Would you like to have dinner with me?
18th of March.
You don’t have an income problem.
You have a structure problem.
Your money isn’t working hard enough for you.
So let’s have dinner together and sort it out.
I see this every day.
Money coming in.
Investments ticking along. Or non-existent.
Super not reviewed since the first job.
Don’t get me started on multiple funds.
Owner-occupied debt sitting non-deductible.
Equity available but doing nothing.
Fees compounding in the wrong direction.
Across just 24 private clients I’ve personally worked with recently, simple structural optimisation alone has added an average projected $470,000 to retirement outcomes.
That’s not from outperformance. That’s just from fixing silly leaks.
Debt recycling done properly. Super cleaned up.
Portfolios built with purpose.
Nothing sexy.
So instead of reopening my calendar for one-on-one sessions again…
I’m opening a room.
March 18. Huberts. 30 seats.
We’ll cover.
Debt recycling and when it genuinely makes sense.
Active vs passive and how to build purpose built portfolios.
SMSFs and gearing without ego.
How we actually review a clients balance sheet.
If you’re in the room, you also receive a private 1:1 Wealth Strategy Review with me.
We sit down.
We go through everything.
We identify inefficiencies.
We map next steps.
If you’re not in Sydney, we’re streaming it online.
RSVP here.
If you’d like to discuss your personal circumstances first to see whether this is the right next step, Schedule a call here.