A $1,100 session is included in this ticket
And I won’t be doing this again.
There are two ways to get a private strategy session with me.
Pay $1,100 for an individual session
Pay $1,650 as a pair
Or…
Attend this week’s Wealth Symposium and it’s included in your ticket.
If you’ve been meaning to organise a review of your super, investments or debt structure, this is the cheapest and fastest way to do it.
Sleeping on this effectively means paying 50% more later.
What the private session includes
It’s a structured strategy review where we look at your entire balance sheet.
The session includes:
• Comprehensive superannuation, insurance and investment review
• Assessment of debt structure and recycling opportunities
• Portfolio framework analysis and risk profiling
• Identification of tax and structural inefficiencies
• Clear strategic next steps tailored to your position
• Dedicated Q&A time focused entirely on you
Most people come into these sessions thinking their strategy is fine.
But often we uncover things like:
• tax inefficiencies everywhere
• insurance structures eroding wealth
• portfolios built with no real framework
• debt structures destroying investment flexibility
These small structural issues compound into six-figure differences over time.
Your ticket also includes the face-to-face Wealth Symposium this Wednesday.
This is where we walk through the frameworks we use when reviewing client portfolios.
We’ll cover:
• Debt recycling and when leverage genuinely improves after-tax outcomes
• Active vs passive investing and how to assess whether a manager is actually adding value
• SMSFs, gearing and the real structural trade-offs involved
• Tax structuring across superannuation and personal ownership
• Insurance and portfolio inefficiencies that erode long-term wealth
• The framework we use when reviewing a client’s full balance sheet
And importantly:
How to build a portfolio
Including the Core–Satellite framework we use when structuring investments.
Core strategies designed for durability and tax efficiency.
Satellite allocations used for alpha, thematic exposure or tactical positioning.
What this session isn’t
It is not a product presentation.
It is not a “top ETF list”.
It is not about what fund is best.
It is about how to invest with a strategy built for you.
If you’ve been meaning to review your strategy anyway, attending this event is simply the most efficient way to do it.