To help you achieve a life of financial abundance SHM have a number of fixed fee subscription based packages.
We use Zoom to meet with you so we can work with you wherever you are in Australia or even if you are an expat travelling around the globe.
We offer 4 different subscriptions, depending on your needs.
Click MORE to book a quick call.
Begin
-Wealth Coaching
-Values and Goals session
-Accountability
-Cash flow coaching
-Access to coach as needed
Begin is a good place to start if you have never done anything like this before, or if you just want to dip your toe in the water.
We will coach you how to use your cash to put yourself in a position too be successful.
Launch
-Wealth Coaching
-Values and Goals session
-Strategic advice and implementation
-Portfolio Management
-Administration
-Accountability
-Cash flow coaching
-Annual progress meeting
-Access to coach as needed
Launch is where things get really interesting. This is where we help you put your money to work. We provide you with personal financial advice and coaching to help you achieve your goals
Momentum
-Wealth Coaching
-Values and Goals session
-Strategic advice and implementation
-Portfolio Management
-Administration
-Accountability
-Cash flow coaching
-Annual progress meeting
-Liaise with other professionals (Accountants etc)
-6 Monthly cash flow coach catch ups
-Access to coach as needed
-Networking opportunities
Momentum is what keeps you going. At this level you want a little more contact with us and you will need us to be in contact with the rest of your finance team (Accountant etc)
Explode
-Wealth Coaching
-Values and Goals session
-Strategic advice and implementation
-Portfolio Management
-Administration
-Includes multiple entities (SMSF etc)
-Accountability
-Cash flow coaching
-6 monthly progress meeting
-Liaise with other professionals (Accountants etc)
-Quarterly cash flow coach catch ups
-Access to coach as needed
-Networking opportunities
It's all happening here. It's time to explode. Here we explore multiple entities and have loads of contact with us.