Achieve the wealth you need for your dream life

Enhance your wealth

Membership Pillars of Success

Advice

Receive ongoing financial advice based on our proven #getrichslow methodology in order to build the wealth you need for your dream life.

Coaching

Attend regular coaching sessions to keep you aligned with your values and life purpose, and accountable to your goals

Administration

We’ll take on the financial administration, because let’s face it, you’ve got better things to do.

Community

Get around incredible high-achieving millennials, because we all know that success breeds success.

Join Our Community

Which path is right for you?

There are many ways to financial freedom and many different entry points. Find out which of our memberships is best suited for you!

  • Are you a professional

    That's me for sure

  • Are you an entrepreneur

    That's me for sure

  • Are you a sports or entertainment professional

    That's me for sure

  • Do you manage your own money

    Yes I do

  • Do you share finances with a partner

    Yes I do

  • My income is below $70k

    That's me

  • My income $70k to $100k

    That's me

  • My income $100k to $250k

    That's me

  • My income is above $250k

    That's me

  • Current financial position I'm in debt

    Yes

  • Current financial position Around $0

    Yes

  • Current financial position $0 to $100k

    Yes

  • Current financial position $100k to $500k

    Yes

  • Current financial position $500k to $1M

    Yes

  • Current financial position Above $1M

    Yes

  • I feel guilty when I spend money

    Yes

  • I avoid looking at my bank accounts

    Yes

  • I spend everything I earn

    Yes

  • I save money, but I don't know what to do next

    Yes

  • I want help managing (and growing) my wealth

    Yes

  • I want to learn more about building wealth

    Yes

  • Thank you for your request, our team will get back to you shortly

  • Book your free session

    to speak with one of our coaches and learn how you can become financial free

    Grow My Wealth

Your Journey to Financial Freedom

experts coaches
will guide your
unique journey

WE_FullArrow_Short

  • Get Started

    Want to start building wealth

  • Understanding

    Understand your current financial position

  • Money Relationship

    Understand your relationship with money

  • Strategy

    Establish your financial strategy to reach your goals

  • Automate

    Allocate weekly spending, repay debt, save cash and invest

  • The Plan

    Put your back up plan in place (insurances, and an estate plan)

  • Coaching

    Stay accountable & on track and remove limiting beliefs

  • Update

    Whenever things change, update your financial strategy

  • Learning

    Continue to educate yourself

Your Membership Options

Activate

Suitable for: $50K-$100K income earners seeking advice and a yearly review.

Engagement Process

Financial Plan Prepared

Annual Membership

Administrative Assistance
Continual Portfolio Management
Annual Financial Plan Review
Access to our Community

Start Your Journey

Achieve

Suitable for: $100K - $250K income earners seeking financial advice and coaching.

Engagement Process

Goals & Values Session
Financial Plan Prepared

Annual Membership

Administrative Assistance
Continual Portfolio Management
Annual Financial Plan Review
Implementation of Advice
3 x Annual Coaching Sessions
Basic Cash flow Tracking using MoneySoft
Access to our Community
Liaise with Other Professionals

Start Your Journey

Advance

Suitable for: multi-entity Millennials with a net worth of $500K + or incomes above $250K.

Engagement Process

Goals & Values Session
Financial Plan Prepared

Annual Membership

Administrative Assistance
Continual Portfolio Management
Annual Financial Plan Review
Implementation of Advice
3 x Annual Coaching Sessions
Basic Cash flow Tracking using MoneySoft
Access to our Community
Liaise with Other Professionals
Multi-Entity (Trust, SMSF, Company)

Start Your Journey

Resources

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