Wealth Creation Strategies For All

The Plan Should Make Money

When you drop the product sales and wealth management, financial planning becomes about wealth creation for your client.

People create wealth. Not products.


Regulated financial advisers use financial planning to sell products and manage the wealth of the already wealthy.


Regulated financial advisers make personal product recommendations. Personalisation can only ever be delivered on a one-to-one basis. Time is limited; therefore, service is limited. The number of advisers is limited. Regulated advice is not a scalable operation and can only be delivered to the five percent who are wealthy.


Non-intermediating financial planning is generic advice and financial education. It can be delivered in groups. It can even be delivered in eBooks and online courses. Knowhow is unlimited, and so are the prospects for your business. This style of planning is scalable, more affordable, and accessible for everyone.


When you drop the product sales and wealth management, financial planning becomes about wealth creation.


Non-intermediating financial planners create wealth for the unwealthy.


In a global economic and medical crisis, ordinary people require wealth.


People create wealth, not products. Products protect wealth or redistribute wealth. Products manage wealth for those who are wealthy. 


Let the product sellers continue to sell products to the wealthy.


What the unwealthy and underserved need most, as we emerge from a global economic and medical emergency, is a plan to create wealth. Like a three-year profit & loss account and a balance sheet added to the lifetime cashflow forecast for the “Business of You”!


Wealth creation is not a service typically delivered by the traditional financial adviser; intermediaries simply sell products.


A traditional financial planner must unlearn the product sales process and learn the wealth creation process.


We sell plans, not products. 


We do create wealth through planning and coaching, we do not manage wealth or sell products. We educate the client to manage their own wealth.


Future-proof your revenue streams. Insure your business from the uncertainties of global, economic, regulatory, or medical threats. Diversify into non-intermediating financial planning.


Because we are non-intermediating, it is still business as usual for us during these exceptional times. We are still able to offer you the same quality service, which is remote, secure, and easy to receive.

Relief Measures

Investment Planning

Retirement Planning

Estate Planning

Tax Planning

Financial Forecasting

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