DIY
BOOTCAMPS
COACHING

RETIREMENT BOOTCAMPS

10 weekly group training sessions to get you retirement ready ASAP.

Only $990.

Our best value option!

Our next RETIREMENT READY Bootcamp commences Monday 8 April, 2024

RESERVE YOUR PLACE

10 WEEKS – 10 MEMBERS – 10 OUTCOMES!

If you want to get RETIREMENT READY in quick time, then this Bootcamp is for you.

 

WHY

Its simple... we all want to one day retire, and the best way to ensure such is to be ready!

After all, nobody plans to fail, but many of us fail to plan! 

So to ensure you're ready, you’ll spend 10 weeks with Dan and Dave as they instruct and guide you on everything you need to know and do in order to become retirement ready. You will receive high quality independent financial advice and retirement strategies, as well as additional coaching and education. Dan and Dave will teach you tips and tricks, push you through your sticking points and then sit down with you one on one afterwards.

You will leave the Bootcamp with a smart game plan for your money that ensures you're on track to be retirement ready. Following the Bootcamp, you will continue your progress to retirement as a Naked Wealth member, knowing what steps you need to take and for how long you need to take them.

Our 10X rule will ensure that by completing our Bootcamp you will achieve at least a 1000% return on your investment in us and the Bootcamp. Not only will you be on track for retirement, you will be set up to use your money to live your best life and help the people who matter the most to you.

A large part of our work together will be helping you to slash financial costs, including lowering fees, reducing taxes, saving more money, all enabling you to accelerate towards retirement. This will also result in providing you with clarity and peace of mind as you move forward.

So, this is WHY we do what we do, and WHY you should be motivated to get retirement ready.  

HOW

You will work closely with Dan and Dave over the 10 week Bootcamp, via live small group sessions, email and finish off with a one on one Deep Dive session. Here’s what you can expect:

  • Every Monday (for 10 weeks) a live M45 session will run, presented by Dan and Dave to educate you, then provide you with clear and simple steps to take, followed by some Q+A (this session will be recorded)
  • As you attack the steps we ask of you each week, Dan and Dave will be ready to respond to your questions in a timely manner via email
  • Financial advice recommendations will be offered (along with products where needed), as well as strategies, tactics and examples of such to get you progressing and taking action
    You will have full access to our online Wages to Wealth program to further deepen your learning, and review many of the steps and actions we will cover off on (including case studies)
  • You will receive our Money Plan to be turned into your very own retirement ready game plan, where you list your financial situation, retirement number, what financial strategies you're using, your objectives and much more
  • At or near the completion of the 10 weeks, we will schedule a “deep dive” session for you to discuss and review your situation one on one with Dan or Dave. This will ensure you’re on the right track with the right game plan
  • By virtue of completing our Bootcamp you’ll receive lifetime membership to Naked Wealth’s financial gym, where you’ll have ongoing access to Dan and Dave, along with the advice, strategy, tools and resources to ensure you achieve your desired retirement 

WHAT

This is all about you getting on track for retirement. Our laser focus therefore is to have every member leave the Bootcamp having with clarity and a game plan to achieve their desired retirement goals. Members can expect 10 outcomes:

  1. Establish your financial position
  2. Draft your retirement number (what, when, and how)
  3. Design a spending plan to ensure you can achieve your retirement number
  4. Create a game plan using smart strategies based on your situation and objectives
  5. Set up your Rainy Day fund so unexpected surprises don't derail your plans
  6. Invest like the best (for your kids too!)
  7. Be smart with your debt and get clear on how to pay it off for retirement
  8. Supercharge your super, and maximise tax effective contributions
  9. Increase your savings rate so you have the choice to retire sooner
  10. Protect your family, your income and your home

We can assure you that by completing the Retirement Ready Bootcamp you will walk away with not only much more clarity and understanding about your retirement plans, you will have a clear and  realistic game plan so your plans become a reality. The icing on the cake is that you will slash fees and costs, significantly reduce your future tax bill, meaning more money for living life!

Your investment: $990 – 1st payment of $90 is to reserve your bench and dumbbells in the financial gym, followed by 3 monthly $300 payments during the 10 week Bootcamp

FAQs

Is it likely I can achieve all 10 outcomes during the 10 weeks?
It will depend on your situation. From experience, most of the 10 outcomes are easily actionable in a short period of time (hours, days, a few weeks), however life insurance can be one area of your retirement planning that can take time depending on your situation and the cover you might wish to obtain. Because of such, we will often tackle the protection piece earlier on in the Retirement Bootcamp so you have our support whilst chipping away at it.

How much time do I need to complete the Bootcamp?
You will need 45 minutes each week for the live session (or to watch the recording), then approximately another 45 minutes to work through our Action steps, and often then follow up time to do paperwork. So all up we would estimate around 3 hours on average each week for the 10 weeks.

Do you collect, use, or retain my personal information?
No, we don’t. All we need from you is a name (can be first name only) and an email address so we can share learnings and guidance with you. All your personal and financial details can be added to your Money Plan (that we offer) and that is a private document for your eyes only. The only time we would ever view your information would be on a coaching call or consult if you were to share your screen with us.

Do I need to be good with tech or numbers?
Not at all! The Money Plan you will build is a smart PDF which simply needs you to add your numbers and data, and there is little to no maths needed.

Do you offer a money back guarantee?
Yes we do. As mentioned elsewhere on the website, we offer a full money back guarantee. Better yet, we offer a 1000% return or your money back..   

Is there ongoing support and guidance after the completion of the Bootcamp?
Yes, you’ll have lifetime membership to the Naked Wealth financial gym. This will include access to up to date guidance and instructions from Dan and Dave to ensure you stay on track for retirement and adjust your Money Plan if and when needed. As a member, you are also able to pay for one on one consults and coaching with Dan and Dave whenever the need arises.

CONTACT US

INDEPENDENT FINANCIAL ADVICE & EDUCATION PTY LTD trading as Naked Wealth AFSL 520963.

Any advice provided by Naked Wealth is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances. Before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement.