We Help You?
Our team of 30+ specialists, led by Managing Director Tim Guest, Australia’s leading financial educator include property investment experts & strategic retirement planners, through to taxation accountants & economic experts (just to name a few). All of them collectively working together and making intelligent decisions to assist you in designing a strategy and achieving your goals.
Over 20,000 people have attended our wealth creation workshops and as a result, we have designed and implemented personalised Strategic Wealth Plans for more than 4,000 people, who are now on track to reach their financial goals. To date, we have assisted these clients to invest over $400 million dollars, with very high customer satisfaction ratings.
Through our ‘Plan Your Way To Wealth’ LIVE Workshops, our Planning & Strategy Sessions, our Advanced Training Programs and our personalised Strategic Wealth Plans, we have the integrity, measurable results, expertise and passion to help you achieve your financial goals, using nothing more than what you currently have available to you, right now.
We are also grateful to have been recognised by BRW as one of the fastest growing companies in Australia, and we are committed to donating 10% of our profits to charities and community projects.