Your personal road map to financial freedom …. With a hand to hold along the way
Our Offerings
We offer various forms of coaching from general courses, workshops & scoped once-off tailored advice to ongoing wealth management.
We don’t offer a one size (and price!) fits all model.
Our Services
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One on One Coaching
Traditional Financial Planning style services) for a set scope or timeframe. This service usually involves 2-4 initial meetings (face to face or virtually) and at least one catch up & review each year.
WHO: best suited to Seen It All’s or Doing it All’s (see Clients We Serve info below)
COST: these services range between $2,200 for limited scope financial plans to $4,400 for more complex, comprehensive plans.
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In person Workshops
Twice yearly, we offer in person; limited place; half and full day Workshops teaching the fundamentals of financial literacy, in which our attendees Learn, Design & begin to execute their own Personal roadmap to financial freedom.
WHO: best suited to Doing it All’s or Want it All’s (see Clients We Serve info below)
COST: workshop tickets are $880 per person or $1,100 for a couple and include lots of yummy fuel (food!) to get you through the day.
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Online Education Programmes
Twice yearly we open the doors to our Whyse Financial Wellness Program, a 4-week, digital course where we teach you all of the fundamentals and tools you will need to plan for your future financial freedom.
WHO: best suited to Doing it All’s or Want it All’s (see Clients We Serve info below)
COST: course admission is $499 with intakes running in June & December each year.
