Choose Your Path To Financial Optimization
Three distinct service levels designed for different stages of your financial journey. Each builds on proven strategies that have saved clients an average of $23,100.
How To Choose
Start with Foundation if you're new to financial optimization or want to test our approach. Most people begin here and upgrade within the first 90 days once they see initial results.
Choose Complete if you have multiple financial areas that need attention—debt, taxes, investments, and cash flow. This is our most popular option because it addresses the full system.
Select Wealth Acceleration if you're already financially stable and want advanced strategies for property, estate planning, and accelerated wealth building.
Financial Foundation Audit
$487
What You Get
- Complete spending analysis across all accounts
- Account structure optimization plan
- Immediate savings opportunities identified
- Fee reduction strategies
- Cash flow automation setup guide
- 30-day email support for implementation questions
Best For
People who feel like money disappears each month without clear tracking. Households earning $45,000-$95,000 annually. Anyone new to systematic financial management.
Typical Results
Clients usually identify $2,400-$7,800 in annual savings from eliminated fees, optimized account structures, and automated cash flow. Implementation takes 2-4 weeks with our guidance.
Get Started With FoundationComplete Financial Restructure
$1,247
What You Get
- Everything included in Foundation Audit
- Comprehensive tax optimization blueprint
- Debt elimination roadmap with mathematically optimal sequencing
- Investment framework setup based on your timeline and risk tolerance
- Superannuation optimization analysis
- Insurance needs assessment
- 90-day implementation support with weekly check-ins
- Quarterly review sessions for the first year
Best For
Households with multiple financial priorities needing simultaneous attention. Income earners between $75,000-$180,000. Anyone with consumer debt, suboptimal super, or no investment strategy.
Typical Results
Average client saves $8,200-$31,400 in the first year through tax optimization, eliminated interest, and fee reduction. Long-term impact on retirement savings typically exceeds $180,000 due to compound effects.
Get Started With CompleteWealth Acceleration Program
$2,897
What You Get
- Everything included in Complete Restructure
- Advanced tax strategies including trust structures and negative gearing analysis
- Property investment analysis with cash flow modeling
- Estate planning guidance and wealth transfer strategies
- Business structure optimization for self-employed clients
- International tax considerations if applicable
- Philanthropic strategy development
- 12-month ongoing support with monthly strategic sessions
- Priority access for urgent financial decisions
Best For
High-income earners above $150,000. Business owners and self-employed professionals. Anyone considering property investment or complex wealth structures. Clients focused on generational wealth building.
Typical Results
Clients typically achieve $18,000-$67,000 in first-year savings through advanced tax strategies, optimized business structures, and strategic property decisions. Multi-year wealth accumulation acceleration averages $340,000-$890,000 over ten years.
Get Started With AccelerationOur Guarantee
If our analysis doesn't identify savings and optimization opportunities worth at least three times your program investment, we'll refund your full payment.
This isn't marketing language. It's our actual refund policy, used by three clients in four years.
Select Your Service
Choose the service level that matches your current needs. You can always upgrade later as your situation evolves.
Common Questions
How quickly will I see results?
Most clients identify immediate savings within the first analysis session. Implementation typically takes 2-8 weeks depending on complexity. Tax optimizations show up in your next return. Investment changes compound over years.
Do I need to be good with money already?
No. We work with people at all skill levels. If you can provide access to your financial information, we can optimize it.
What if I have a financial advisor already?
Our service complements traditional advisors. We focus on optimization and implementation they often don't have time for. Many clients use both.
Is this only for high earners?
No. Our Foundation service is specifically designed for middle-income households. The strategies scale to different income levels.
What information will you need?
Bank statements, super statements, recent tax return, and a list of all accounts and debts. We provide a complete checklist after enrollment.