We build a clear, owner‑led personal wealth plan outside your business and help you run it by being proactive and understanding your numbers and end goal.

Basic financial info, your goals, and 30–90 minutes for the diagnostic. After that, 30 minutes a month.

Your accountant looks backward for tax. We build a forward-looking personal wealth plan and coordinate the accountant to execute it.

Yes. We design the plan and coordinate with them so execution’s tight.

Established owners with a team. If you’re profitable and managing people, you’ll fit.

Pricing’s straightforward after the diagnostic. Most owners recover the fee through tax efficiencies, leak fixes and disciplined extraction.

Quick wins in 30 days; meaningful compounding over 6–12 months.

We optimize salary/dividends/distributions, timing, and structures. Always within the rules.

We update the plan and re-cut the rules. It’s a living system. Life always throws curve balls.

We set allocations and rules to suit your personal goals and cashflow. As pre recommendations we are product Agnostic and will recommend investments based on the desired outcomes.

That’s normal. We’ll help you understand your Data and suggest speaking with your Bookkeeper to tidy things up so decisions aren’t guesses.

Fixed fee for the plan, then a simple ongoing support option. The investment can be split between personal, super and business.

Your plan includes buffers and guardrails. We adjust extraction automatically so you don’t stress payroll.

Both. We set clear extraction rules, structures and timing so more money lands with you, tax-smart and protected. We look at your overall financial situation not just your average tax rate.

No. We design profit extraction and investment rules so you grow wealth now, not just at exit.