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 (to name a few). All of them collectively working together and making intelligent decisions to assist you in achieving your financial goals.
Over 18,000 people have attended our wealth creation workshops and as a result, we have designed and implemented personalized 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 $375 million dollars, with very high customer satisfaction ratings.
Through our ‘Plan Your Way To Wealth’ Workshops, our Planning & Strategy Sessions, our One Day Intensive (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 recognized 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.
Some of the charities and community organisations we support include: