Let's face it, financial advice has a pretty lousy track record in Australia. Most young Australians don't think they have enough money to get advice, or just don't know whether advice would be worth it for them.
The truth is, our onerously regulated "financial advice" industry has been way too focussed on choosing the right super fund and on selling you an income protection policy, and it's missed the most important bits:
- your unique set of values and personal goals
- your big life decisions like when and how to change careers, buy a home, have kids, relocate, retire early (FIRE), etc.
- your desire to learn more about investing
- your desire to be involved in the process
Life & Wealth Coaching is our answer to the limitations of the financial advice market.
We've designed a range of coaching & education oriented sessions and packages that put you in the driver's seat. We help you to get clear on who you are and what you want, where you're headed, how you'll get there and then design your personalised plan for building wealth.
Our team are experts at guiding you through all of your life planning and wealth creation decisions, with a focus on teaching you the skills and processes you need to lead your own decisions in future:
As your coach, we don't tell you what to do - we guide you through a well-designed process to help you make great decisions for yourself. We'll help you understand your options, clarify your preferences, and identify pros and cons, but we won't recommend any specific products.
If you ever need specific recommendations on a financial product, we'll be sure to outline the process for obtaining financial advice, and the associated costs.
Tristan & Harry are co-directors of Purpose Advisory and are our Life & Wealth Planning Coaches.
Our entire team is trained and equipped to guide you through the our life & wealth planning processes and Harry & Tristan have designed and developed most of our coaching tools and frameworks. They spend much of their time supporting our clients and training our coaching team.
Both Tristan & Harry have been coaching and educating others for years and became trained & qualified financial advisers in previous businesses.
They have since specialised as strategic life & wealth planning coaches, providing exceptional value to all clients seeking support, education & empowerment in their life & finances.
'Anytime' DIY online courses.
Empowering education and practical guides help you take action and grow.
Tailor our services to your specific needs.