Our Programmes
Click a programme to find out more.
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Future Ready
Creating a plan to prepare for your retirement requires understanding who you are, where you’re starting from, where you want to end up, and what’s standing in the way of you achieving your goals.
With Future Ready you will look at:
Money habits
Cashflow management
Retirement management
Wealth planning
Investment planning
Estate and succession planning
Wealth decumulation
Execution and accountability
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Get Ambitious
Creating a plan to maximise your wealth requires understanding who you are, where you’re starting from, what you want to achieve, and what’s standing in the way of you achieving your goals.
With Get Ambitious you will look at:
Money habits
Cashflow management
Debt repayment (if applicable)
Mortgage repayment
Leverage
Wealth planning
Retirement cashflow projection
Property investment
Insurance and risk assessment
Execution and accountability
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Maximising Momentum
Creating a plan to maximise your wealth requires understanding who you are, where you’re starting from, what you want to achieve, and what’s standing in the way of you achieving your goals.
With Maximising Momentum you will look at:
Money habits
Cashflow management
Debt repayment (if applicable)
Mortgage repayment
Leverage
Wealth planning
Retirement cashflow projection
Property investment
Investment planning
Insurance and risk assessment
Execution and accountability
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Mortgage Killer
Creating a plan to manage your finances requires understanding who you are, where you’re starting from, what you want to achieve, and what’s standing in the way of you achieving your goals.
With Mortgage Killer you will look at:
Money habits
Wealth mindset
Setting financial strategy
Cashflow management
Debt repayment (if applicable)
Mortgage repayment
Insurance and risk assessment
Execution and accountability
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Find Your Focus
Creating a plan to manage your finances requires understanding who you are, where you’re starting from, what you want to achieve, and what’s standing in the way of you achieving your goals.
With Find Your Focus you will look at:
Money habits
Wealth mindset
Setting financial strategy
Cashflow management
Debt repayment (if applicable)
