Your Appointment is Booked!

Let’s make it count. Here’s how to prepare for your Freedom Strategy Call

Here's How To Prepare

Step 1: Check Your Email for Confirmation

We’ve sent the call details, including your confirmed time and Zoom link to your inbox.

👉 If you don’t see it, check your junk or promotions folder just in case.

Step 2: Block Out 45 Minutes of Uninterrupted Time

This is a focused, one-on-one strategy session. We’ll unpack your current wealth position and build a plan tailored to your goals.

👉 No sales pitch. Just truth and real clarity.

Step 3: Think About Your rough numbers

This isn’t essential, but coming in with a rough idea of the following will make your session sharper:

  • How much surplus (after tax + lifestyle) you’re currently generating

  • Your current investments (property, shares, super, etc.)

  • Any wealth goals you’ve been quietly holding off on

👉 You won’t need spreadsheets. Just a sense of where you’re at.

© Phoenix Wealth Group 2025 | Disclaimer | Privacy Statement | Terms of Use | Sitemap