EN

Translate:

Book an intro call with one of our experts.

Purpose Advisory
Purpose Advisory
  • Home
  • Services
    • Overview
    • Events
    • Personality Typing
    • Results Coaching
    • Life & Wealth Coaching
    • Financial Advice
    • Ongoing Services
  • FAQ
  • Blog
  • Media
  • Contact
  • More
    • Home
    • Services
      • Overview
      • Events
      • Personality Typing
      • Results Coaching
      • Life & Wealth Coaching
      • Financial Advice
      • Ongoing Services
    • FAQ
    • Blog
    • Media
    • Contact

EN

  • Home
  • Services
  • FAQ
  • Blog
  • Media
  • Contact

What is Life & Wealth Coaching?

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:


  • Life Vision & Goals Planning
  • Cashflow & Budgeting
  • Preparing for Children
  • Education planning
  • Buying a Home
  • Investment Philosophy
  • Early Retirement (FIRE) Planning
  • Investment Property
  • Shares & Investment Portfolios
  • Understanding Super
  • Financial Risk Management
  • Starting & Growing a Business
  • Property Development
  • Trading Strategies

 

IMPORTANT: "Coaching" is not "Advice"

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.

Your Coaches

Tristan Scifo & Harry Goldberg

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.


You can find out more about Tristan's & Harry's experience and background on LinkedIn. 

Which Service option is Best for You?

Select from any of our 1:1 coaching packages:

Or choose your own adventure using our full PA Menu of services:

We help you decide which of our services will be best for you:

Book an intro call now

Explore our Other Services...

Practical Education

Life & Wealth Coaching

Practical Education

'Anytime' DIY online courses.

Empowering education and practical guides help you take action and grow.

Results Coaching

Life & Wealth Coaching

Practical Education

'Free-form' regular coaching sessions.

Focussed on personal development and empowerment. 

Life & Wealth Coaching

Life & Wealth Coaching

Life & Wealth Coaching

'Curated' learning journeys.

Designed to move your forward & build wealth.

Group Coaching

Financial Advice

Life & Wealth Coaching

Learn and grow in community.

Access all our best resources and learn with others.

Financial Advice

Financial Advice

Financial Advice

Financial strategy & product advice.

Let our experts tell you what specific action to take. 

PA Menu

Financial Advice

Financial Advice

'Choose-your-own'.

Tailor our services to your specific needs.

Book an Intro Call with one of our experts

Purpose Advisory and it's representatives are licensed to provide financial advice by Cobalt Advisers Pty Ltd (AFSL 512550)

Copyright © 2021 Purpose Advisory

  • Events
  • Personality Typing
  • Results Coaching
  • Life & Wealth Coaching
  • Financial Advice
  • FAQ
  • Blog
  • Media
  • Contact
  • Privacy Policy