WHAT YOU GET

• Online money & investing learning modules
• Financial foundations implementation plan & tools
• Access to cheat sheets, & templates (budget, goals worksheet…)
• Ability to submit questions and have them answered by an adviser

Monthly live online events

• Quarterly money planning workshop [every 90 days]
• Investment markets update [every 90 days]
• Money strategy deep dive + live Q&A [every 90 days]

Online learning modules

• Saving
• Investing
• Property
• Superannuation
• Money habits

BONUS #1: Money App

VALUE: $468/year.

Track progress and get insights on money opportunities (and issues)

BONUS #2: Private 1-1 Coaching

VALUE: $1,980/year.

Foundation Members only