Ditch the 'Overwhelmed By Money" prognosis
It’s time for a (financial) health pulse check
It’s never a bad time to look after your (financial) health. In fact, it's actually time for a pulse check.
Peak cozzi living has got us skipping our morning latte in favour of paying our energy bills. But what if you had help with all of your money things? A handle on your financial goals? Both a latte AND electricity?
It exists. The future looks like financial planning made easy, actionable and accessible. Dreaming of Euro Summer? Doubling down on a home deposit? Kicking off your share portfolio. Launching a side hustle. Heck – even paying down that pesky debt?
Say hello to you (and Future You)’s new BFF – Wealth Maximiser.
An eye-opening 12-month plan to get you financially fit, broken down to one step at a time. With all the help you need, from the pros in the business. It’ll get you one step closer to your goals, without feeling overwhelmed and wondering how on earth to actually get there.
Peachii has partnered with the financial wellbeing experts at Wealth Maximiser to help you with all of the money things in your pre-rich era. Think of it like a personal trainer for your finances. Personalised financial strategies, action plans and wealth coaching to turn your financial goals into reality. All of your dreams and aspirations, none of the scams, shams or soul-selling to get you there.
Money help for your pre-rich era
Wealth Coach Experts
Guidance from expert Wealth Coaches at your fingertips. It’s personalised for you, 1-on-1 AND cheaper than a traditional financial adviser. Retire at 40 with an Alpaca farm. Give Dan Bilzerian’s yacht a run for its money. Whoever you want to be, we’ll work to make your aspirations a reality.
“Help” on all the bits
Budgeting, investing in property, shares and retirement planning. Peel back the layers and learn life-changing skills of these building blocks to wealth. Demystify where your money is going and set financial goals.
90-day roadmap
A clever year-long action plan, broken down into bite-sized, 90-day checklists. Easy to action and realistic plans to keep you on track and inspired to improve.
Stay accountable to smash your goals with regular 1:1 check-ins, group coaching and personalised updates.
Yes, there’s homework. Aside from the mental gold stars for completing it, you’ll enjoy watching those dreams become your new reality.
Free Wealth Health score
Free questionnaire to prioritise your goals and find out your current Wealth Health score. Self-improvements gotta start somewhere. That somewhere is here. Get Your Free Wealth Health ScoreMeet Your Wealth Coaches
As a Wealth Coach, I’ll help you identify what’s holding you back, build your confidence, and provide the knowledge and support you need to achieve your dream life. It’s not your fault you’re overwhelmed by finance—we’re not taught this in school, and many of us didn’t have financial role models.
I’m a qualified financial adviser and I’m here to use my 18 years of experience to guide you in building your financial knowledge and confidence so you can make better decisions and feel more in control of your money. Join me in becoming your best financial self—who knows where you could be in a year?
How it works
Wealth Health
Prioritise your goals and get your Wealth Health score Fill in the online questionnaire solo, or with a qualified Wealth Coach
Your Strategy
You get 3 financial strategy options based off YOUR questionnaire This includes strategies relating to property, stocks, shares, savings and Super
Action Plan
Decide which direction suits you (and Future You). Select your strategy to discuss your Action Plan with a Wealth Coach Deep dive into your 90-day plan, risks, considerations and possible impact on your financial future
Goal Smashing
Receive ongoing support to reach and achieve your goals Get personalised updates throughout your journey, including the next 90 day action plan, and access to group coaching too
Here’s what you get with Wealth Maximiser
One-on-one support from a qualified financial adviser
From $99 a month (an investment in yourself Future You would be proud of). Traditional Financial Advisors? Cost on average of $3,500 a year for one-on-one support. 😱 (Canstar, 2024)
A one-year Action Plan
Broken down into bite-sized, 90-day checklists to keep you on track and inspired to improve
Accountability
In a world of neverending distractions, it’s likely motivation will lapse if you’re the sole driver of your Wealth train. Enjoy ongoing access to an expert Wealth Coach, offering personalised advice tailored to where you’re at, and where you want to be (last call for Financial Freedom Station, baby!)
...and a little of what you don't get here
#sponsporedpost #ad
We don’t receive commissions from product providers. Advice tailored to you is objective and without any kickbacks, shares or royalties. Whichever way you slice it, nothing is influenced by commissions.
Get Started with a Goal Setting session with a Wealth Coach
Get access to a FREE 25-minute Goal Setting session with an experienced Wealth Coach. Because everyone should have someone in their corner, and you’ve got us. Book a Free Goal Setting SessionLimited Time Offer
Unlock a complimentary
25 minute Goal Setting session
Book your no obligation
complimentary
25 minute Goal Setting session with a Wealth Coach
Book a free session
