Mindset & Money Accelerator

For when you want to really focus and get stuck into the If you would like a more personalised experience, where you work one-on-one with Alpha, then here is where you can find out more.

You don't have to figure out your money journey on your own!

Book in for a FREE Clarity Chat

How does the Lifestyle & Wealth Private Coaching Program work?

 

Private coaching is highly personalised and while I structure the sessions in the Lifestyle & Wealth Private Coaching Program around the 5 Money Pillars process that I created, they are targeted to what you most need right now.

Outcomes you can expect from working with me one-on-one include:

  • Clarity on your Core Values - what they are and how you use them.
  • Understanding of what you most need to focus on, in terms of your finances - whether that be making more money, or streamlining your spending, or optimising your superannuation, or learning investing basics.
  • Understanding of how you think and make decisions, based on the HBDI Thinking Preferences Profile.  As a Certified Practitioner, I will take you through your profile which provides insights into not only how you process information, but also how you are impacted by stress.
  • Clear action steps to take to make the most impact as quickly as possible.
  • Checklist and guidance on how to create an Estate Plan to safeguard your money.

This coaching program is focused entirely on YOU and your needs.  In the coaching sessions, Alpha will guide you through the process in an empathetic way. 

All questions are encouraged.  The best way to learn and grow is to be curious - nothing is off limits!

There are four (4) initial sessions included in the Lifestyle & Wealth Private Coaching Program, and here is an outline of what they entail (keep in mind that these will be tailored to your needs):

  1. Session 1 - Your Values and Money Journey So Far (including HBDI Profile Debrief)
  2. Session 2 - Where to Find More Money
  3. Session 3 - Optimising Your Saving and Investing
  4. Session 4 - Estate Planning & Step by Step Money Action Plan.

As part of these sessions you will receive calculators, templates and checklists to help support you - all of which I will guide you through how to use!

If you would like to have a chat with Alpha to see if this is right for you, schedule in a call by emailing [email protected]

 

What is included:

  • 7 hours of Alpha's undivided attention
  • Food and drinks throughout the day
  • You are welcome to bring up to 5 key team members
  •  

Half Day Investment

$1,750

(includes GST)

  • 1 hour preparation session
  • 3 hours one-on-one
  • Can bring along up to 5 team members
  • Preparation time
  • Mindset Strategies
  • Wealth Building Tools
  • Templates, calculators, etc.
  • Clear Action Plan
  • Follow up session.
YES PLEASE!

Full Day Investment

$2,975

(includes GST)

  • 1 hour preparation session
  • 6 hours one-on-one
  • 1 hour semi-working lunch
  • Can bring along up to 5 team members
  • Preparation time
  • Mindset Strategies
  • Wealth Building Tools
  • Personal + Business Finances streamlining
  • Templates, calculators, etc.
  • Clear Action Plan
  • Follow up session.
YES PLEASE!