Advice Journey


This is for you if you are looking to take control of your money and are keen to achieve your life goals. You don’t need $1,000’s to invest but it’s probably best if you have a household income of $100,000 – $150,000 p/a.

The advice journey is for those people that are ready to take action. You want to partner with someone that has the expertise to help you make great financial decisions that stand the test of time and set you up for living the life you want to lead. You don’t have time to research all the possibilities and deal with the paperwork, you need a specialist project manager to guide you through the financial wilderness. You are ready for accountability and you are ready to address your financial world.

The advice journey is all about uncovering what you want to achieve, delving into your finances to see where you are at, addressing the appropriate areas of financial advice to ensure you are on track to achieve your goals and providing accountability, ongoing coaching and management to stay on track. Together we will start achieving your goals and creating new ones.

You might jump into this journey after our in depth Check Up session or if you are really keen to get on track you will can here.

The Advice Journey starts at $375 p/m for singles and $500 p/m for couples.

If you are ready to commit to your financial future you can get started by booking a meeting above or Book now for an  if you want to chat about whether this is right for you book a chat here. 

This is our premier package and during this process we will build you a financial model to get a glimpse into your financial future but more importantly a tool to make those big decisions in life. You can put Keryn on speed dial and ask her all your money questions, you will meet twice a year or more depending on what works for you. The Advice Journey is the difference between getting by and achieving great things for yourself.