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What is 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 expect an adviser will sell them a commission-based product they don't need.
The truth is, our onerously regulated "financial advice" industry has focussed too hard on choosing the right super fund and on getting an income protection policy, and it's missed the most important bits:
- 🧭 your unique set of values and personal goals
- 🏡the importance of property in the Australian financial landscape
- 🛣️ 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 and be part of the process
Strategic Wealth Coaching is our answer to the limitations of the financial advice market.
We've designed a range of education-oriented coaching sessions & packages that put you in the driver's seat. We help you 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
- Future Kids Education Planning
- Buying a Home / Investment Property
- Identifying Your Investment Philosophy
- Financial Independence (FIRE) Planning
- Shares & Investment Portfolios
- Understanding & Managing Your Super
- Insurance & Managing Risk
- 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 Strategic Coach
Tristan Scifo
Tristan is director of Purpose Advisory and is our lead Strategic Financial Coache.
Being a qualified Financial Adviser, Tristan is adept at providing tailored recommendations, but most prefers helping his clients make their own decisions about their life & money.
Tristan has has guided hundreds of clients through an entire suite of online trainings, coaching programs and practical tools which he and our team have designed and customised ourselves, always seeking better ways to get our clients results.
You can find out more about Tristan's experience and background on LinkedIn.
Sabena Samuel
Hey, Sabena Samuel here - I’m a wife, a thinker, a coach & Lead Adviser at Purpose Advisory.
I’m passionate about helping my clients live their unique best life. I firmly believe we should all know our “WHY” and enjoy facilitating that process so you can have clarity on what’s important.
I have been in this industry for the last 17 years and have seen many reforms take place. Navigating legislative changes and economic cycles has become a part of my life. I enjoy these discussions and like empowering my clients.
Drawing upon my experience as a coach, and financial adviser, my clients gain significant advantages and value the engagement and relationship.
I joined Purpose Advisory to be a trusted adviser to our clients and help them make the right decisions. Through a synergy in beliefs and values, and an exceptional team skilled in client management, I am confident that you will feel supported.
You can find out more about my experience and background on LinkedIn.
Let us help you decide which of our services will be best for you:
Our Full PA Service Grid
Deeper dive into our Personalised Strategic Wealth Coaching packages:
