Big Picture Strategy

If you're looking to smash it out in a Big Picture Strategy Session, this is for you!

Ideal for those who want to map out a strategy with key areas to focus on tailored for you. We provide you the education, information and motivation to implement.

Whether you need one session or more, we've got you covered!

Strategy Sessions

Choose from the following options

One Session

1 x 90 Minute Strategy Session

2 x Sessions

1 x 90 Minute Strategy Session

1 x 60 min Follow Up Session

3 x Sessions

1 x 90 Minute Strategy Session

2 x 60 Minute Follow Up + Implementation Sessions

Book your preferred session

After checkout you will be sent a link to complete the Strategy Session Questionnaire

DURING THE SESSION/S WE WILL COVER:

Identify the strengths and weaknesses in your current financial life
Level-up your financial intelligence so you can make more informed decisions
Get clear on your financial vision and put in place a strategy to achieve your goals
Ensure your goals and decisions are in line with your values and personality profile
Increase your confidence with money and financial decision-making

Meet your Coaches

With an eye for detail, Annette loves number crunching. With real world experience running businesses and investment portolio's, she brings an invaluable resource of practical knowledge and genuine empathy. She is an Asset to have on your team.

Annette Dickson

Finance Coach

With 20+ yrs in Finance, Mortgage Advisory and Property Strategy, Andrew walks the talk. He cuts through to identify your potential and will work with you to develop your strategy for a compelling financial future!

Andrew Dickson

Finance & Property Strategist

WHO IS THIS FOR?

Must have a basic understanding and working knowledge with money i.e. have a regular income (min $70k p.a.)
Those who are willing to learn and take responsibility for their outcomes and committed to making positive changes
Those who are are a cross-road and want guidance on which path to take to move forward towards a more empowering financial future
Those who are willing to put in the time and effort towards making long-term changes
Those who don't want to rely on a hope and prayer for their financial situation to improve

WHO IS THIS NOT FOR?

Those wanting someone to *fix my urgent financial situation* now
Those who believe they will pay off debt and create wealth overnight because they had a finance strategy session
Those who want Financial, Taxation, Legal Advice or Counselling - it's neither of these things

Trusted by previous clients

"Being in a cash industry, money was literally falling out of my pocket. I had wads of the stuff so didn't really value it.

I thought I had a pretty good plan until I didn't qualify for finance on what I learnt was for a liability, not an asset. After having a finance strategy session I got a completely different perspective. I was basically making it harder for myself by doing things in the wrong order.

Thanks to these guys, I avoided making a huge doozy and got myself into Assets that makes my future look way better."

"Prior to doing the program I wasn’t paying attention to my money habits. I was living week to week and going around in circles. I didn’t have any goals and wasn’t getting ahead financially.

The cashflow mastery program has helped me identify my spending habits and to look at the bigger picture to get my money working for me.

It helped identify what I needed to do to change my habits to help me build wealth for my future. I now have a significant amount to put towards building assets."

"Personally I’ve been able to substantially reduce my tax bill, which in my industry is a big issue for all us guys on site.

I got back $22,000 in a 5 month period! Most of my workmates would be lucky to get $6k in a year – I didn’t want to be one of those guys.

The education has been incredibly valuable. The strategies I learnt I wouldn't have known were possible.

I'm stoked about what I have achieved!"

Book a Strategy Session

After checkout you will be sent a link to complete the Strategy Session Questionnaire

Annette Dickson, Finance Coach

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