How we work

Everyone’s journey is different, your starting position and your desired end point is unique. We can help you to articulate the clarity you need to move forward and create the wealthy life you truly want to live. Then by auditing your resources and demonstrating the benefits and mechanisms to create leverage, we can help you realise your financial goals, creating financial security, resilience and finally financial freedom and the wealthy life of your choosing.

Strategic Wealth

Step 1 – The Strategy Session

Starting with an initial Strategy Session – Vicki will help you identify your starting position, your current and potential resources and outline your personalised plan. You will be in a position to decide what help you need by identifying potential knowledge and resource gaps. Some clients implement this plan without further help.

To book a complimentary 30-minute call with Vicki to understand the benefits you will gain from creating your personal financial strategy for a wealthy life choose your time from our calendar.

Step 2 – Education

Education is key to creating a successful and timely Wealthy Life Plan. We can help you fill your knowledge gaps, and share with you a wealth of resources from books, videos, an online course and our Readiness to Retire Wealth audit. We can create a bespoke plan of rapid knowledge absorption along with teaching, personal coaching and bespoke mentoring all at your disposal. Start by checking out our resource page.

Take the readiness to retire wealthy audit
Books
The Wealth Accelerator Program

Step 3 – The Wealth Accelerator Programme

Secure your tomorrow, today with The Wealth Accelerator Programme™, designed to turn your plan into reality, by supporting you end to end. First identify your knowledge and resource gaps, then refine your initial plan into a practical and feasible framework that will guide your progress over the coming months. You will become familiar with the five principles of a wealthy life through our unique online The Readiness to Retire Wealthy Audit and be able to map your starting point and progression.

Ongoing Strategy Sessions and Accountability calls will check your progress against your planned objectives and help you to maintain focus and accelerate your success. Conversations directly with Vicki will enable you to course correct, gain additional knowledge input and the occasional kick up the backside if needed! The support is bespoke, designed to meet your needs ranging from a quick-hit four-hour programme to create your plan to six months of on-going support to help implement your plan.

Take the readiness to retire wealthy audit

Step 4 – Property Smart$ Business Development Programme™

If you know that you want property to become a pivotal asset base in your Wealthy Life Plan, then join our Property SMART$ Business Development Programme™. Work personally with Vicki, and her team to plan and implement the right property strategy for you.

Drawing on Vicki’s unique blend of coaching, mentoring, teaching, business and investment experience, this practical programme will hold you accountable, fill the gaps in your experience, and help you to avoid the classic pitfalls that many investors make.

Depending on your starting position and how much time you have available, we are able to either teach you how to find and buy property yourself, or if you are too busy, we can do that for you through our property sourcing service.

Either version of the programme, done with you or done for you, ensures that you have access to Vicki and her team as needed. Our core team have all been in the industry for over 20+ years each. Their skills ranging from identifying and negotiating cash-flowing property deals, through building expertise, legal and financial professionals and when you are ready accountants, tax advisors, wills and insurance. All the essential components and skills to create and sustain a profitable property investment business.

Leverage

How to work with Vicki

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