1. What kind of consultation do you have? 2. Why do you recommend it? 3. I recommend this to people like this 4.Fee 5. Voice of students
1. What kind of consultation do you have?
1-1:Cases where you have more than necessary life insurance / medical insurance
1-2:Cases of buying investment trusts as recommended by banks and securities
1-3:Case of subscribing to a studio apartment
2. Why do you recommend it?
・ It is difficult to start studying money from scratch
・ When you have something to ask, you can consult with us.
・ To get rid of anxiety about money as much as possible so that you can concentrate on important things other than money (or more than money)
3. I recommend this to people like this
・People who were surprised to hear the consultation example earlier
・People who want to check their household budget once (or regularly)
・People who want to have a place where they can feel free to consult when something happens
4. Fee
・10,000 yen / hour (1 to 1 format in Zoom)
・Students can ask as many questions as they want on Chatwork for 2,000 yen / month (10,000 yen / hour for Zoom).
5. Voice of students
(Male in his 30s: office worker C.W.)
I had never invested money before, but I decided to save money when I got married and decided to buy an investment trust recommended by a securities company. I happened to read an article on the net that “Investment trusts recommended by banks and securities companies may have high fees”, and I was looking for someone who could give me advice from a neutral standpoint. A friend introduced me to the head of the school.
Actually, the investment trust that the bank recommended and I tried to buy had a very high fee, and even if I got an investment profit, it was a product that would not remain in my hand if I paid the fee, so I advised the head of the school at that time. I’m really glad I got it.
After that, we started with specific advice such as how to choose life insurance after the birth of a child, whether to rent or buy a house, and also provide valuable information such as hometown tax payment and shareholder benefits. Including, if you have any questions about money, ask the head of the school and you will get an accurate, kind and quick answer that will reach the itchy place, so I rely on it as my family doctor.
One of the major characteristics of the head of the school is that he and the head of the school think together about what he should prioritize without deciding on a conclusion, and then he is very grateful for guiding us in the optimal direction. I will. Even if you consult about money at first, you will often be able to get to know your child-rearing and troubles at the company through talking with the head of the school, and it will guide you from a deeper point. Through talking about money, I often get the awareness of what I should do to lead a more fulfilling life, and I may be learning coaching from the head of the school. (Lol)
