Growing your wealth

Establish financial security and freedom of choice for your lifestyle today and into the future.


Time to take your finances to the next level


You’re earning well and are in control of your finances. Now it’s time to funnel the cash surplus you’ve built into something that will provide greater returns – without jeopardising the financial security you’ve established for yourself.

At, our coaches can provide tailored advice on the best strategy to suit your needs. Whether you’re looking to grow your wealth through property investing or developing a fully diversified investment strategy, they can build a plan to help you prepare for the future.

The building blocks for growing wealth

Our approach to growing wealth looks at all elements of your financial plan, including building the right foundation around your money habits and financial management to unlock growth opportunities.

Your money habits

Money psychology

Wealth mindset

Setting financial strategy

Managing your finances

Cashflow management

Debt repayment

Mortgage repayment

Growing your wealth



Retirement cashflow projections

Wealth planning

Property investment

Investment planning

Benefits of growing your wealth with the help of an coach

At we want to help you create financial freedom so you can spend more time doing the things you love.

So, we:

Help identify your personal goals and the money you’ll need to achieve them

Work with you to project future cashflow needs and estimate how much money you need to grow to meet them

Determine the pace at which you’ll be drawing on your retirement savings to inform investment time frames and plan to deliver growth and cashflow certainty

Determine your options to accelerate wealth creation

Create an investment strategy that is diversified across property and liquid investments to minimise market volatility and benefit from leverage

The benefits of working with


Think big? Get help from our financial coaches today!

If you want to get started, get ahead, or get ready for retirement – we can help create the plan that gets you there. You can secure your initial financial consultation for just $249 (valued at $400).

Hear what our clients have to say about their experience with

"Paul Cho always explains his advice in terms I can understand. He created an environment and rapport where he’s able to challenge me to look critically at my spending habits, goals and previously held beliefs of what might be possible. I have much greater financial literacy, and feel much more financially empowered and motivated since working with Paul."
Paul Cho's client
"Best thing we have ever done. Great to see exactly where your money is going and the progress we are making with our mortgage. We are very grateful. Thank you to the team."
Elizabeth Blake's client
"We have been amazed at what a difference restructuring our banking has made to paying our mortgage off quicker."
Nadine Higgins' client
"Roger is just fabulous! He listens to us and has our end goals at heart. We would not be in the position of having options if it wasn’t for Roger and the team. Best decision and investment we have ever made. Thank you."
Roger Swift's client
" has made us more aware of our spending and what the possibilities are when it come to our finances and paying off our mortgage. We are extremely excited about what we will achieve in the next few years."
Alisha Brady's client
"I liked that Kristin was thorough, didn't judge my spending habits, and made me feel like I've got options. She also explained things in ways that were easy to understand."
Kristin Sutherland's client
"I like that it was a personalised service. My consultant was knowledgeable and able to answer my questions with clarity & non-judgement. I was able to establish some clarity for my goals in the timeframe."
Kristin Sutherland's client
"Hannah was very approachable and easy to talk to. We didn’t feel like we were being told off or made to feel we had been doing the wrong thing, but how we could turn things around and make things better."
Hannah McQueen's client