Booking

Welcome to our first meeting

Let’s bring your goals to life.

Online booking 👨‍💻

Welcome to your Intro Zoom meeting.

Our FREE 30- 60 min video call is designed to discover more about your goals 🛥⛵️🛩🏖 , personal values 🧘🏽‍♀️☯️ and current financial position📈💸 and what your looking to achieve.💪🏽 

In this meeting It’s a great time for us to add as much value to you, as we chat about your goals and the opportunities to optimise your wealth journey.📜

In this meeting we will discuss🧑🏽‍💻;

  1. What you’re seeking advice on 📝
  2. What your goals and aspirations are 🧗🏽‍♀️
  3. Areas to grow financial education 👨🏽‍🎓
  4. Your current financial position 💸
  5. Any questions you may have ❓

Looking forward to e-meet you soon.

Introduction Meeting

Click below to Book in your free intro meeting.

In your free session you will get

A clear picture of your goals and how an adviser can help you achieve them
How cash flow can help you achieve your goals
Client portal access to view your details and WealthMap
Understanding of how interactive advice can help achieve your goals

TALK TO AUSTRALIA’S NO. 1’s ONLINE FINANCIAL MENTOR & ADVISER FOR MILLENNIALS AND GEN-X’s

 We’re 100% online, digital and built to achieve goals. We’re an online financial advising and coaching practice on a mission to empower Millennials and Gen X’s to live more fulfilling lives by aligning life goals and personal values to attainable outcomes. In fact, we’re Australia’s most experienced online fin-tech financial advisors.

We know and understand how important it is for Millennials and Gen-X’s to save time in their busy lifestyles and that efficiency is key.

Built from a goal, driven by goals, to help goals, become achieved goals.

Connecting with us

Connecting has never been this easy – see our online booking options below

Let’s learn more

IF YOU’RE a GenX or a MILLENNIAL WHO IS READY TO PLAN GOALS & FOLLOW THOUGH, WE LOOK FORWARD TO WORKING ON YOUR DREAMS.

Our FREE intro meeting is designed to add serious value to you. It’s an opportunity for you to find out more about your goals, your current financial positions and the opportunities you have for creating, managing and optimising your wealth.

WHY IS THIS FREE?

  To help us get to know each other and for us to clarify what you are trying to achieve. We will then discuss how we can help with options to move forward.

Let’s move mountains together