Running a small business takes vision, grit, and sacrifice – but it shouldn’t come at the expense of your long-term financial security.
Our True Wealth Roadmap is a step-by-step blueprint built specifically for small business owners who want to create sustainable wealth beyond their business.
Whether you’re building, growing, or planning your next move, the True Wealth Roadmap gives you the structure, clarity, and confidence to move forward with purpose.
Book your free consultation today to learn how we can help you build lasting wealth with expert support tailored to your unique journey.
We help you design a tailored roadmap to:
Generate $100k+ in annual passive income
Protect your assets and family
Transition from active to leveraged income
Make confident financial decisions as your life and business evolve
The Roadblocks Keeping Your Financial Goals Out of Reach
Reaching Your Financial Goals Isn’t Just About Earning More.
We help you to identify and navigate the obstacles that could be slowing you down on your path to financial freedom: lack of clarity, inefficient structures, tax pressure, or simply not knowing where to start.
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Without a clear financial plan, long-term goals can remain just out of reach – leaving you feeling reactive instead of in control.
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Many individuals feel overwhelmed by complex financial products, tax implications, or investment choices. They want clear, expert guidance to feel confident and in control of their financial future.
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There’s often anxiety around market volatility, inflation, or unexpected life events. Clients want reassurance that their wealth is protected and positioned to grow sustainably.
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You’re earning well, but your bank account doesn’t reflect it. We help uncover where your money is going and create a plan to turn surplus into strategy.
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Tax feels like a black hole – and you suspect you could be doing better. We review your structure and strategy to ensure you’re not leaving money on the table.
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You’ve put things in place – but are they actually delivering results? We assess your financial systems to make sure they’re aligned, efficient and driving progress.
The Financial Journey Explained
We’ve identified the 5 stages our clients typically experience as they navigate their small business journey, accumulate wealth, and move toward a life of freedom, purpose, and legacy.
Foundation
Your working hard to build your business, grow your income and get on top of your finances. This is about creating stability and setting strong foundations for your future.
Control
You’re earning more and ready to take charge. This stage is about managing your cash flow, reducing financial stress, and putting a clear plan in place to move forward with confidence.
Growth
With your finances under control, you can start making your money work for you. This is where you focus on investing, paying down debt faster, and building real momentum.
Freedom
Now you’re building passive income and reducing your reliance on active work. You have more choices, more time, and the flexibility to live life on your terms.
Legacy
At this point, it’s about more than just money. You’re focused on long-term impact – looking after your family, creating generational wealth, and doing something meaningful with what you’ve built.
What You Could Achieve with a Clear Wealth Strategy
Scale your business to 7 and 8 figure revenues
Clear significant debts to the ATO
Purchase and pay off your dream home
Build a multi-property investment portfolio
Gain the freedom to retire early
Create a strategy for generational wealth
Take care of the essentials like insurances and estate planning
Establish diversified sources of passive income
The True Wealth Roadmap
A CLOSER LOOK
At true north we meet you where you are, whether you’re laying the foundations, looking to take control of your finances or ready to grow your wealth, and help you to make smart, strategic moves that get you on track to reach your ideal financial future.
Our True Wealth Roadmap is built on three powerful pillars, each equipped with proven strategies designed to move you closer to achieving your financial goals: Clarify, Optimise and Accelerate.
CLARIFY: Planting the Seed of Success
Before you can grow wealth, you need a clear vision and a solid foundation. This stage is all about laying the groundwork, gaining clarity and establishing a strong blueprint.
DEFINE YOUR VISION
We start with a focused strategy session — often including your spouse or partner — to define your financial goals, lifestyle aspirations, and what “true wealth” means to you.
BENEFIT
Ensures your family is aligned and moving in the same direction.
OUTCOME
A clear, unified vision that shapes every financial decision moving forward.
MAINTAIN LIFESTYLE
We review your spending habits to ensure your current lifestyle aligns with your future goals and you’re living within your means. It’s about creating awareness and discipline without sacrificing joy.
BENEFIT
Builds healthy financial habits that support long-term growth.
OUTCOME
A practical and sustainable spending plan that empowers you to take control of your finances.
IDENTIFY SURPLUS
Through a clear breakdown of income and expenses, we identify your financial surplus — the fuel for growing wealth — and set the stage for smart, intentional investments.
BENEFIT
Uncovers the potential already sitting in your day-to-day finances.
OUTCOME
A focused cash flow strategy that frees up funds for investment and wealth creation.
OPTIMISE: Enriching the Foundation
Now that the seed is planted, it’s time to enrich the foundation to maximise financial growth potential. This stage focuses on making your finances work harder, smarter, and more efficiently.
