OUR COACHING PROGRAM

For those who want to work one-on-one.

Only $2,220 per person or $2,750 per couple.

Payable in 10 monthly instalments.

FINANCIAL COACHING

Train one on one with Dan and Dave to get in the best financial shape of your life!

If you want to get financially fit and build an awesome financial house by working with two of the best independent financial advisers in the country, then coaching is for you.

WHY

It’s simple, doing good with money helps you live a better life!

Spend 10 months working one on one with Dan and Dave where they will teach you everything you need to know to get financially fit, and then stay financially fit. You will receive high quality independent financial advice and strategies, coaching and education. Just like a good trainer, Dan and Dave will hold you to account, whilst supporting you every step along your journey.

You will leave with a smart game plan for your money, having completed Naked Wealth’s 10 step Blueprint, making financial success all but assured.

Our 10X Money Back Guarantee will ensure that the coaching you undertake will provide you with financial value in excess of 1000% of your investment in us (that’s 10X). Not only will you be on track to build and maintain much more financial wealth in the future, you will be set up to use your money to live your best life and be better positioned to help the people who matter the most to you.

So, this is WHY we do what we do, and WHY you should be motivated to take action.

HOW

Working closely with Dan and Dave over the 10 months, you can expect the following:

Every month (for 10 months) Dan or Dave will run what we refer to as an M45 session one on one with you. This is 45 minutes working together to educate you, provide you with clear and simple steps to take (and why), with plenty of time to answers questions and queries you have
As you go off and attack the steps we ask of you during each session, Dan and Dave will be ready to help ad support you in a timely manner (via email and phone)
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 – all you will need to do is keep taking small steps
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 to illustrate the value of such strategies)
You will receive our Money Plan to be turned into your very own financial game plan, where it lists your financial situation, spending plan, goals, and much more
As you progress, we will regularly review your Money Plan to ensure you’re on the right track and everything makes smart financial sense
By virtue of completing our financial coaching program 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 stay financially fit. And if you still need one on one help after our coaching program you can book (and pay for) as many single sessions as you need

WHAT

This is all about you getting outcomes! Our laser focus is to have every financial coaching member achieve their version of our Naked Wealth Blueprint, with 10 outcomes:

Establish your financial position
Draft your financial freedom number (what, when, and how)
Design a spending plan to balance life, fun and future wealth building
Create a game plan for your money based on your situation and objectives
Set up your Rainy Day fund for those unexpected surprises
Invest like the best (for your kids too!)
Borrow wisely & pay off your debts quicker
Supercharge your super
Increase your savings rate to accelerate results
Protect your family, your income and your home

We can assure you that by completing the our financial coaching program that you will walk away with much more clarity and understanding about your own financial situation, with a game plan for your money to progress the life you want. And in doing so you will significantly reduce fees and costs connected to your financial house, whilst ensuring your financial future will be secure.

Your investment: $2,200 for singles and $2,750 for couples (couples fees are higher as there is generally more time involved for Dan and Dave as your trainers) – the fees can be paid monthly via our automated direct debit facility

FAQs

Is it likely I can achieve all 10 outcomes during the 10 months?
It will of course depend on your unique situation, but from our experience, most financial coaching members have all outcomes sorted by the end of the program. If we identify early on that a particular area of your financial situation may take more time than other areas, we will likely start to tackle it earlier on so as there’s more time together to keep working on it.

How much time do I need to complete the financial coaching program?
You will need to allocate 45 minutes for the M45 session each month, then approximately another 45 minutes to work through our Action steps, and often then follow up time to do paperwork. On average, we estimate around 3 hours each month for the 10 months. As you take action you’ll have access to the trainers in case you get stuck or need a helping hand.

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. Click HERE to learn more.

Is there ongoing support and guidance after the completion of the financial coaching program?
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 financially fit 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.

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.