Our 3 step process
We’ll work with you to uncover your 'why' and the deeper purpose behind your desire for wealth. Once that's clear, the 'how' and the path forward falls into place.
The Strategies we’ll teach you
We’ll help you piece together your financial puzzle and work out what strategies will optimise your situation and give you and your wealth a boost!
Income Strategies.
Money management is the key to financial success—it's not about how much you earn, but how much you keep.
Eliminate money stress by learning how to structure and automate your financial system like a pro, so you can maximize your hard-earned money, make it work for you, and feel confident about your finances.
Debt Strategies.
Debt when managed effectively, can play a significant role in building wealth.
Whether you're managing existing debt or considering using debt, you'll learn how to structure it effectively, determine the right amount for you, and how much income to put towards it, plus learn how to leverage equity to accelerate your financial growth.
Investment Strategies.
Investing risk comes from not knowing what you’re doing , but how and what should you invest in?
Increase your investment knowledge and understand the options, such as shares, property, fixed income, and savings. Learn how to customize an investment strategy that aligns with your specific goals, risk tolerance, and time frame. Plus, discover our proven Investment Philosophy that works !
Super Strategies.
Super will play a significant role in securing your retirement. But not all super funds are the same so which one is right for you?
You’ll learn about the different types of super funds, how much super you need to achieve financial freedom, whether you should make extra contributions, and how to tailor your super and investment strategy to super charge your retirement plan
Retirement Strategies.
The right retirement plan empowers you to maintain control over your life, even after you stop working.
You’ll learn how much income and total assets you’ll need for a comfortable, stress-free retirement, and how to ensure your money lasts.
We’ll also help you structure and invest your assets tax-efficiently, explore age pension strategies to support retirement, and stay updated with legislative changes to optimize your retirement plan
Risk & Insurance Strategies.
Having a risk and insurance plan is essential for providing you and your family with peace of mind and financial security if something goes wrong.
We’ll assess the financial risks and impact on you in the event of death, permanent disability, a major medical condition, or loss of income.
Then, we’ll help you protect your family with the right type and amount of insurance, structure tax effectively and customized to your specific needs.
Our Roadmap To Wealth
Wealth Foundations
Starting your financial journey involves building your financial knowledge and gaining clarity about your current situation, goals, and priorities.
The wealth foundation strategies will consider:
Setting clear personal and financial goals
Identifying your surplus income
Creating a cashflow plan
Establishing debt repayment and savings strategies
Customising your super and investments
Consider investing
Having the right insurance to protect you and your family.
Wealth Accelerator.
You’re ready to build on your wealth foundation, and take a holistic and longer term view and ensure every part of your financial plan is being optimised and working for you.
The wealth accelerator strategies will consider:
Building on Wealth Foundation strategies
Maximising your income
Investment strategies
Tax effective investment and super strategies
Debt Strategies
Tax and Estate planning strategies
Risk & insurance strategies
Retire with Wealth.
You’re preparing for your retirement, and making sure you will have enough money to live a comfortable and stress free retirement.
The Retire with Wealth strategies will consider:
Super and pension strategies
Tax effective contribution strategies
Transition to retirement strategies
Reviewing current investment strategies
Debt reduction strategies
Smart tax planning and withdrawal strategies
Age pension and government benefits
Estate planning and risk management
Long term care consideration.
Our Roadmap To Wealth
“Wealth is not about what you have…but who it allows you to become.”
Justin Beatty, Wealth Esteem Founder
