Who We Help

Pitstop

You need some quick financial fixes like consolidating super or increasing your insurance. You know what you want and we will help you get it done quickly.

We will provide the advice required to meet your needs and manage the paperwork from start to finish. Ongoing reviews and coaching are not provided with Pitstop advice.

Core

You are busy building your career or your business and you might even be starting a family. It’s an exciting time in your life and we want to help strengthen your wealth fitness.

We will give you an insight into your current position and help you define your goals. Your Core Game Plan will provide strategies to suit your current situation and where you want to be in the future.  Core advice may include: setting up a budget, super consolidation, investments and insurance.

Your Wealth Coach will be available to help monitor, grow and review your WealthFit Game Plan.

WealthFit financial planning and wealth coaching

Thrive

Life is flying by and you are in a position to start growing your wealth and really working towards those goals and dreams. We are here to help you thrive with your wealth fitness.

Like Core advice, we will ensure you have a clear picture of your current position including the strengths and opportunities of your situation. We will help you clearly identify your goals and timeframes and put the right strategies in place for you. Your Thrive Game Plan may include: setting up a budget, cashflow, superannuation, insurance, debt management and debt recycling.

Your Wealth Coach will be available to help monitor, grow and review your WealthFit Game Plan.

Apex

You’ve worked hard and now it’s time to slow it down a little. We want to help you maximise your savings so you can reach your peak wealth fitness before moving into the next exciting stage of your life.

Apex advice focuses on understanding what your ideal retirement looks like and putting a solid plan in place that ensures you have enough superannuation and money to support your retirement.

For pre-retirees your Apex Game Plan may include: accumulation strategies including superannuation, transition to retirement strategies if appropriate, estate planning recommendations.

For retirees, your Apex Game Plan will include recommendations for: draw-down strategies, Centrelink entitlements and estate planning.

Your Wealth Coach will be available to help monitor, grow and review your WealthFit Game Plan.