Your 90 Minute
Personal Strategy Session
Ready to get on track to achieve your goals with more certainty?
Book Your FREE Session Here:
*Minimum qualifying criteria: <51 years old. Income of $100k+ or $120k+ as a couple. Available cash or equity of 150k+. DSR<40.
What’s included in Your Strategy Session?
Review of your Current Position
- Loan structures & Rates
- Current Investments, both Shares & Property
- Personal Insurances
- Family Trusts
- Business Structure & Succession Plan
Clearly Document Your Goals
Sometimes we just need someone else to help us to focus on the same goals.
Understand ALL options available to achieve Your Goals
We will clearly point out:
- Areas of inefficiency
- Where we can add value
- Tips to improve your investments
Our Bulletproof Money-Back Guarantee To You
We’re so confident that we can help you accelerate your journey to a financially comfortable and stress-free retirement that we offer you this guarantee: If you partner with Cooee Wealth Partners and you’re not completely satisfied with our work in the first 7 days,we’ll refund your entire fee, no questions asked.
We guarantee no commissions.
We guarantee to tell the truth about your financial situation… no matter how uncomfortable it may be, or how hard it is to explain the changes you need to make.
We guarantee you a financial re-education that shows how your finances really work.
We guarantee complete confidentiality.
We guarantee a 100% tailored approach to your financial situation.
We guarantee proven and time tested stategies normally used by the rich to accelerate you towards the retirement you want.