Wealth Plan

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The Wealth Plan is more traditional financial advice but with a different twist on things.

My Wealth philosophy is built to bring simplicity to your financial life and help you focus on living a life fulfilled with what you value. It is not a plan to make as much money as you can, and it is based on building the right behaviours, not picking the best shares. 

Due to capacity restraints and being a very small business, The Wealth Plan is only suited to clients when there is a lot going on financially. It usually is when money going everywhere and there is no structure to where it is all  going.

Through the Wealth Plan we will  take a few steps back, get clear on your big dreams and cut back the complexity to bring simplicity to your financial life.

If you crave to be better guided to living a life fulfilled with what you value and are already well advanced in your financial journey this may suit.

This service is very high touch and is priced accordingly, therefore it only suits families at a particular point in their lives and generally only for a particular period while we built systems and processes for them to self-manage. 

Due to being only able to successful manage a maximum of 40 clients at a time, I can only work with clients who are earning over $300,000 a year combined as a couple and have net assets built in excess of $750,000.