A Proven Process That Supports Your Growth

Our process is the result of years of experience, study, and practical refinement by our founder, Dave Parry. It's grounded in real-world business knowledge and financial insight, and structured to support clients through every phase of their journey—whether you’re building, scaling, or preparing to exit your business.

We follow six core stages:

1. Discovery & Direction

This initial phase is all about listening and learning. We take the time to understand:

• Where you are financially and professionally
• What your business structure looks like
• What pressures or roadblocks you’re facing
• What success, security, and freedom mean to you

It’s also about exploring your goals and values, so we can ensure the advice and strategies we provide are meaningful and relevant to your life—not just your ledger.

2. Vision & Values

Once we understand your situation, we move into vision design. Here we work together to:

• Clarify your business and personal goals
• Define what a "bulletproof" life looks like for you
• Identify the outcomes that matter most (e.g. time with family, scaling your business, building a legacy)

This is where we start to align your financial strategy with your lifestyle desires. For many clients, it’s the first time they’ve connected their business goals to their personal life vision.

3. Business & Financial Diagnostics

Next, we take a deeper look into your business operations and finances, to identify:

• Opportunities for strategic business planning
• Gaps in your current business structure
• Potential tax efficiencies and profit leakages
• How your business could scale or evolve
• Early planning options for a future exit or succession

This diagnostic stage forms the foundation for smarter decisions—in both your business and personal finances.

4. Strategic Planning & Wealth Design

Here, we begin crafting a custom roadmap that’s built around:

• Business growth and scale strategies
• Tax minimisation and asset protection
• Wealth-building habits and systems
• Long-term exit and succession strategies
• Lifestyle alignment and family priorities

This is not a one-size-fits-all approach. Your plan will be completely tailored to your current reality and future ambitions, with the flexibility to evolve as life and business change.

5. Implementation Support

With the plan in place, the next step is practical action. You’ll be supported in:

• Making structural changes to your business
• Optimising how money flows through your company and personal life
• Developing new habits and systems for consistent financial progress
• Connecting with trusted professionals where needed (accountants, legal advisors, lenders, etc.)

Our role is to keep things clear and achievable—so you’re not overwhelmed by change, but rather empowered by it.

6. Ongoing Mentorship & Review

We don’t just hand you a plan and walk away. We stay engaged through regular check-ins and reviews to:

• Track your progress
• Re-align your goals as needed
• Navigate unexpected changes (business, family, market, life)
• Maintain momentum and accountability

We see this as a long-term partnership, where you have a guide in your corner—someone who understands your business and your personal mission.