Are you working harder than your future actually requires?
You’ve spent years building your income and wealth. But have you ever tested whether you need to keep going at the same pace? The Wealth Picture helps you understand where you stand, explore how much might be enough, and see what different choices could mean for the next 5, 10 or 20 years.
$2,950+ GST for your first year
As seen in
See Wealthview in action
A short walkthrough of Priya’s big picture plan: what changes when she tests paying off her home, trimming her spending, working three days a week and a market fall.
Welcome
If you’re reading this, you’ve probably done well. You’ve built a career, maybe a practice, and some assets along the way. And you might be wondering what it all adds up to.
That’s the question I love helping people answer. As a Chartered Accountant, I’ve spent more than 25 years looking at how people’s money really works: their business, property and investments. I work with dentists and other health professionals who want to see the whole picture.
The Wealth Picture puts your whole financial life in one place, so you can see it clearly and try out different choices for yourself. I’ll help you set it up and make sense of what it shows.
It works alongside your accountant and financial adviser. They each look after their part. This helps you see how all the parts fit together.
Salena
I was feeling quite anxious about our financial future. We had investment properties and a successful practice, but I wanted to understand whether we’d be okay if I stopped working or reduced my hours.
Working with Salena has given us so much more clarity. I can see the options available to us, and Wealthview gives us a way to explore different scenarios and make more informed decisions.
Dr DianneDentist and Practice OwnerGet started
The Wealth Picture is designed for health professionals who have started building wealth and want a clearer understanding of how their financial world fits together.
You don’t need to own a practice or be approaching retirement. If you’re wondering what your financial future could look like, this could be for you.
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The question behind the numbers
Imagine driving somewhere you’ve never been before. You’ve got a good car, plenty of power and you’re making great progress.
But you haven’t checked the fuel gauge, you’re not entirely sure how far you have to go, and you haven’t looked at the map.
So you keep driving. Perhaps even faster.
That’s how a lot of successful professionals approach their finances. They keep working, earning, saving and investing because they assume that’s what they need to do.
But what if you’re already closer to your destination than you realise? What if you could slow down, take a different route or enjoy more of the journey?
Wouldn’t you want to know?
Questions worth asking
You’ve worked hard to build your career and wealth. But when was the last time you tested the assumptions behind your plans?
01
Am I working more than I actually need to?
02
Am I building wealth for a future I haven’t properly thought through?
03
Could I afford to enjoy more of my money while I’m healthy and active?
04
What happens if my assumptions about markets, property or retirement are wrong?
05
Am I making choices today that I’ll wish I’d made differently in 10 years?
You can’t answer these questions by looking at your income, bank balance or property portfolio in isolation. You need to understand how everything works together.
Introducing The Wealth Picture
The Wealth Picture gives you two personal sessions with me, a year of Wealthview and a short set of lessons. I’ll help you get your numbers into one place, work out what they’re telling you and look at the decisions that could change your future.
You stay in charge of your choices, and you can come back to your model whenever life changes.
Get your information together with personal help to get started.
Test different futures and understand the assumptions behind them.
Revisit your numbers, learn along the way and review the picture each year.
Meet Wealthview
Wealthview brings your income, assets, debts, spending and investments together in one place. Its simple, elegant interface lets you explore questions that are surprisingly hard to answer: Could you afford to work fewer days? What happens if you sell your practice? Could you spend more now, or retire earlier?
You can return to it whenever life changes, rather than relying only on a set of projections prepared at one point in time. Your model is yours to open and explore, with me helping you set it up and make sense of what it shows.
The example in Wealthview
Priya is 52 and works four clinical days a week in her practice. She’d love to stop at 58. On paper, she and Dev are doing well: their home, four investment properties and the practice. But money feels tight. The properties cost more to hold than they bring in, and this year they’re spending more than they earn.
Priya keeps coming back to the same question: if I stop in six years, will we have enough?
An illustrative household with fictional figures, not real clients.
Questions you can test
The real Wealthview interface, shown with the Priya example: an illustrative household with fictional figures.
Wealthview gives me the 60,000-foot view of my finances that I was missing. I love being able to play with different ideas and explore what happens when Plan A doesn’t work out.
It’s simple to use, but there are a lot of moving parts underneath, a bit like dentistry. It gives me a much better understanding of how everything fits together.
Dr BarryDentist and Practice OwnerReady to see your own picture like this?
Get startedWealthview isn’t a forecast of exactly what will happen. It’s a way to get a feel for what might be possible, what could derail your plans and whether you’re broadly on track to have enough. Results depend on the numbers and assumptions entered, and real outcomes will differ. Illustrative modelling, not a guarantee of future outcomes.
What’s included
01
Get your financial picture started, without getting stuck.
A personal 60-minute Zoom session to get started in Wealthview, understand what information you need and begin building your financial picture. You won’t be left staring at an empty screen wondering where to start.
02
Explore the future without pretending you can predict it.
Wealthview, a simple, elegant, interactive financial modelling tool, with 12 months of access in your first year. Adjust your assumptions, test different scenarios and revisit the bigger picture as life changes.
03
Find out what your numbers could mean for the life you want.
A personal 90-minute Zoom session once your information is in. Together we’ll review your picture, challenge assumptions and explore what “enough” could look like, including work-optional and other scenarios. This is scenario exploration, not a guaranteed retirement date.
04
Learn the financial ideas that actually help you make decisions.
Short trainings, starting with four on getting the most out of Wealthview, plus curated lessons on foundational wealth principles, risk, financial independence and better decision-making. Nothing sprawling to work through.
05
One useful money idea each week.
A weekly email with practical thinking, relevant case studies and occasional Wealthview exercises, useful in its own right. It continues after your first year when you renew.
06
Keep your picture relevant as your life changes.
A 45-minute personal review to revisit the model, update assumptions and explore what deserves attention next. Included in the first year and in each annual renewal.
What happens when you join
01 · Straight away
A welcome email
With your next steps and a link to book your Money Map session at a time that suits you.
02 · Before we meet
Your Wealthview login
I set up your access myself and email your login, along with a short checklist of what to gather.
03 · Your first session
The Money Map on Zoom
We meet for 60 minutes and start building your picture together.
Because I run every session myself, I only take on a small number of new clients each month.
A simple way to start
I’ll show you around Wealthview and we’ll make a start with whatever information you have. Your model doesn’t need to be finished before we meet.
You’ll have a clear checklist and short tutorials to help fill in the gaps. We’ll book your second session within 30 days of the first, which gives you a gentle deadline without it feeling like homework.
With your numbers in, we can spend our time on the interesting questions: what your numbers suggest, which assumptions matter most and what different futures might look like.
Return to Wealthview whenever something changes. Use the curated training library and weekly Freedom Brief, then revisit your picture at the Annual Reset.
We’ll meet for 45 minutes to review what’s changed, revisit your assumptions and explore your next decisions.
This session is included in your first year, whether or not you choose to renew.
A practical note. You enter and check your own financial information. I’ll help you use the model and understand what it shows.
After your first year
Income, assets, debt, spending and life priorities all change over time. The value of Wealthview is being able to return to your picture as those things happen.
After your first year, you can continue with The Wealth Picture Annual. There’s no need to repeat the two getting-started sessions. From year two, it’s simply about keeping your picture up to date.
First year
$2,950 + GST
Following years
No repeat of the setup sessions. Renewal price and terms are made clear before you decide.
Who this is for
Whether you own a practice, work as an associate or are employed in a hospital or clinic, your finances have probably become more complex over time. You might be building wealth through property or shares, thinking about changing how much you work, or wondering whether you’re closer to having enough than you realise.
A good fit if
You want to understand where you stand, you’re happy to enter and update your own information, and you like to think decisions through before you make them.
May not be the right fit if
You want someone to invest for you, recommend specific financial products, give tax advice or manage your finances for you. That work belongs with licensed advisers and other specialists.
Need something more hands-on?
The Wealth Picture gives you the tools and guidance to understand your numbers yourself.
The 90-Day Co-Pilot is for when you’d rather not do it alone. I come to you for a full day and we work through your whole financial world together. I build your Wealthview model with you, then stay in your corner for the next 90 days while you think through what comes next.
Selling your practice, buying property, stepping back from work? Some decisions are worth not making alone. Let’s talk about whether the Co-Pilot is right for you.
Explore the 90-Day Co-Pilot
About Salena
I’ve spent my whole career around money: running businesses, investing in property and shares, and helping professionals work out what their numbers really mean.
Most of the people I work with are dentists and other health professionals whose working lives and wealth have become more complicated than they expected.
I created The Wealth Picture so more people could get that kind of help, at a price that makes sense, and keep using it long after our sessions end.
No. It shows possible outcomes based on the information and assumptions you enter. It helps you see the range of possibilities and how changes might affect your future. It can’t tell you exactly what will happen.
No. Wealthview is designed to be simple to use, and your Money Map session gets you started. You will need to gather information about your finances and keep it reasonably up to date.
Yes. Money decisions are usually shared, so your partner is welcome to join both of our sessions.
Apart from our two sessions, most of the work is gathering your numbers. How long that takes depends on how organised your paperwork is. The checklist and short tutorials keep it manageable, and we’ll book your second session within 30 days of the first.
We’ll work with what you have and note what’s still uncertain. The more complete your model, the more useful the session. I won’t do the data entry for you in that session, though.
No. The Wealth Picture is education and modelling, with my help to understand what the model shows. It doesn’t include personal financial product advice, specific investment recommendations, tax or legal advice, and I don’t put anything in place for you. For those decisions, talk to an appropriately licensed professional.
You can choose to renew for continued Wealthview access, the weekly Freedom Brief, the curated training library and your Annual Reset. The renewal price and terms will be made clear before you decide.
Yes. While your access is active, you can come back to your model and change your assumptions whenever your circumstances change.
Your information is used to build your model and support our sessions. How it’s stored and protected is set out in our privacy policy and your client agreement, which you’ll see before you start.
Your Wealthview access ends when your year finishes. What happens to your model after that is set out in your client agreement, so you’ll know before you decide.
Dentists, doctors and allied health professionals who have started building wealth and want to see how it all fits together. You don’t need to own a practice or be close to retirement.
You may be closer than you think, or there may be important gaps worth understanding. Either way, having a clearer picture gives you a better starting point for the decisions ahead.
