you might not have your own business yet, but you are definitely a #dollarboss
you are making some good coin and you sure as hell want your money to be #workingforyou
(even better) while you sleep.
own your future. we’ll help get your financial world sorted and show you how to #maximiseyourmoney
Get #moretime for LIFE.
THE GAME PLAN
Streamline | analysis, goals and strategy, eliminate chaos and low performance
Systemitize | automate, increase efficiency and accountability
Strengthen | protect and grow your wealth
It's so simple. The sooner you build the foundations and plan your journey to real wealth, the sooner you get there.
You are working hard but don’t want to have your nose to the grindstone forever.
Let's get you headed towards epic life goals and long term liberation.
Stay on top with time efficient tech, solid strategy and some serious accountability.
TAKE THE # DOLLARBOSS JOURNEY
▶️ REVIEW and ASSESS your income, assets, spending, saving and debt.
▶️ CONNECT with your team - accountant, lawyer and mortgage broker.
▶️ CLARIFY your financial goals and life goals.
▶️ BUILD Your Financial Foundations
▶️ CREATE a spending plan.
▶️ AUTOMATE a savings plan.
▶️ TRACK your progress.
▶️ IMPLEMENT a debt reduction plan
▶️ PROTECT you and your family with an emergency savings plan
▶️ OBTAIN appropriate insurance
▶️ CREATE a comprehensive estate plan
▶️ GROW your wealth with a solid investment plan
▶️ OPTIMISE your superannuation strategy
DOLLAR BOSS PACKAGE FEES
INITIAL MEETING FEE - $250 for singles and $330 for couples.
UPFRONT PLANNING FEE - From $4,995 depending on the complexity of your situation.
ONGOING FEE - From $400 per month for singles and $450 per month for couples.
Fees will increase based on the complexity of your situation and additional structures/entities
Other fees incurred or professional fees such as legal, accounting or mortgage broker are charged at cost.
Our service is designed to help our clients grow wealth long term, therefore this program is a minimum 12-month commitment with services and fees reviewed annually. If you choose not to continue using our services you can cancel at any time with 30 days’ notice after the initial 12 month period.