“I was making heaps of cash but didn’t have confidence in my wealth and business strategy until I met Jackson. Now I can’t imagine moving forward without him”

Kody Thompson – Lightning Sites

  • 20 Year Road Map

    We helped Kody and Sarah map out their financial and lifestyle goals over 20 years and reverse-engineered it into a clear road map to help them smash their goals.

  • KPI Dashboard

    We identified the key performance indicators Kody needed to track and measure to help him remove cash-flow bottlenecks, maximize profit and build more personal wealth.

  • Wealth Creation

    We helped Kody architect a simple investment strategy to help him pay off his home in 18 months, build a property portfolio and create inter-generational wealth for his two daughters.

  • Coaching & Accountability

    Kody was looking for a trusted partner to help him make important business growth decisions. We helped Kody navigate building out his dream team so he can reduce keyperson risk.

  • Wealth Education

    Kody was frustrated that many other advisers only offered a ‘Done For You’ approach and he wanted to learn more about managing money for himself. We helped Kody improve his financial literacy across business and personal finance.

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

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