In the initial months of 2024, our journey together has been anchored in the foundational Pillar One: Wealth Progress. This crucial element of our strategy emphasizes that your financial blueprint is a vibrant tapestry woven from your personal values, aspirations, and the enduring legacy you aim to establish.

Purpose and Values

This forms the foundation of our planning, and we had enlightening conversations as we reconfirmed what's most important in your life—your values and your purpose.

Cash Flow Modeling

As always, it's critical that we construct the logic behind the feelings—that is, your Cash Flow Model. The purpose of this exercise is to achieve two key outcomes: first, to answer the question, 'Are we going to be okay?' and second, to identify opportunities that will allow us to improve your financial position together.

As we delve deeper into the essence of Pillar One, it's vital to highlight its significance as the most pivotal among our four pillars.

The next strategic pillar is TAX Progress. Commencing shortly after the federal budget is released, its purpose is to ensure that you and your family never pay more tax than you legally have to over your lifetime.