Services Built for Your Financial Reality
Each service is designed to address specific challenges at different stages of your financial journey.
We don't offer generic financial planning packages. Instead, we've created five distinct services, each targeting a specific outcome.
Choose based on where you are now and where you want to go.
Financial Clarity Session
$347.50 AUD
A comprehensive 90-minute deep-dive session where we map your complete financial situation and create a clear action plan.
What's Included
- Complete financial assessment
- Opportunity identification (tax, cashflow, investments)
- Prioritized action plan with specific next steps
- Written summary document
- 30-day email support
Best For
People who feel stuck, overwhelmed, or unsure what financial move to make next. Perfect as a starting point before committing to longer programs.
Book Your SessionWealth Acceleration Program
$2,847.00 AUD
12-week intensive coaching program designed to implement significant financial progress fast.
What's Included
- 12 weekly 60-minute strategy sessions
- Custom financial modeling and projections
- Implementation support and accountability
- Access to planning tools and templates
- Unlimited email support during program
- Quarterly check-in for 12 months post-program
Best For
Motivated individuals ready to make substantial changes quickly. You have income and assets but need structure and strategy to maximize them.
Start AcceleratingLegacy Builder Consulting
$8,975.00 AUD
Premium six-month strategic consulting for established professionals and business owners focused on long-term wealth building.
What's Included
- Bi-weekly 90-minute strategy sessions
- Comprehensive tax optimization review
- Property investment strategy and analysis
- Business structure and succession planning
- Estate planning coordination
- Investment portfolio architecture
- Direct phone and email access
- Ongoing support for 12 months post-program
Best For
High-income earners, business owners, and professionals building intergenerational wealth. You've achieved success and now need sophisticated strategies to protect and grow it.
Build Your LegacyDebt Elimination Strategy
$1,495.00 AUD
Specialized program focused on strategic debt reduction while maintaining your quality of life.
What's Included
- Complete debt analysis and restructuring plan
- Cashflow optimization strategy
- Negotiation support with creditors
- 4 coaching sessions over 8 weeks
- Custom debt elimination timeline
- Email support during elimination period
Best For
Anyone carrying high-interest debt, juggling multiple credit accounts, or feeling trapped by repayments. This program has helped clients eliminate five and six-figure debts.
Eliminate DebtInvestment Portfolio Review
$725.00 AUD
In-depth analysis of your current investments with specific recommendations for optimization.
What's Included
- Complete portfolio analysis
- Risk assessment and rebalancing recommendations
- Fee audit and cost optimization
- Tax efficiency review
- Detailed written report with action items
- 90-minute review session to discuss findings
- 60-day email support
Best For
Investors who want independent analysis of their current holdings. Perfect if you're unsure whether your investments are optimized or concerned about hidden fees.
Review PortfolioSuperannuation Optimization
$875.00 AUD
Specialized review and optimization of your superannuation strategy, including contribution strategies and fund selection.
What's Included
- Current super fund analysis
- Contribution strategy optimization
- Consolidation recommendations
- Insurance within super review
- Pre-retirement transition planning
- Written optimization report
- Follow-up session after 6 months
Best For
Anyone wanting to maximize their retirement outcomes through smarter super strategies. Particularly valuable for those within 10-15 years of retirement.
Optimize SuperNot Sure Which Service You Need?
Start with the Financial Clarity Session. We'll assess your situation and recommend the best path forward. If you proceed with another service within 30 days, we'll credit the session fee.