Become a PACT Client

What is the
PACT Client Program?

The fundamentals of our PACT Client Program is the client expectations in the areas of Protection - Attention - Coordination - Transparency.

THE PACT CLIENT PROGRAM 

Our principal adviser and entrepreneur Mick Steffan has developed a proven client program that is unique to Australia.

This program named the PACT Client Program is designed for clients that meet the characteristics of our “Client Community” and uses a process based on the fundamentals of the American Psychologist Abraham Maslow “Hierarchy of needs”.

What is the PACT Program about? 

 

01.

THE AIM

Working towards being Wealthy

From our experience, the single most important objective is to be financially independent at some point in our lives while being financial stress-free. To achieve that, you need to be wealthy, not rich.

Our goal is to create and update a comprehensive written lifetime financial strategy for every one of our clients and our job is to ensure that every client is always on-track with their finances.

02.

THE MEANS

A Team of Subject Matter Experts

To achieve this goal our Expert Financial Executive Officer Mick Steffan has gathered a team of Subject Matter Experts:

  • Financial advisers, para-planners & money management advisers

  • Accountants,  tax agents and bookkeepers

  • Mortgage brokers and finance experts

  • Life insurance experts and Estate planning & legal advisers

03.

THE ENDS

Expert Advice & Peace of Mind

Being a PACT Client will provide you with the best expert advice in regards to your life's investments & choices.

 

Not only will you be granted Mick Steffan's expertise, but your portfolio will also greatly benefit from the advice of specific Experts in each areas of concerns in your life. 

 

This in turn will guarantee you increased peace of mind and complete trust in the process, knowing that your money is in expert hands.

​Mick Steffan and his Team of Subject Matter Experts are here to coordinate all the financial products & financial people in your life, and to give you a level 10 of confidence that all of your goals will be met.

How much does the PACT Program cost and What is included? 

The cost of the program is $2,000 per month. It is partly tax deductible and includes any labour cost and advice from the above-mentioned team of experts 100% commission-free.

Here are some examples of the exclusive services you will access through the PACT Client Program:

  • Initial strategic and ongoing advice

  • Financial independence progress tracking

  • Personal tax planning reviews, bookkeeping, tax returns and audits

  • Investment vehicles earning 100% passive income tax planning and returns

  • Will preparation, entity structure review and estate planning advice

  • Finance and debt restructuring and application

At IAWA we are all about Transparency. There is no hidden fees and if something seems unclear, we are here to answer all of your questions.

Happy Farmer

WHAT A PACT CLIENT SAYS ABOUT US

"I appreciate Mick's honesty and I am very satisfied with the status of my financial affairs including my wealth growth.  I feel very secure that all my finances are taken care of with Mick as my executive financial officer and his team of subject matter experts."

Still unsure?

Find out more about the value of Financial Advice and more specifically about the proven results of our tailored methodology right here.

Do You have a question for us? Simply reach out here:

In Person

58 Hillview Drive, Drummond Geraldton 6530

Online

Send us a message via the live chat located at the bottom right of the page

Over the Phone

Your dream life is just a phone call away. Call us now on 08 9950 0349

More Clients Testimonials

WHAT PEOPLE SAY

Leaves all other financial advisers behind with great advice, tailored to the client. Makes it easy and you can have great confidence in the services offered.

—Peter Mountford