“I think back to what I could have achieved if I did this sooner! Jackson has helped us create our complete financial road map, get our house in order and start making money work harder for us”
Ben Carty – Boom Build
Financial Foundation
Ben and his family were looking to sort out their financial foundations as they felt it was getting away from them. We helped them get their financial house in order finalizing their to-do list.
Freedom Forecast
Ben and Nikki wanted clarity around how they would be able to buy their dream block of land, build their dream house and pay it off. We created a simple road map to keep them on track.
Wealth Creation
We helped Ben and Nikki setup a simple investment strategy to support them in achieving financial freedom and turning business profits into personal wealth.
Virtual CFO
Ben had been trying for years to get better clarity around his numbers in his business and manage his job profitability. We helped him setup a financial dashboard and improve job profits substantially.
Coaching & Accountability
Ben had endured some rocky times in business and wanted the help of a trusted partner to ensure he made the right decisions to grow his business. We helped him plan to hire a Project Manager freeing up 27 hours a week.