Here’s What Happens After You Book

STEP 1: Free Intro Call (15 minutes)
We’ll ask a few simple questions to understand where you’re at financially, what matters to you, and where you might feel stuck or uncertain. This is your chance to be heard — and for us to see if we’re the right fit.

STEP 2: Free Discovery Meeting (60 minutes)
If it makes sense to continue, we’ll dive deeper into your goals, income, expenses, assets, debts, and opportunities. We’ll unpack your money story, mindset, and future vision so you can see how we work and what it might look like to partner with us.

STEP 3: Personalised Financial Roadmapping Session (90 minutes)
If you’re ready to move forward, you’ll work directly with John Cachia, Australia’s Financial Adviser of the Year, to map out your personalised strategy.

You’ll receive:

• A full audit of your current strategies

• A clear plan for your lifestyle goals and financial priorities

• Expert insights into trade-offs and decisions

• Forecasts using industry-leading modelling tools

• A tailored Partnership Proposal based on your goals and lifestyle

This is where clarity turns into confidence—with the guidance of one of the Australia’s most awarded financial advisers.

STEP 4: Ongoing Advice Partnership
If you love the roadmap, we can partner with you long-term to help implement your strategy, optimise your position, and grow your wealth with confidence.

We’ll talk about where you are, where you want to go, and how to get there.

You’ve worked hard to get to where you are.
Whether you’re building momentum or have already achieved success, you deserve a plan that helps you live and build wealth on your terms. Let’s help you take the next step — with clarity, strategy, and a team behind you.