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Purpose Advisory
Purpose Advisory
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    • Home
    • About
      • Our Team
      • Pricing
    • Career
      • Mindset
      • Career
      • Relationships
      • Personality Typing
    • Wealth
      • Wealth Coaching
      • Financial Advice
      • Ongoing Services
    • Business
      • ProAccelerator
      • AI Automation
    • Free
      • Events
      • DIY Courses
      • Blog
      • Media
      • FAQ
    • Contact

EN

  • Home
  • About
    • Our Team
    • Pricing
  • Career
    • Mindset
    • Career
    • Relationships
    • Personality Typing
  • Wealth
    • Wealth Coaching
    • Financial Advice
    • Ongoing Services
  • Business
    • ProAccelerator
    • AI Automation
  • Free
    • Events
    • DIY Courses
    • Blog
    • Media
    • FAQ
  • Contact

Getting Started with Us

How do I find out if PA is right for me?

Our free 30min Intro Call is the best way to see if we'll be a match. Prepare your grilling questions for us and come expecting to learn something, and get clearer on what's next for you. During our call, we'll help you to identify the best next step - whether that's our powerful discovery process, a one-off service, our DIY resources, or a referral we can put you in touch with.

Book an Intro Call

Is the "Discovery Process" right for me?

Our Discovery Process has delivered amazing outcomes for every client we've taken through it. But we sometimes recommend completing certain tasks, or engaging in case-specific coaching before moving to the Discovery Process, especially when you have an all-consuming, burning problem in your life. We'll help you decide if our Discovery Process is right for you at our free 30min Intro Call.

What's the difference between Coaching & Advice?

Coaching is about 'empowering' you to make your own decisions; advice is about 'telling' you specifically what to do. We're great believers in empowerment through coaching & education as we've found it produces the best long-lasting results. However, from time to time you'll find a stronger need for specific financial advice, like when you're low on time, energy and bandwidth, or when we're discussing a topic that leaves you feeling out of your depth. 


No matter how we support you, as a coach, as an adviser or as both, we ensure we gain your informed consent before we do anything for you or help you take any action. It's vital that you know what you're doing and why you're doing it whenever you're making important life decisions, and we're your trusted guide each step of the way.

How much will it cost to work with Purpose Advisory?

We offer a range of services and ensure we have a solution for all levels of affordability:


  • DIY: We provide various live live events and practical online courses free of charge.
  • One-Off Coaching: Our coaching services start from $110pm and range through to $3,600 for our most holistic life & financial planning 6 month coaching program, or up to $4,800 for our business coaching and executive peak performance coaching services
  • One-off Advice: Our one-off advice services start at $1,000 and range up to $5,500, depending on the complexity and breadth of the financial advice you require
  • Ongoing Services: Our ongoing service agreements begin at $110pm and  range up to $5,500 pa for our most comprehensive ongoing support


For more details about our pricing, download our "PA Services Guide".

Can I pay for your services from my super?

You might be able to pay a portion or the entirety of your financial advice or ongoing services fees to us out of your superannuation balance.


There are strict rules which govern whether this is possible to pay financial advice fees from super, and also about how much might be allowed for any particular service. This will depend largely on how much of our advice relates to planning for your retirement. This is referred to as the “Sole Purpose Test”. It's important to note that some super funds don’t allow payments to be made from you super balance to cover the cost of advice fees even if it the law says it's possible. We can’t guarantee whether this will be possible until we get to know more about your situation and we determine what you would like us to do for you.

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About Our Advice

What investments can you advise on?

We're open to discuss any financial opportunity you come across, and we'll help you assess it on it's merits. Additionally, we're licensed to provide formal recommendations on most structured investment products. The common investments our clients are interested in include robo-advice products, direct shares, ETFs, managed funds, bonds, peer-to-peer lending, term deposits, cash, business opportunities and of course, property.


Any financial recommendations we give are approved by our licensee, Apex Macro Financial Group. Apex Macro Financial Group keeps an "Approved Product Listing" (APL) of financial products which we can be confident to recommend at any time. If we provide advice on a product outside of this list, we are responsible for carrying our appropriate due diligence to Apex Macro Financial Group's satisfaction.

Will you tell me exactly what to invest in?

Yes, we can. Some of our clients want us to tell them exactly where and how to invest their money. Others use us more as a sounding board for their decisions. Either way, we don't take commissions from any specific recommendations or referrals we make.


Our financial recommendations will be outlined for you in a detailed Statement of Advice (SOA) document. If and when you agree to our recommendations, we'll assist you to implement and changes required, both initially and ongoing, if desired.

Do you help with Superannuation & Personal Insurance?

Yes. Along with your personal and short term goals, we guide you to consider and plan for your long term wealth creation (super) and personal insurances (risk management). Any recommendations we provide relating to your super or insurances will form part of our Statement of Advice (SOA) document we provide to you.

Where do you get your investment research from?

Our financial product research is based on our own personal investment experience, the advice & experience of investing experts who we follow and the investment product recommendations of various Australian research houses, including Morningstar and Lonsec. Anything investment which Lonsec classes as “Recommended” or better is immediately included in our Approved Product List (APL). For products not on this list, we draw from a range of other sources, including Morningstar, ASIC, APRA and our various professional partners.

