WEALTH

Create Financial Freedom Faster Leveraging Our Proprietary 'Wealth Mastery Machine' System

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Get access to our international best selling book sharing all of our secrets for creating financial freedom faster! Yours FREE when you join our private community.

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Training

Get access to our best training yet to help you remove your cash-flow bottlenecks and turn your business from a cash eating monster into a profit making machine.

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A Private Client

If you’re an ambitious professional or successful business owner and you want to level up your wealth strategy, get expert advice and mentorship, apply to see if you’re the right fit for one of our  award winning programs.

ATTN Business Owners & Ambitious Professionals

Want To Get Cashed Up & Turn Your Business Profits Into Personal Wealth?

The world of wealth is complex and finding great advice can be a challenge as you work through your wealth journey. We’ve identified 5 stages our clients work through as they navigate their professional and business lives, accumulate wealth, create passive income and transition to lifestyle and legacy.

  1. Financial Battle – establishing your career, building a sustainable business and achieving a great active income to create financial stability
  2. Financial Comfort – building your financial base, controlling your cash flow and building your game plan
  3. Financial Growth – allocating surplus cash flow, accumulating assets and destroying your debts
  4. Financial Freedom – paying off your home and creating enough passive income to choose how you spend your time
  5. Financial Abundance – creating a legacy, building generational wealth and leaving an impact in the world

We believe in creating a generational business that supports our clients and their families to live for today and plan for tomorrow.

Our proprietary process ‘The Wealth Mastery Machine’ allows us to help our clients navigate their wealth journey and ascend through each stage as their financial means, goals and ambitions and family unit evolves over time.

Some of our clients have scaled their businesses to multiple 7-8 figures, paid off huge debts to the ATO, purchased and paid off their dream home, accumulated multi-property portfolios, had the freedom to retire early, created generational wealth plans and sorted out the boring stuff like insurance and estate planning too.

With over 1,000 successful clients who have built over $2 billion in combined wealth, imagine what we could do for you?

Discover The Secrets Behind Our 7 Step System To Creating Financial Freedom In 10 Years Or Less

Got 20 minutes? We’ll show you no BS actionable insights to kick your finances and wealth plan into shape.

Success Stories

We’ve Helped Thousands Of People Like You Build The Financial Future They Want

With our battle-tested strategies and expert coaching, you, too, can reach your financial goals and live the life you’ve always wanted.

Ready To Start Building The Future You Want With More Passive Income And Personal Wealth?

With now hundreds of happy and successful clients we typically have a waiting list to join our programs. If you are ready to take your finances seriously, complete the application below and see if you qualify to work with our expert coaches.

Free Resources For You

Take The First Step Towards Financial Freedom Now With These Free Resources!

Get Our One Page Wealth Plan

Most wealth accumulators delay their financial goals by years because they don’t know simple wealth hacks that could accelerate their goals. Grab a copy of our One Page Wealth Plan and level up your planning today!

Wealth Scorecard

We have identified a 40 point checklist that all wealth accumulators must tick if they want to be successful. Download the Wealth Scorecard and see how well you and your family are doing (and how to improve your score lightning fast!)

Our Best Selling Wealth Book

Want a copy of our international best selling book that contains all of the wealth building secrets responsible for helping our clients build over $2 billion in assets? Get yours free now!

One Page Wealth Plan

Get Your One Page Wealth Plan Now!

Business Scorecard

We have identified a 40 point checklist that all businesses must tick if they want to be successful. Download the Business Scorecard and see how well your business does.

Get Our Best Selling Book

Get your copy of our best selling book now!

And All The Other Financial Stuff You've Heard About,
Yeah We’ve Got You Sorted Too!

Wealth Education

Learn more about the language of money, gain a better understanding of how you can manage your finances and take control of your wealth journey

Strategic Advice

Our strategic advice service aims to help you navigate life’s complexies and ensure you optimize the outcomes to help you continue to grow and scale your wealth

Property Advice

Buying property can be one of the most significant financial decisions we will make so it pays to get the right advice. Learn about the fundamentals that influence property growth and help you find the right asset for your portfolio.

Accounting & Tax

Our world class tax & accounting service aim to help you take a proactive approach to your tax, help you understand your numbers, keep the tax man at bay and work to achieve your personal and business goals.

Lending: Personal & Business

Lending is an ever evolving space and is an integral tool in wealth creation for individuals and business owners. We pride ourselves on being experts in all things lending to help you have the right strategy and source the most competitive deals from our panel of lenders

Virtual CFO

No longer is a CFO reserved just for large businesses. Learn to get on top of your numbers, make better business decisions, engage your stakeholders and establish the right metrics and KPIs to get your business to where it needs to go.

Cash-Flow Management

In the age of tap and go it is easier than ever to spend money and many of us struggle to save enough to achieve all of our goals. We have crafted a cash-flow management service that helps our clients stay on track for their financial and lifestyle goals through leveraging a world class structure and technology to support you

Structures & Tax Advisory

Get the right advice around your tax structures to help you protect your wealth and optimize your tax in order to help you scale your wealth, both personally and in business with peace of mind and certainty.

Coaching & Accountability

The world’s best athletes always have a coach but many overlook the value of working with a mentor to help them reach their fullest potential in business and life. Get access to our wealth coaching program and partner with an accountability coach to help you take more action.

Estate Planning & Commercial

Estate planning is often on our list of things to do but very rarely gets resolved as most of us are busy trying to live our lives. Get access to our estate planning facilitation service to document your wishes, protect your wealth and ensure you provide for your loves ones in the event of the unforeseen.

Risk & Insurance

Life is full of risks and we need to work to protect what matters most, whether that be your assets, business, family or your ability to produce an income. Gain access to our proprietary ‘Needs and Wants Analysis’ process to ensure you have peace of mind.

Retirement Planning

Retirement planning is often an overlooked subject for many wealth accumulators but for most, being self-funded in retirement is high on the list of priorities. We will help you define your ideal retirement, help you work out how you are tracking and create an action plan to help you improve your path to living the dream in your golden years.

Future Generation Planning

With ever-increasing property markets, many people fear that their kids will never be able to afford to get into the property market. We will help you create an inter-generational plan that will help you create a nest egg for your kids and give them a head start in life.

Wealth Management

Once we create wealth, we need to be able to manage it effectively to ensure compounding can continue to work its magic. We will help you build a wealth management strategy to help you diversify, achieve your financial and lifestyle goals and ensure you can spend as little time as needed to keep on top of your finances so you can do more of what you love.

Business Advisory

Business is a complex beast and we often need to be willing to adapt and change to continue to grow our business. We specialize in helping you map out your business strategy being conscious of your personal plans to help you position your business as a vehicle to craft your dream life.

Financial Performance Scorecard For Business Owners

Are you a 6–7 figure business owner ready to increase your profit? Complete our 40 point financial performance scorecard (average score is 18/40)

What you'll get:

The performance scorecard helps you understand your current financial position and allows us to tailor the best solutions. There’s no reason to delay. Click the button below.

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