Every member has access to our editable Money Plan. The Wages to Wealth program steps members through how to enter their financial details, spending and savings habits, as well as setting various short, medium and long-term financial goals, as well as how to get on track and then stay on track. The Money Plan is built around the concept of building a financial house. This is done from the ground up to ensure you have solid financial foundations on which to build your financial house in a way that allows you to live the life you want to live, knowing you have a well designed, solid structure to address your financial needs now and in the future.

The use of the Wages to Wealth fitness program in conjunction with the Money Plan will ensure you take control of your financial affairs, start making better financial decisions and feel a great sense of satisfaction and security knowing you’ve got your financial world sorted.

For those members who have completed the Wages to Wealth modules, they will receive a monthly email from February to  November each year with instructions on how to review one area of their money plan each month (we give members a break over Summer!).
Group coaching and education with Q+A
Dan and Dave run monthly live group coaching and education sessions that all members are eligible to join. The sessions are varied and will cover all areas of financial management, often connecting back to the Wages to Wealth program, as well as focusing on timely issues or opportunities that have arisen and may impact members. Our panel experts are often brought in on these group coaching calls to share their knowledge in areas such as tax and estate planning. All sessions allow time for Q+A, with members able to ask questions live or send in their questions prior to the session. If you wish to join the calls but stay anonymous, you can most certainly do exactly that! 

Dan and Dave have hand-picked a small group of quality independent financial advisers who they personally know to be competent and act with integrity (as well as links to the Associations where these and other advisers can be found). If a member ever has a need, these advisers can be engaged directly where they offer members personal financial advice, allowing Dan and Dave to run the financial gym, its program, education and the monthly coaching calls.

We have also selected other financial and legal specialists to assist members where needed, to progress their financial journeys. There are professionals who we know and trust and include mortgage brokers (including fee for service) estate planning lawyers and tax agents, all ready willing and able to support you on your financial journey (when needed).