It’s all about an expert team and great technology

True success in anything comes from surrounding yourselves with experts. As well as me, you’ll have access to a truly awesome business and tax team, and our multi-award winning financial planning team, committed to your family’s financial success, as well as a host of other resources we can introduce to enhance your financial position.

Key features of the coaching program include:

  • A choice of three different programs so you can choose the level and the services that fit you best.
  • Each program is set for 12 months – long enough to see results and short enough so it’s not overwhelming.
  • A planning day to set your goals for the 12 months and an action plan to get you there.
  • Regular ‘Advice & Accountability’ sessions to ensure you’re continually moving forward and on-track. We want to keep you laser-focused to achieving your goals.
  • Regular course correction so that if what you’re doing isn’t having enough impact, then you can make changes to the strategy as required rather than waiting until it’s too late.
  • Priority access to me in between sessions (including my coveted mobile number) for ad-hoc advice, mark-ups, brainstorming etc, so that you can keep moving without having to wait for each session.
  • All your emails and phone calls will be responded to within 24 business hours.
  • Access to tools, templates and scripts to make your life a whole lot easier.
  • Regular concierge check-ins to make sure you’re moving forward.
  • Regular business hints and tips.

Depending on the specific program you choose, it may also include:

  • Bonus coaching from our ‘Numbers Guru’ Michael Moschetti.
  • Team workshops.
  • Team leadership training.
  • Specialist team training.
  • Business performance reviews.
  • On-track phone calls.

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