Kody started out as a youth pastor whilst working as a freelance graphic designer. He didn’t have any background in running a business. In fact, his business came about accidentally to make money whilst volunteering in the church. Then, it eventually transformed into the Lightning Sites that manages over 600 clients on their website support subscription.
“Since working with Aures, we have the personal budget which really helped Margaret (Ivo’s wife) and I. You helped us set up our profit first system for the business which has absolutely changed my business around the last six months. It’s unbelievable.”
SIMPLIFYING BUSINESS AND FINANCE
Kody prides himself as someone is good with money. He had the right wealth mindset growing up and created good financial habits. But he got to a point where he needs to be better than good. He needed someone who’s experienced with everything that comes from owning businesses, family trust, ownership details, shareholders agreements and finances. He had his accountants with him but he couldn’t get clarity on where he is and where he is heading towards in terms of his finances and business.
“I couldn’t communicate that well with my accountants. They would try to explain things to me but it was not in a way that was very conducive to bringing clarity to what was going on in my business. All I knew was that I was making heaps of money but I felt like I wasn’t keeping heaps of money. I really needed someone to help me figure out what’s the overall roadmap that my wife and I are working towards and then, give me some clarity around that. So that’s when I decided to start looking for help.”
TURNING YOUR BUSINESS PROFITS TO PERSONAL WEALTH
With the help of the program, Kody and his wife, Sarah created an overall financial plan outside the business. This is to ensure that they are taking money off the table and putting it aside to build wealth and for their family’s future.
“When we first came on board, we were fairly underinsured. If something were to happen to me, I probably didn’t have the mechanisms in place to look after my family as well as they should be. So you’re getting the insurance to set up on you guys have helped me set up my investment account to start investing in the share market connected me with a property buyer’s agent to help me with our first investment property. Overall, I think the biggest pain point was that that sense of feeling discouraged not having a plan to make improvements. And I feel like since we’ve started, we’ve only been working together for a couple of months, I already feel like we’ve got more clarity around where we’re heading and what I need to do to improve the profits of the business, but also to have those profits flow through into health, personal wealth as well.”
THE 3 BIGGEST BENEFITS KODY GOT FROM THE WEALTH ACCELERATOR PROGRAM
- Clarity and support
- Wealth Education
- investment strategies
SO, WHAT DID THE PROGRAM DO TO LIGHTNING SITES AND KODY’S PERSONAL FINANCES?
Through the Wealth Accelerator Program, Kody gained clarity and encouragement knowing where he is heading towards in his wealth journey. Aureus Financial helped him set systems and strategies for his business and personal finances to turn his business profits into personal wealth and remove cash flow bottlenecks.
“I was discouraged from not knowing where we were heading and feeling like I was working hard and not seeing the results. I was seeing results when I started working with you. And then looking at the forecast that you guys have helped us create for the next 10,15, 20 years has helped me realize that if I just keep doing what I’m doing right now, and continue improving my business, I’m going to have quite a lot of wealth in the next 20 years. So that’s encouraging and solves the biggest pain point that I have.”
WHAT CAN KODY SAY TO OTHER BUSINESS OWNERS OUT THERE WHO ARE CONSIDERING THE WEALTH ACCELERATOR PROGRAM?
“Have a phone call with Aureus Financial. It comes down to that personal gut feeling you need to feel comfortable with the person that you’re working with. And for me, if people gave you the time to have a chat with you, then you know I know that they would find you to be a person that’s got their best interests at heart and and yeah, so I think if they’re on the fence they should book in a strategy call with you right now and and have a chat.”
Are you on track to achieve your financial an lifestyle goals?
Complete an expression of interest form and we can discuss how we can help you remove cash-flow bottlenecks
and turn your business profits into personal wealth.
STEP 1 TO BECOME A PRIVATE CLIENT
Complete an expression of interest form and we can discuss how we can help you remove cash-flow bottlenecks and turn your business profits into personal wealth