Samantha Harvey from Aussie has partnered with the team at Purpose Advisory to provide you with a complimentary Wealth Review.
A Wealth Review is your opportunity to take stock of your current financial situation, and measure how well you're tracking to your personal and financial goals.
You'll bring all of your finances together into one simple view, identify risks you've not addressed, consider new wealth creation opportunities, and refine your money management systems to decrease stress and improve the quality of your money conversations.
Ask our qualified financial adviser about any of the following:
Book a time
Complete your prework:
Come armed with your pressing questions
We coach you to boost your income over time whilst redesigning your work to fit your lifestyle, strengths and passions.
We teach you the tricks for building a budget that works for you and which helps you work towards your ideal lifestyle.
We help you codify your investment philosophy and build a strategy for investing your savings into shares, property, business and heaps of other alternatives, including ethical investment options.
We up-skill you on what you need to know about super and help you set your super up right for the long haul.
We help you pay down and get rid of your personal debts, whilst you master the art of using debt to build long term wealth in the right kind of investments.
We help you set up the right kind of life insurances and income protection you need for now and into the future, as well as building a comprehensive life risk plan.
Hey, Tristan Scifo here - I’m a husband, a proud dad, a strategist, coach & director/founder at Purpose Advisory.
I’m passionate helping people to make great decisions, take charge of their lives, have more joy & contribute more to the world around them.
I became a financial adviser in 2013 after a premature career in corporate leadership training. I'd always been an excel nerd, but growing up I'd never learned the basic skills of financial success. And yet, there I was at age 24 providing advice on multi-million-dollar portfolios. Realising I lacked these skills for myself compelled me to begin from scratch, to learn the principles of financial success, business success, life contentment and maximal contribution.
In doing so, I’ve sought influence from the most successful mentors I can find, 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've also built a dream team of personal, financial & business coaches & advisers around me who I lean on for major decisions, challenges & the unique opportunities I face.
I founded Purpose Advisory in 2018 to help clients progress along this same path, to learn the skills & principles of success in the realms of money, business & life.
My clients benefit from my expertise as a coach, educator, facilitator, and financial adviser, along with the experienced team of professionals we build around their life, and the various sources of mentoring & support we help them connect with.
You can find out more about my experience & background on LinkedIn.