Our Services
From planning and investments to debt and retirement, we deliver tailored financial solutions for every stage.
What We Do
Here’s how we’ll work together.
I use a six-step process that helps you understand your business clearly,
remove the blockages and build a simple, sustainable plan for growth.
1.We start with your story
We get everything on the table — how the business started, what you sell and to who, how customers find you now, and where the money really comes from and where it disappears.🟢 You get: Someone who listens, understands your world, and doesn’t judge.
2. We agree on clear, simple goals
Together we define what “success” means for the next 3–12 months by clarifying how much profit you want, how much you want to pay yourself, and how many hours you want to work.🟢 You get: 3–5 plain goals we can both aim at — no vague “let’s just grow.”
3. We find the leaks and blockages
We look at the three areas most small businesses struggle with: money (what’s truly profitable), customers (how they find you and why they buy), and time and team (what you’re doing that you shouldn’t be). 🟢 You get: A short list of the real issues holding your business back.
4. We build a simple action plan
We don’t create a 40-page report. Instead, we build one clean page that clearly shows what we’ll do, who will do it, and by when. We then meet weekly or fortnightly to review what got done, solve one important issue, and set 3–5 actions for the next week.🟢 You get: Accountability and momentum — things actually get done.
5. We track progress on a simple scoreboard
We monitor a few essential numbers such as leads and enquiries, new customers, sales and profit (even rough numbers), and your work hours in vs on the business, so you have clear visibility into real progress.🟢 You get: Clear proof things are improving — not just a “gut feeling.”
6. We protect you, not just the business
We keep an eye on your stress, energy, and family or personal life. If you’re burning out, we simplify, adjust, or fix whatever is causing pressure.🟢 You get: A healthier you — and a business that fits your life.
PLAN INTRO
Choose the Support Level That Fits You
Each coaching plan gives you the right level of support for your goals, the pace
you want to work at and how much guidance you need day-to-day.
Clarity & Momentum
$149
Email Support
Satisfaction Guarantee
Basic Investment Guidance
Guided Implementation
$549
Phone & Email Support
Satisfaction Guarantee
Retirement Planning Insights
Full Support + Strategy
$349
Ongoing Strategy Calls
Free Monthly Reports
Executive Financial Lounge
Jack Miller
Loyal Client
This coaching is a good fit if you’re serious about change, willing to be honest
about what’s holding you back and ready to take small, consistent steps toward
a more profitable, simpler and less stressful business.
Availability
SERVICE SCHEDULE
Mon
Financial Planning Workshop
11:00 am - 11:30 pm
Tue
Retirement Planning Workshop
12:00 am - 11:00 pm
Wed
Tax Optimization Session
8:00 am - 5:00 pm
Thu
Investment Guidance Session
1:00 am - 11:30 pm
Fri
Financial Strategy Workshop
8:00 am - 5:00 pm
Sat
Wealth Manage Consultation
1:00 pm - 3:30 pm
Sun
Debt Management Session
8:00 am - 5:00 pm
Mon
Tax Optimization Session
1:00 pm - 3:30 pm
Tue
Financial Planning Workshop
1:00 pm - 3:30 pm
Wed
Retirement Planning Workshop
2:30 pm - 5:00 pm
Thu
Financial Strategy Workshop
11:00 am - 11:30 pm
Fri
Investment Guidance Session
11:00 am - 11:30 pm
Sat
Debt Management Session
2:30 pm - 5:00 pm
Sun
Wealth Manage Consultation
7:00 pm - 10:00 pm
Is This for You?
This coaching is a good fit if you’re serious about change, willing to be honest about what’s holding you back and ready to take small, consistent steps toward a more profitable, simpler and less stressful business.
there’s more to offer
gift cards & vouchers
We provide a variety of personalized gift cards and discount vouchers to make your financial services experience even more rewarding. Whether you're gifting financial guidance to a loved one or providing value to a loyal client, our gift cards offer a thoughtful and meaningful way to empower others on their financial journey.
Discount Vouchers
Save on consulting services with our discount vouchers. They offer great savings on select financial packages, ensuring clients get expert advice without breaking the bank.
VIP Vouchers
Unlock exclusive benefits with our VIP vouchers. Enjoy priority access to premium financial services, personalized consultations, and tailored strategies to help you reach your goals faster.
24/7 Support
We provide continuous support for all your financial needs. Our dedicated team is always ready to assist, ensuring prompt and effective guidance whenever you need it.
Driven by expertise and personalized service, we’re here to guide you towards financial success every step of the way.
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