Financial Health Audit
$497
Perfect for anyone who wants clarity on where their money is actually going and where the biggest opportunities for optimization exist.
What's Included:
- Comprehensive financial X-ray analysis
- Leak identification report highlighting hidden drains
- Custom optimization roadmap prioritized by impact
- 30-day email support for implementation questions
- Detailed cash flow visualization
Perfect For:
Professionals earning well but unsure where money goes, couples preparing for major life changes, anyone wanting a financial baseline before major decisions.
Expected Outcomes:
Most clients identify $3,000-$8,000 in annual savings opportunities within the first week.
Debt Elimination Accelerator
$1,247
The proven system that helps clients pay off debt 3-5 years faster than traditional methods without requiring extreme budgets.
What's Included:
- Velocity stacking blueprint customized to your debts
- Payment automation setup and optimization
- Monthly progress reviews and strategy adjustments
- 6-month ongoing support and accountability
- Debt payoff timeline calculator
- Access to our debt-free community
Perfect For:
Anyone with credit card debt over $10,000, multiple loan obligations, or feeling trapped by minimum payments.
Expected Outcomes:
Average client reduces debt elimination timeline by 3.4 years and saves $12,000+ in interest.
Wealth Building System
$2,197
Complete wealth acceleration framework with automated investment systems designed for busy professionals.
What's Included:
- Custom investment strategy aligned with your risk profile
- Automated wealth accumulation systems
- Tax optimization planning and structure review
- Quarterly strategy recalibration sessions
- 12-month ongoing support and adjustments
- Direct advisor access via email and phone
- Performance tracking dashboard
Perfect For:
High earners ready to build serious wealth, professionals with savings sitting idle, anyone wanting passive income streams.
Expected Outcomes:
Clients typically see 15-25% improvement in wealth accumulation rates within the first year.
Complete Financial Overhaul
$4,897
Total financial transformation combining debt elimination, wealth building, and retirement acceleration into one comprehensive system.
What's Included:
- Everything included in Wealth Building System
- Complete debt elimination strategy
- Retirement planning and acceleration blueprint
- Estate planning fundamentals and document review
- Insurance optimization and gap analysis
- Ongoing lifetime support with annual reviews
- Priority access to advisors
- Spouse/partner strategy sessions included
Perfect For:
Serious professionals ready for complete financial transformation, couples planning long-term wealth, anyone wanting comprehensive guidance.
Expected Outcomes:
Clients typically advance retirement timelines by 6-10 years while eliminating debt and building substantial wealth.
Investment Portfolio Review
$697
Deep analysis of your current investment portfolio with fee reduction and performance optimization strategies.
What's Included:
- Complete portfolio performance audit
- Fee reduction strategy and comparison
- Rebalancing recommendations based on goals
- Risk assessment and allocation review
- Written report with actionable steps
- 30-day implementation support
Perfect For:
Investors with existing portfolios wanting optimization, anyone concerned about high fees, people with underperforming investments.
Expected Outcomes:
Average client reduces annual fees by $2,400 and improves portfolio efficiency by 18%.
Tax Optimization Strategy
$847
Maximize deductions and minimize tax burden with strategic planning and structure optimization designed for Australian tax law.
What's Included:
- Comprehensive tax deduction discovery
- Entity structure optimization review
- Year-round tax planning calendar
- ATO compliance assurance and documentation
- Quarterly tax minimization check-ins
- Superannuation optimization strategies
Perfect For:
Business owners, contractors, property investors, high-income earners wanting to minimize tax legally and ethically.
Expected Outcomes:
Clients typically reduce annual tax burden by $5,000-$15,000 through strategic optimization.