Consultation - The Points Partner

THE POINTS PARTNER CONSULTATION

I am not sure how much you know about what I do and how it is done, so I will give you a brief overview & we can discuss anything you want in more detail.
I do a 70-80 minute life changing overhaul of your personal credit card points / air miles / airlines situation & home spending. This is done in three sections with very clear aims :

Incoming Points – All about your credit cards : Maximizing your points – Changing the cards you have mathematically. Most of my clients double or triple their monthly points.
Outgoing Points – Educate / spend points – Teach you how to fly for FREE . I will go into detail on how to use & transfer your points & miles efficiently for your lifestyle.
Efficiency & Optimization – Minimizing your spend – I will match up technology, products, points, apps, websites, loyalty schemes, banks, credit cards to have them all work together to give you more benefits in the form of points, air miles or cash back. I will reduce your monthly spend & save you money.

This is all done in one meeting with one payment, one time only with NO up sells, add ons or need for anything else.

PREPARATION

BEFORE A MEETING:

Once you have booked your consultation you will be contacted to provide your last months credit card / debit card statements as a PDF download from your bank &/or Credit card company, along with your current credit score & where you are looking at it.

If your credit score is over 720 there is no need to be specific, anything you see in your banking app or www.creditkarma.com is fine.

If your score is around 720 or less I will need a download of the full report from www.creditchecktotal.com
(this costs $1 & after you have downloaded it, you can cancel it)

This allows me to spend time analyzing your spend, do the math & create the optimal plan for you to gain more points, air miles & cash back to get you the free business class flying & savings.

Once I have done the work, I will email you back with:-

The approx numbers of how many points I can achieve for you
How much I can make you in free flying
Amount of savings in other parts of your monthly spend.

WHAT TO EXPECT

IN OUR SESSION

Upon arrival or at the start of our video call, Owen will give you or send a signed NDA (Non Disclosure Agreement). This legal document confirms that any personal information you provide to Owen, shall not be discussed or shared with anyone else.

Together you & Owen will go through The Points Partner program : This comprises a series of questions designed to give Owen all the information he requires to make recommendations.

You will be educated & guided in detail what to do , how & when to get the most of out of your personal situation.
If not covered during the session, Owen will summarize actionable tasks at the end of it.
Please have a laptop, tablet or something available to take notes – there will be some things to do after the meeting.
A session normally lasts between 70-80 mins.

Thanks & looking forward to making the changes with you!

Financial Disclaimer
The Points Partner [EIN 83-2650816] trading as The Points Partner and its members, officers, directors, owners, employees, agents, representatives, suppliers and service providers (collectively “The Points Partner”) provides this website for informational purposes only. The Points Partner does not accept any liability for any investment decisions made on the basis of the information provided on this website. Our advice is given solely for the purpose of assisting you to maximize your credit card points, minimize your monthly spend and use your air miles effectively. By using this website and the services of The Points Partner, you acknowledge and agree that we are not financial advisers and any advice offered by the Points Partner does not constitute financial or credit advice, or advice for any purpose other than to assist you to maximize your credit card points, minimize your monthly spend and use your air miles effectively. You are solely responsible for taking into consideration your financial position in deciding whether to follow the recommendations we provide, and The Points Partner strongly urges you to obtain independent legal, financial, taxation or other advice to determine how the website information relates to your unique circumstances. The Points Partner is not liable for any loss caused, whether due to negligence or otherwise from the use of, or reliance on, the information provided directly or indirectly, by using this website or the services of The Points Partner. The Points Partner does not receive remuneration based upon investment or decisions by our email recipients, publications, newsletter or website users.