What is Purpose Advisory's investment philosophy?

We lean a well-devised set of principles which underpin all of our investment advice. We believe the following: 

  • Purpose - The primary purpose of investing is to create value in the world
  • Education - Everyone is responsible for being adequately educated about what they invest in
  • Planning - Everyone should have their own personalised investment strategy before they begin investing
  • Values - Our investments should serve our values, our mission and our ideal lifestyle, not the other way around 
  • Ethical Investing - Everyone has an ethical view and should aim to express this through their investments
  • Good Assets - The key to successful investing is to collect and manage “good assets”. These are things which produce a positive income for you, which grow over time and provide value for the world
  • Good Debt - Although debt can be dangerous, it's possible to use debt in a healthy and responsible way for creating wealth, especially if you use this debt to purchase or fund good assets
  • Risk - All investments involve risk. Managing risk requires maximising the probability of achieving your desired outcome and planning for contingencies in the event this is not achieved
  • Savings - A regular savings plan is the life blood of any investment strategy
  • Emergency Funds - No one should seriously consider investing before they've created an adequate emergency fund to provide for worst-case scenarios. 
  • Property - Owning direct property is a cornerstone, but not the only important foundation for long term wealth creation
  • "Outsourced" Investments - As soon as you have enough money in your emergency fund you should be contributing to an outsourced investments which is easy to manage, well-diversified and incurs minimal fees
  • "Hands-On" Investments - Everyone should work towards creating one or more investments which they actively manage, using their strengths, relationships and passions to create wealth (e.g. building a business, share portfolio or a property development) 
  • Dollar Cost Averaging - The most simple way to begin investing is to select great long term assets and make a series of regular purchases at regular intervals to spread the risk of when to buy in, and to create a discipline of regular investing.
  • Index funds - Index funds are a simple, low cost and reasonably consistent long term investment solution, and a great place to start when investing
  • Active funds - It is possible for certain active fund managers to outperform the index over the long term, however it can be challenging to select these funds 
  • Business - Building a successful business that addresses an important societal need is often the most rewarding way to build wealth
  • Trading - Trading markets is a viable way for a select few number of people to make money. However it's useful for every investor to learn the fundamentals of analysing an asset, and of technical chart analysis to improve their overall investment performance.

Are you ready to live the fulfilled life?

Purpose Experience

Working with us Long Term

How do PA's "Ongoing Services" work?

Our team are skilled financial advisers, coaches & educators. We love to partner with our clients for the long term to help them live their most fulfilled lives. We do this by providing an ongoing relationship to guide and supporting you to make better and better decisions as you work towards your goals.


See more information on our ongoing services here.

What is a Life & Wealth Review Meeting?

The core and possibly the most useful aspect of our ongoing service is our regular check-ins and our 2hr annual Life & Wealth Review meeting. Similar to our Discovery Meetings, we help you complete a 360° audit of your life satisfaction & wellbeing, review your financial position for opportunities and risks, and track your progress against your vision and goals. By the end of your Life & Wealth Review you’ll feel freshly confident about where you stand, where you’re headed and specifically what action to focus on.

What Sets Purpose Advisory Apart

If we're honest with ourselves, it's hard to know what we really want in life and it's even harder to know what we actually need to do to live our best life.


The majority of people who reach out to us:

  • 📈 want help to grow their wealth 
  • 🎓 wish they were better educated on money and investing  
  • 💪 want to accomplish personal goals they've not achieved just yet
  • 😉 want to feel more confident about the big life decisions they're making 


Sound familiar?


Here are some things that set us apart from other professionals:

We're not your typical Financial Adviser

Whether you've worked with a financial adviser or not, and whether it was a good experience or not, we believe you'll find us refreshingly unique. How?


  • We combine quality financial advice with pragmatic personal coaching
  • We modulise our services so you can get the specific help you need and tailor your learning experience
  • We focus on education and empowerment so YOU stay in charge
  • We offer convenient, engaging and interactive online sessions via Zoom
  • We don't sell anything. Our support and our advice is the value we offer
  • We won't take kick-backs or insurance commissions from anyone, so you can be confident we're working entirely for you, every time
  • We're flexible to accommodate your lifestyle, personality quirks and values
  • We're accessible to Australian's anywhere, of all ages and stages of life
  • We're more affordable than you'd think & always evolving the value we offer


We've intentionally built Purpose Advisory to be a service which anyone would want or use and benefit from, from fresh graduates right through to seasoned professionals!

We're Results-focussed, not Service-focussed

Our discovery process is about identifying your goals and objectives, so that we can tailor our services around you. You get to build your own personalised service package to suit your needs, choosing from our wide range of "one-off" and "ongoing" services to accommodate each of the unique life situations you might find yourself in.

We Help You Feel Great

One of the most common things we hear back from our clients is that we've helped them feel more confident and more excited about their life and finances. We believe that clarity breeds confidence and confidence fuels great results, so we focus on delivering the information you need to make great, well-thought through and confident life and financial decisions.


Interested to see how we can help you?


Purpose Advisory ABN (74 623 527 131) and it's representatives are authorised through Apex Macro Financial Group Pty. Ltd.  ABN (33 617 164 413), an Australian Financial Services Licensee (498715).

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