The Personal Wealth Suite

Made up of seven client engagement products, The Wealth Suite enables you to offer strategic personal wealth and success planning to clients and create a range of tax planning and financial services work.

Find the Gap

A simple discovery tool which enables you to consider client opportunities in your office before taking your proactive ideas to present to the client in an engaging and visually impressive way. Clients will be impressed and identifying their success gaps will provide you with agreement to next steps fee production work.

Many licensees offer Find the Gap for free and it is unlikely to take any more than 45 minutes to an hour to complete both modules.

The Personal Energizer

A high level needs and wants establishment product for individuals. It uses facilitation principles in a 1 to 2 hour session where clients or prospects can look at what they want more of and what they don't want in their lives and careers.

The Personal Wealth Tracker

A product which enables you to offer your clients a strategic personal plan for wealth generation over a 5 year period. This product is designed for use with individuals. A planning session takes around 1.5 - 2.5 hours to complete and is part of an ongoing Success Process.

The Entrepreneurial Wealth Tracker

The ‘feel good' product designed for individual business owners. It enables you to offer your clients a strategic personal plan for wealth generation over a 5 year period. A Wealth Tracker planning session takes around 1.5 - 2.5 hours to complete and very often leads to tax planning and financial services work.

The Proactive Tax Energizer

A high level needs and wants establishment product that understands that tax is emotive. This involves a 1 to 2 hour fully facilitated session with an individual client that allows them to feel more in control of their tax affairs and you to have the opportunity for tax and financial planning work.

The Risk and Reward Toolkit

Product which enables you to offer individual clients the opportunity to articulate their priorities, assess potential risks and plan for actions to improve their personal success. This involves a 1.5 - 2.5 hours fully facilitated session and the aim is to inspire clients and provide greater peace of mind.

The Success Process

A coaching product that helps keep clients on track with all their plans, maintain momentum and generate new actions in the short and medium term. The Success Process helps the client maintain progress and refine and refresh their plans.