Jan Morrison - 5 easy steps to financial freedom

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www.janmorrison.com.au

I’m Jan Morrison, and with over 40 years in financial planning, funds management, and therapy, I combine my expertise as a Clinical Hypnotherapist, RTT Practitioner, and NLP Master Certified Practitioner to offer a fresh approach to financial well-being.

As a sole parent raising three kids, I realised just how crucial it was to truly understand money. Over time, I saw how many women face financial gaps—not just in income but in experience, confidence, and self-trust with money. While information and products have increased, many still find something missing. I focus on building both financial literacy and a healthy money mindset by helping you release unhelpful beliefs around money.

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5 FINANCIAL INSIGHTS Your success hinges on understanding your current relationship with money 1 Be curious! To better understand how you manage money, answer the following questions;

What is the biggest concern about money in your life right now?

How does this concern impact upon you, in your day-to-day life?

What have you done about it?

Tip! Do something about it because if you don't nothing will change!

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5 FINANCIAL INSIGHTS What is your current attitude to money? 2 What messages about money did you hear from your family and friends? “ People like us never get rich” “There is never

enough” “Life wasn't meant to be easy” “You've got to work hard for your money”

Turn this around;

Do you treat yourself like a company?

Yes No

You are the CEO of your life. Pay Yourself first. Pay 10%-20% of your income. And do it before you pay anyone else. Establish where you are right now by getting a handle of your revenue and costs.

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5 FINANCIAL INSIGHTS can keep you stuck 3 Lack of financial literacy When did we learn about money. Probably not at home and certainly not at school. We learned how to make money but not what to do with it.

Doing the 'nitty gritty' money stuff, like money management, financial goals and methods to achieve them is the foundation of building a financial plan.

Understand your timeframe, your risk profile and what investment choices are available to you.

Becoming competent and confident with money, transforms you from being a spender, to a saver and then to an investor.

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5 FINANCIAL INSIGHTS Money Blocks can sabotage your money flow 4 Negative money beliefs can sabotage even the best of intentions.

Most beliefs are formed before we are seven years old. There is magic in knowing that you created them because that means you can un-create them.

As a financial therapist, it disappoints me that most personal finance education stresses the importance of knowledge but ignores the more powerful outcomes of negative money beliefs.

With existing negative beliefs, education alone will invariably fail.

www.janmorrison.com.au

5 FINANCIAL INSIGHTS Changing your financial future is one decision away! 5 Your relationship with money is your responsibility. Take control. It is your money and your future.

You are the authority in your life. No- one knows you better than you. Your future financial self will thank you.

www.janmorrison.com.au

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‘Before I started the program, I was constantly stressed and anxious about my finances. No matter how much I earned, I never felt like it was enough, and I had a lot of negative beliefs surrounding money.' Julie ‘Fear of making the “wrong decision” with money, fear that I wasn’t smart enough to invest and the fear that I might lose everything.' Kate 'Phenomenal woman, phenomenal technique. Jan has an incredible knack to help unpack unnecessary mental STUFF and get to what is really causing the issue' Leah

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