are here to empower you to optimise your family finance, build confidence with your every family financial decisions you make, and fast track on your financial dreams.MONEY DNA FAMILY FINANCE COACHINGTake control of your family finance. Enrich your life with financial happiness.*12-month UNLIMITED access to Money DNA coaching platform*12 month UNLIMITED access to Money Management platform– Connect all your money matters in one platform*PT sessions (Personal Training) 5 sessions in total — 1 * Onboarding Deep Dive Discovery (60 mins) + 1 * Financial Health Evaluation Action Plan (60 mins) + 1 * Tracking Automation system set up (60 mins) + 3* check-in sessions (30mins) at your convenience*12 month UNLIMITED email access to Money DNA family financial coaches*Group sessions with member discount rate — Polish your money strategies, fast track your success, and achieve your goals (coming soon)*Online quicksharp sessions/ QA with specialists – anything and everything about money beyond money concepts in life*Money DNA community – meet like-minded people in the money transformation journey*Money DNA resources – useful tools tips you can utilize in daily life
3 x Check-in session 3 x Onboarding Discussion | Financial Health Evaluation | Tracking System setup (60mins)
Package test
1 x Check-in session $1 per month