This programme is designed for you the business owner who wants to have:

  • A better understanding of how to leverage your business to create personal wealth

  • Clarity on how to link your business and personal goals

  • An action plan on how to grow your wealth

Outcomes you will gain over the 12 month programme:

  • Be in a stronger overall financial position

  • Have a practical money management system that is not hard work to manage

  • A solid financial base

  • Have the confidence and strategy to manage and grow your financial future

How does it work?

Step One:  Have a one hour consultation with me to understand your current financial position and get clarity on your goals.  This will involve completing a 10 page questionnaire prior.

Step Two:  Choose the programme that is right for you.  It maybe that just the consultation is enough for you and if so you will only be charged the consultation fee of $375 plus GST.

Step Three:  Receive a two page action plan that we will use to regularly check your progress.

Step Four:  Start taking action and completing your tasks.  

Step Five:  Review your progress each month and update tasks for the next month.

Step Six:   Celebrate what you have learned and know you have stronger financial foundations and a plan to build your future wealth.

What makes this programme different?

Unlike other financial firms you will be working directly with me. I only work with a maximum of 25 clients at a time.

I have over 30 years of personal investment experience building my own diversified portfolio and over 20 years in the financial services and property investment industry.  

I can introduce you to my extensive network of professionals that can become part of your team or I can work with your existing team.

I will be your personal financial advisor over the 12 months helping and supporting you implement your goals and objectives. This is a very personalised service tailored to your specific needs.  

Throughout the programme you will have reasonable phone and email support so you can use me as a sounding board throughout your journey.

Cost of the 12 month programme

$2,995 + GST

(you can upgrade to the Property Investment Programme at any time)

Call Lisa 021 486 000