Hey, Tristan Scifo here - I’m a husband still learning to love, a proud dad, a business coach, financial adviser and director at Purpose Advisory.
My chips are all-in on empowering people to take charge of their life, their finances & business, to experience more joy, and to contribute positively to the world around them.
I grew up naively
Hey, Tristan Scifo here - I’m a husband still learning to love, a proud dad, a business coach, financial adviser and director at Purpose Advisory.
My chips are all-in on empowering people to take charge of their life, their finances & business, to experience more joy, and to contribute positively to the world around them.
I grew up naively altruistic with an unshakable tenacity. I was never taught the skills of financial or business success, but there I was at age 24 providing financial advice on million-dollar portfolios, whilst my wife and I were still paying off credit card debt and struggling to agree on a budget. It was a wake-up call: I lacked the basic skills which I intended to help others with. This realisation compelled me to study and apply for myself the principles of personal, financial and business success.
I’ve sought out relationships with local mentors who’ve become advisers, partners and guides, and I’ve sought influence from the most successful global role models in all areas of life, including Tony Robbins, Charles Koch, Alex Hormozi, Naval Ravikant, Ray Dalio, Warren Buffet, Steven R. Covey, Carl Jung, Victor Frankl, Harville Hendrix, John Gottman, Mahatma Gandhi, Jesus Christ and others.
I founded Purpose Advisory at age 30, the year we had our first daughter. This business has been the vocational expression of my life purpose, and has grown from a simple concept of combining financial advice with life coaching, to a robust team of holistic experts supporting all areas of personal wellbeing, wealth creation and business growth.
I still enjoy working directly with our clients, alongside developing our incredible team. And I’m blessed to have more time than ever before to nurture and guide my own beautiful family. This is what I desire others to experience also.
You can find out more about my experience and background on LinkedIn.
Tristan Scifo
Strategic Coach | Adviser | B.Comm, B. AppFin
tristan@purposeadvisory.com.au
0403 956 469
Roy Kwan is a seasoned business transformation and process improvement leader with over 13 years of experience working with top-tier financial institutions, including QBE, Allianz and NAB (UBank).
He has supported C-level executives and departmental leaders in enhancing operational efficiency, customer experience and revenue growth throug
Roy Kwan is a seasoned business transformation and process improvement leader with over 13 years of experience working with top-tier financial institutions, including QBE, Allianz and NAB (UBank).
He has supported C-level executives and departmental leaders in enhancing operational efficiency, customer experience and revenue growth through a data-driven approach. As a Lean Six Sigma Black Belt, Roy specialises in uncovering process inefficiencies and developing strategic solutions to elevate business performance and profitability. As a Certified Scrum Master and Certified Scrum Product Owner, Roy is adept in agile delivery practices, fostering collaboration and maximising value.
You can find out more about my experience and background on Linkedin
Roy Kwan
Business & Life Coach
0406 806 096
We function like a family. Within our work environment, we fight to maintain caring connections, we strive for win-win collaborations, we over-communicate and we cherish trust and authenticity in our relationships.
We do the little things with the same energy and care as the big things, and no one client or prospect is shown less care than another.
We achieve measurable results for our clients that are relevant and valuable. Our communication style is simple and to the point. No legal jargon. No flattery.
Everything we do is an experiment. We're not afraid to fail. We seek feedback on every client interaction and look for the gold in all criticism we receive. We don’t have all the answers and we’re always growing.
We eat everything we serve and practice what we preach. We take our personal purpose and dreams seriously, plan for them, stay connected to them and live out our mission unselfishly. Our advice comes from personal revelation, not mere regurgitation.
We communicate clearly, honestly and prioritise simplicity and directness. No legal posturing, jargon or flattery.