Our programs are designed to help you live the life you aspire to!
GET SORTED
You’re now earning alright coin & think you should be putting it to better use? This program is all about ‘getting you sorted’!
LIKE A BOSS
You can picture yourself achieving all your goals and you are determined to live ‘like a boss’!
WORLD DOMINATION
You’re at a junction in life & self-employed or considering it. Sounds like you’re on a path to ‘world domination’!
CREATING THE PLAN
Beyond the house keeping (insurance & super) we’ll work with you to set clear goals & educate you on how best to achieve them.
We will give you the financial “tools” educating you on, cash flow best practice, our investment philosophy & the secrets behind good & bad debt.
ONGOING SUPPORT
Annual face to face coaching session to review your plan & see how we’re tracking towards your goals.
Your adviser at call for any questions you may have throughout the year.
Invite to our exclusive group coaching sessions.
X
CREATING THE PLAN
Everything covered by our ‘Get Sorted’ program PLUS…
We will make sure everything you already have is perfect for you!
We won’t just give you the ‘tools’ we’ll give you specific advice tailored to your unique circumstance.
We’ll hold your hand when implementing your plan, taking the burden off you.
ONGOING SUPPORT
Accountability! At least 3 formal reviews a year to discuss your goals, your plan & how you’re tracking.
Behind the scenes we regularly review your overall strategy, to ensure your financial life is sorted.
Free access to our regular group coaching sessions.
X
CREATING THE PLAN
You’re ‘like a boss’ & you are the boss.
This program covers off everything under ‘Like a Boss’ except is designed for business owners.
Not only do we look after your personal plan, we’ll act as a sounding board for your business strategy.
Advice across multiple-entities including, trusts, companies, SMSF.
ONGOING SUPPORT
We review your business strategy & goals through on-going face to face engagement.
X
GET SORTED
You’re now earning alright coin & think you should be putting it to better use? This program is all about ‘getting you sorted’!
CREATING THE PLAN
Beyond the house keeping (insurance & super) we’ll work with you to set clear goals & educate you on how best to achieve them.
We will give you the financial “tools” educating you on, cash flow best practice, our investment philosophy & the secrets behind good & bad debt.
ONGOING SUPPORT
Annual face to face coaching session to review your plan & see how we’re tracking towards your goals.
Your adviser at call for any questions you may have throughout the year.
Invite to our exclusive group coaching sessions.
LIKE A BOSS
You can picture yourself achieving all your goals and you are determined to live ‘live a boss’!
CREATING THE PLAN
Everything covered by our ‘Get Sorted’ program PLUS…
We will make sure everything you already have is perfect for you!
We won’t just give you the ‘tools’ we’ll give you specific advice tailored to your unique circumstance.
We’ll hold your hand when implementing your plan, taking the burden off you.
ONGOING SUPPORT
Accountability! At least 3 formal reviews a year to discuss your goals, your plan & how you’re tracking.
Behind the scenes we regularly review your overall strategy, to ensure your financial life is sorted.
Free access to our regular group coaching sessions.
X
WORLD DOMINATION
You’re at a junction in life & self-employed or considering it. Sounds like you’re on a path to ‘world domination’!
CREATING THE PLAN
You’re ‘like a boss’ & you are the boss.
This program covers off everything under ‘Like a Boss’ except is designed for business owners.
Not only do we look after your personal plan, we’ll act as a sounding board for your business strategy.
Advice across multiple-entities including, trusts, companies, SMSF.
ONGOING SUPPORT
We review your business strategy & goals through on-going face to face engagement.
X
WE LOVE TREATING OUR CLIENTS RIGHT!
- All our programs have a cooling off period
- No lock-in contracts
- A portion of our fee could be paid from your super
- Fees may be tax deductible