Will you be my client?
My Personal Client book is open for 2025.
OUR PARTNERSHIP
(Your name/s)
TERMS
You engage me, I’ll give you a plan.
We start after our first engagement clears.
Time is money. More time is more money.
I’ll listen to you. You listen to me.
You tell me your goals, I’ll show you options to achieve them.
You want me to be prepared, I need you to be prepared.
What you use is yours, what you don’t is shared.
I can’t create wealth with assets you don’t own.
I’ll stay accountable to my advice; you stay accountable to the plan.
If you want unrealistic results, use an unlicensed guru.
PRO BONO
If you know all the answers, advise yourself.
If you expect certainty without risk, you’re asking for fiction.
Let’s grow together.
WHY WE’RE HERE
This isn’t just about wealth. It’s about clarity, confidence, and execution.
No BS. No empty promises. Just a straightforward roadmap that works.
This is an investment in strategy, not a transaction.
If you’re serious about building, I’m here to make sure it happens.
My time is limited. Between scaling the business, creating content, and driving results, I choose to invest hours in real conversations that move the needle.
If you’re here, I assume you value the same.
WHAT YOU’RE GETTING
This engagement includes three billable hours dedicated to high-impact work:
Strategy Calls & Sessions
Pre/Post Session Work (modelling, research, scenario analysis)
These aren’t just hours. They’re results.
As a 1-on-1 Client, you also get:
My learning platform with proven frameworks and insights that drive outcomes.
Event tickets for any sessions I host within the year.
Locked-in pricing for two years, hedge against engagement increases now.
Guaranteed time in my calendar. Priority scheduling in a booked-out diary.
SERVICES BEYOND BILLABLE TIME
Need more? I’ve got you.
General Consultancy ($140 - $1,320): General advice, SOA reviews, SMSF investment strategies.
Single Issue Advice ($1,320 - $2,200): Investment-only, insurance-only, first home super saver or property strategies.
Comprehensive Advice ($2,200 - $4,400): Full-scale investment, retirement, cash flow, employee shares, estate planning.
Complex Wealth Services ($4,400+): SMSF setups, family office services, windfall planning, multi-entity strategies.
Tailored. Quoted upfront. No surprises.
AGREEMENT & RECORDING CONSENT
Lock in today’s rates for two years. Engagement renews annually.
Opt-out before renewal if needed.Sessions are recorded. Helps refine strategy, improve insights, and create anonymised educational content. Stored securely.
Nothing is shared unless you approve.
QUESTIONS YOU MIGHT BE ASKING
Do I need a minimum disposable income or investible assets?
Nope. Whether you’re sitting on seven figures or just starting out, value is value.
If you’re ready to build, I’m here.
Can I pay advice fees from my super?
Sometimes. Depends on your fund. If it works, we’ll make it happen.
If not, you’ll know upfront.
Are fees tax deductible?
Some are. Advice related to tax and ongoing investments is generally deductible.
If there’s a way, I’ll find it.
Can you just tell me what to do instead of doing it for me?
100%. Some people want execution, others just want direction.
We can structure it either way.
What happens after the plan is complete?
Your call. We check in when big life stuff happens or when a strategy review makes sense. No ongoing fee traps.
What’s your investment philosophy?
Simple. Low fees. Long-term growth.
Index funds win most of the time, but if your values steer you elsewhere,
we’ll sort it out.
What if I don’t use all my hours within the year?
They roll over to the following year. Your decision.
How is additional time or advice billed?
Upfront, transparent quotes. No hidden costs.
What if I need more than three hours?
Simple. Additional time at the same hourly rate, billed in 15-minute increments.
LET’S GROW TOGETHER
This is about action, not just ideas. If you’re ready to move forward, I am too.
EDIT: Spots have been exhausted but you can join the waiting list here.