Our 3 step process

Our Approach

Our approach to financial advice is simple, we get to know you, your goals and dreams and custom build your wealth plan to make it happen

You’ll get clear about your vision & goals, understand your purpose and motivation and learn the secrets of the wealthy , from here we’ll review and optimise the 6x Key Wealth Strategies to get you and your wealth moving forward. n

We also know having a coach and accountability gets better results and we’ll be here to work on your wealth mindset, overcome challenges and cheer you on to celebrate a the wins, big or small!

Your success, is our success..

Through 15 years of experience, we have built a trusted wealth network that is available to offer professional and expert advice in accounting, finance broking, legal and commercial insurance.

Key wealth strategies

  • Money management is the key to your financial plan, it's not how much you earn it's how much you keep.

    Learn how to structure and automate your money system and how to put your hard earned money to work.

  • Explore mortgage and debt reduction strategies and the role debt can play in helping you build wealth.

  • Understand the different investment options, i.e. shares, property, fixed income, savings and how to invest in a way that relates to your situation and the level of risk that’s right for you to achieve your goals.

    You'll also learn how to navigate markets, and remain consistent with investing so you can ensure a positive outcome and see your wealth grow over time.

  • Learn about the tax effectiveness of super, and the how much super you’ll need to be financially free.

    You’ll also learn about the different super funds, and which is best for you and how to custom build your super strategy to super charge your retirement plan.

  • You’ll learn how much income you'll need to live a comfortable retirement and how much in total assets you'll to make sure your money will last.

    You'll also understand how to structure your assets in a tax effective way, consider age pension strategies to help fund your retirement and ensure you stay up to date with legislation constant changes to the rules.

  • We’ll identify the financial risks of an unexpected event such as a death, permanent disability, major medical condition and loss of income and how we can protect you and your family through the right level and type of insurances for you.

Our Roadmap To Creating Real Wealth

Wealth is not about what you have…but who it allows you to become.”

Justin Beatty, Wealth Esteem Founder