LEVERAGE DEBT WISELY
We help you use good debt to your advantage — whether for investment or business — turning liabilities into opportunities.
BENEFIT
Amplifies your ability to grow wealth using existing financial tools.
OUTCOME
A debt strategy that supports growth while managing risk.
MINIMISE TAX
Smart tax planning ensures you’re not giving away more than necessary. We identify strategies to reduce your tax burden and retain more of your hard-earned money.
BENEFIT
Maximises the money you get to keep and reinvest.
OUTCOME
Greater after-tax income and improved financial efficiency.
ESTABLISH THE RIGHT STRUCTURES
From trusts to companies and SMSFs, we implement structures that protect your wealth, support growth, and allow flexibility as your circumstances evolve.
BENEFIT
Shields your assets while opening up long-term planning opportunities.
OUTCOME
A secure, scalable financial structure tailored to your life and goals.
ACCELERATE: The Growth Phase
With a strong foundation and optimised strategy, your wealth is ready to grow and flourish. This phase is about building lasting wealth, protecting what you’ve built, and turning assets into financial freedom.
BUILD A SMART PORTFOLIO
While we are not licensed to provide specific investment advice, we can offer general financial guidance as part of your broader strategy. Where specialised investment advice is required, we collaborate with a network of trusted, licensed professionals to ensure you receive expert support.
BENEFIT
Builds a strong, diversified foundation for long-term financial success.
OUTCOME
A purpose-driven investment portfolio designed to generate lasting wealth.
MITIGATE RISK & PLAN FOR THE FUTURE
Safeguarding your assets is a core pillar of any effective wealth plan. Together with our trusted team of licensed professionals, we help you put backup plans in place — like insurance, estate planning, and legacy structures — to protect what you’re building and support intergenerational wealth.
BENEFIT
Provides peace of mind and ensures you’re prepared for the unexpected.
OUTCOME
A protected financial future for you and your loved ones, with clarity on succession and legacy.
MONETISE YOUR ASSETS
Finally, we look at ways to unlock and enjoy the value of your assets — whether through income streams, business succession, or retirement planning — so you can live the life you’ve envisioned.
BENEFIT
Transforms built-up wealth into real-life freedom and choice.
OUTCOME
The ability to confidently enjoy your lifestyle now, while planning for a secure future.
OUR PROCESS
Free 30-Minute Consultation
We start with a simple, 30-minute obligation-free chat to understand your goals, where you’re at, and if our True Wealth Roadmap is right for you – no pressure to commit.
If you’re ready to take the next step, here’s how the process works –
Step 1.
1-Hour Kick-Off Call
We start with a focused, one-on-one session to get to know you, understand your financial position, goals, and priorities. This fact-finding call sets the foundation for a tailored roadmap built around your unique situation and what matters most to you.
As part of the process, we’ll ask you to complete a personal budget based on your current cash flow. This ‘homework’ helps us gain a detailed understanding of your financial position, so we can tailor our advice precisely to your needs.
Step 2.
Strategy Meeting- The Path to your True Wealth Roadmap
In this 30-minute session, we confirm the key elements of your financial strategy and outline associated costs. This ensures everything is aligned – so by the time we present your full roadmap, you’re ready to move forward with clarity and direction.
Step 3.
Presentation & Sign-Up
In a dedicated 2-hour meeting, we walk you through your personalised True Wealth Roadmap – built to support your lifestyle and long-term passive income goals. We’ll complete all necessary documentation and discuss how we’ll work together online moving forward.
Step 4.
Implementation
With your True Wealth Roadmap in place, we begin putting the strategy in action. This may include establishing legal structures or involving specialist advice from our trusted partners. Any additional costs with be clearly outlined before proceeding, so you can make informed decisions every step of the way.
Step 5.
Ongoing Support (Optional add-on)
For those looking for additional guidance, you have the option to upgrade to a monthly retainer, providing access to ongoing strategic support. With this service, we remain actively involved — offering regular check-ins, updates, and adjustments to ensure your financial roadmap stays aligned with your evolving goals.
Think of us as your long-term financial partner, helping you stay forward-focused and in control. You'll also have the option to add-on expert business advice and our full suite of compliance services, which can be seamlessly integrated into your broader financial strategy.
Discover a Partnership for Lasting Wealth
The True Wealth Roadmap is a fixed-fee service tailored to your unique goals – no commissions, no hidden costs. Designed to help you cut through the noise and take meaningful steps toward long-term financial wellbeing and creating the life you envision.
Ready to take the first step?
Book your free, no obligation consultation today and see how we can help you build lasting wealth with expert support tailored to your unique journey.