Yellows are in an enviable position of knowing that they need to take more responsibility for their financial futures and being in a place where they can act on that knowledge.
While they are employed or quite often own their own business. Other yellows need help to see how to take their current portfolio to the next level. While others face the challenge of knowing exactly which route to take to create a more secure financial plan for themselves and their families.
Most often they own their own homes; serious property investing hasn’t been something that has been heavily explored. Yellows are likely to have savings in a bank account, stocks or untapped property equity, although they may also have a small investment portfolio.
A Yellow will focus on…
Financial education is a key resource either to improve a current business or to become more business-minded about personal finances, enabling them to make better use of an income earned through a job or small business. They want to feel that they are making progress and taking action. They would see a personal investment plan as a tool to help them reach their goals.