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WHAT IS S.M.A.R.T GOAL BASED ADVICE?

S

SPECIFIC

Well defined, Clear and Unambiguous goals.

M

MEASURABLE

With specific criteria that measure your progress toward the accomplishment of the goal.

A

ACHIEVABLE

Attainable and not impossible to achieve.

R

RELEVANT

Within reach, realistic, and relevant to your life purpose.

T

TIMELY

With a clearly defined timeline, including a starting date & a target date. The purpose is to create urgency.

INDEPENDENT STRATEGIC ADVICE FIRST - THE KEY TO DELIVERING MORE VALUE!

Our team of Subject Matter Experts (SME) in Financial advice, Taxation advice. Finance and Debt, Estate and Legal advice are straight shooters and are very different from your existing financial planner, accountant, lawyer, mortgage broker advisers. We are passive income strategists first, committed to working together as a team that works in your interest first. 

 

Our SME's are all very experienced professionals who operate their own successful businesses and know how to help clients convert active income into passive income in their area of expertise.

Sometimes this means challenging the status quo, review the work of your existing advisers and think outside the box to create a truly, comprehensive passive income strategies within all areas of advice.

Ask yourself the question: Do you really believe that your whole financial house is best served by just one local accountant or financial adviser and do you really believe they work closely together for you benefit and are the best game in town?

10 Reasons why you should invest in our team of financial and legal experts:

Access Multiple Experts for Holistic Financial Advice 

  1. Each professional has been carefully selected for their technical ability to think outside the box.

  2. Clear expectations of service are agreed to do their part of the strategy puzzle on time.

  3. Appointment of your financial executive officer to create an overarching strategy to align and focus the team.

 

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Pooling expenses to access resources that you cant afford

4. Access our Exclusive Investment Research specifically designed to help build sustainable passive income.

5. Proprietary wealth and investment risk tracking software to monitor your progress towards your passive income journey. 6. Discounted access to administration platforms and research.

Begin with the end in mind

7. Protect your assets and your financial vision

8. Pay attention to your financial situation and proactively recommend required course corrections. 

9. Coordinate all financial people and products so that every recommendation is perfectly aligned

10. Transparency and Independence 

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Our Ideal Clients Service Package is designed to help you get your financial house in order and create more passive income:
1. Appointment of our director as your Financial Executive officer (FEO) to coordinate your financial house with our SME's.
2. Comprehensive Financial Plan + 3 progress reviews to reduce risks and take advantage of new opportunities. 
3. Benchmarking for small businesses and business advice to maximise performance and personal wealth creation.
4 Exclusive Subject matter expert access and delivery engagements. 
We got you covered! Our Ideal Clients Service Package includes access the following Subject Matter Experts (SME's) services*:
1. Accountant SME: Xero/Class subscription, BAS finalising and lodging,  tax planning advice & small business advice, entity financial statements and tax return lodging and taxation planning to support financial advice up to $5,000 per year 
2. Morgage Broker SME: Finance application and mortgage review up to $2,000 per year
3. Estate Lawyer SME: Wills, Enduring Power of Attorney/Guardianships up to $1,500 p/a
4. Family Lawyer SME: Initial assessment of separation and or financial agreement up to $1,000 p/a
5. Financial adviser SME: Initial Financial Plan fee of $5,000
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