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.
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.
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