THE WEALTHWISE METHOD™
Learn it. Build it. Own it.
Learn how everyday Australians are building smarter investment strategies and securing their super—on their own terms.
Why the WealthWise Method™ Underpins Everything I Teach.
Whether you’re approaching retirement, managing a growing Super balance, or simply feeling uncertain about where your financial future is heading — I want you to know something important:
You don’t need to be a finance expert to take control of your money.
But you do need to understand the rules of the game. And that’s exactly what I teach.
Over the past 30 years, I’ve worked with thousands of Australians just like you — smart, hardworking people who’ve done all the “right” things, only to be let down by underperforming Super funds, confusing advice, and a lack of real education about how to invest well.
That’s why I created the WealthWise Method™.
This methodology is the foundation of everything I coach inside the WealthWise Program. It’s not about selling you products or managing your money for you. It’s about giving you the skills, strategies, and confidence to manage it yourself — and do it better.
The WealthWise Method
ABOUT
The WealthWise Method (TM) underpins everything we do at The Financial Coach — it is practical education in how to think, research, and act like an investor.
Instead of handing you a pre-made plan, we teach you how to create one for yourself — grounded in research, tailored to your goals and designed for long-term growth.
With the right knowledge and tools, you're no longer dependent on others. You become your own best financial strategist.
THE 3 PILLARS
EXPLAINED
#1 INVESTMENT RESEARCH
Learn how to analyse and identify high-performing growth opportunities.
We teach you:
How to uncover viable strong investments using proven, data-backed research methods. You’ll understand what makes an investment viable, how to evaluate risks and trends, and how to filter through noise to make informed decisions. No guesswork. No blind trust in third parties. You will learn how to find the “Diamonds-in-the-Rough”
This is where you build your edge — learning how successful investors spot value and act with clarity.
#2 STRATEGY ROADMAP
Learn how to design a clear, personal investment plan that works for you.
We teach you:
Rather than handing you a generic plan, we coach you through the process of creating your own strategy. You’ll learn how to align your goals, time horizons, and risk tolerance to a roadmap that actually fits your life — and how to adapt that investment strategy as you grow.
This step brings structure and direction to your investing, so every move has purpose.
#3 PORTFOLIO DESIGN
Apply what you’ve learned to build, construct and manage your own portfolio.
We teach you:
Here’s where you put the pieces together. With financial education as your foundation, we coach you through constructing and managing a balanced, performance-oriented portfolio. You’ll learn how to diversify smartly, manage, review performance, protect your assets and make adjustments over time.
This step gives you the skills and confidence to manage your own retirement wealth — not just for today, but long into the future.
CURIOUS IF THIS WILL
BENEFIT YOU?
Apply to talk to us!
On our call we will talk about:
where you’re at with your Super,
what’s not working, and
what you can do to take back control.
No pressure, no sales script — just a straight-up conversation to see if our coaching is the right fit for you.
we’ll give you clarity on your next steps and show you what’s possible when you have the right knowledge, tools, and strategy behind you.
(C) 2025 THE FINANCIAL COACH | TERMS | PRIVACY POLICY
