WHAT IT MEANS TO BE A WE MEMBER

If you’re a Gen Y who pushes boundaries and chases down your dream life, values professional advice, challenging coaching and surrounding yourself with positive, successful people… then you’ll love our tribe. WE are a community of Tall Poppies, achieving big and saying ‘screw you’ to the haters.

  • Get around incredible high-achieving Gen Y, because we all know that success breeds success.
  • Attend regular coaching sessions to keep you aligned with your values and life purpose, and accountable to your goals.
  • Receive ongoing financial advice based around our proven #getrichslow methodology in order to build the wealth you need for your life goals.
  • Let us handle the delivery of all this for you, we’ll take on the financial administration, because let’s face it, you’ve got better things to do.
ACTIVATE
$2,299
$3,399
ONETIME PAYMENT
$299
$399
P/MONTH
ACHIEVE
$2,299
$3,399
ONETIME PAYMENT
ONGOING
$559
$799
P/MONTH
ADVANCE
$2,299
$3,399
ONETIME PAYMENT
ONGOING
$959
$1,299
P/MONTH
ACTIVATE
$2,299 INDIVIDUALS
$3,399 COUPLES
(ONETIME PAYMENT)
ENGAGEMENT PROCESS
  • Goals & Values Session
  • Financial Plan Prepared
ANNUAL MEMBERSHIP
$299 INDIVIDUALS
$399 COUPLES
(PER MONTH)
  • Administrative Assistance
  • Continual Porfolio Management
  • Implementation of Advice
  • Annual Financial Plan Review
  • 3 x Annual Coaching Sessions
  • Basic Cash flow Tracking using MoneySoft
  • Access to our Community
  • Liaise with Other Professionals
  • Multi-Entity (Trust, SMSF, Company)
ACHIEVE
$2,299 INDIVIDUALS
$3,399 COUPLES
(ONETIME PAYMENT)
ENGAGEMENT PROCESS
  • Goals & Values Session
  • Financial Plan Prepared
ANNUAL MEMBERSHIP
$599 INDIVIDUALS
$799 COUPLES
(PER MONTH)
  • Administrative Assistance
  • Continual Porfolio Management
  • Annual Plan Review (on going)
  • Implementation of Advice
  • 3 x Annual Coaching Sessions
  • Basic Cash flow Tracking using MoneySoft
  • Access to our Community
  • Liaise with Other Professionals
  • Multi-Entity (Trust, SMSF, Company)
ADVANCE
$2,299 INDIVIDUALS
$3,399 COUPLES
(ONETIME PAYMENT)
ENGAGEMENT PROCESS
  • Goals & Values Session
  • Financial Plan Prepared
ANNUAL MEMBERSHIP
$959 INDIVIDUALS
$1,299 COUPLES
(PER MONTH)
  • Administrative Assistance
  • Continual Porfolio Management
  • Annual Plan Review (on going)
  • Implementation of Advice
  • 3 x Annual Coaching Sessions
  • Basic Cash flow Tracking using MoneySoft
  • Access to our Community
  • Liaise with Other Professionals
  • Multi-Entity (Trust, SMSF, Company)