Navigate LifeStage Transitions
and achieve your Next Success
We guide aspirational families towards their Next Success and a worry-free financial future.
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Our Programs
“Next Success” Program
Our flagship “Next Success” program does so much more than sorting out your money (of course, we do that too!). It helps identify not only your future goals and aspirations, but your very next most important one.
Together we map out your path to get there, and guide you along that path to your success, while keeping an eye on all the things that will make yours a most success-full future.
Some of our recent success stories:
60-year-old business owner wanting to transition out of a 55 hour week to start enjoying life before it was “too late”
Early-40’s professional family wanting to plan school fees, holidays, and a bigger home
Seasoned couple who felt they had enough money and were ready to enjoy it, but weren’t really sure if it was enough, or how to set it up to make the most of it
Looking for something easier to bite off first?
Maybe you want help “Getting Sorted”.
“Getting Sorted” Program
Whether you are a younger professional in the early stages of their most wonderful life (we’re looking at you, millennials!!!), or those who have taken their own path here and need a bit of a tidy-up, this program is structured around getting the basics right first.
You have the most extraordinary hopes and dreams, and feel your first steps towards them tend may have fewer moving parts – therefore, requiring a simpler program.
The more mundane stuff needs to be sorted (super, life insurance, spending, wills), and you want to get moving on the path to your Next Success.
LifeStage Transitions
We face a constantly changing life. And each time we experience one of these LifeStage Transitions, it has a financial impact.
We’ve identified more than 50 LifeStage Transitions that require planning and careful consideration of your financial strategy.
Maybe you have school fees starting soon and want to upgrade your home; perhaps you want to start a business or exit the one you’ve already built. Your family income increased and don’t know what you “should” do with the extra money?
Whatever LifeStage Transition you are facing, the pathways forward are many and each has its own benefits and risks. We help you make confident decisions about which path to take.
Download our list of LifeStage transitions
Our Simple Process
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1. Get In Touch
Book a 20 minute phone call to see which program is right for you
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2. Next Success
We uncover your "Next Success" and design your pathway there
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3. Get It Done
You focus on what you do best while we do the rest for you
