Are you part of the $150-$300K++ income circle, hungry for financial clarity, ready to conquer your goals, and seeking a dedicated coach/partner to work with, hold your hand, and keep you accountable?
If you're driven to reach new heights, create wealth, and are committed to success, we're here to coach you.
With over 20 years of experience, we're not newcomers to this game; we've successfully served over 3000 clients on their journey to financial freedom. Your success is our top priority, and, assuming you follow your customised money management program, we can virtually guarantee your results.
Trust in our expertise (tried and tested Money Management PLUS™ System), lean on our track record, and together, we'll script your financial success story.
This is the key to our clients' success.
Your tailored Money Management PLUS™ system incorporates our budget program, which is reinforced through our structured video conferencing accountability sessions given to you by your Personal Financial Coach every month to help keep you focused on achieving your goals.
Our specialised budget program is very exciting because it incorporates not just your ‘boring’ income and expenses, it also includes your home loan, other debts and most importantly your unique goals. This simple, yet powerful action creates a level of excitement in your financial life as you can now see how it directly impacts your goals.
Using the latest cash flow technology and services our online budget tracker automatically tracks your income and expenses, is time efficient, in real-time, and enables fast and accurate reporting which allows us to have deeper and more meaningful conversations around helping you to stay focused on achieving what's most important - your goals!
Through our program, clients typically progress through these 6 stages:
Whether you are a single or a couple you'll feel…
We have over 3000 people in our coaching program
I have been working with Scott and his team for six months now. I am absolutely thrilled with the support, the systems and being accountable. Thank you very much. I am making significant advancement in my goals
- Entrepreneur & business owner
I’ve never felt like I’ve had so much money since I have been on this program. My lifestyle has improved, I'm paying off my mortgage so fast, and I feel like I have more money than before!
- School Teacher
I've been with Asset101 for just over a year now and they have helped me save enough money for a deposit to buy a block of land - I couldn't have done it without them and I'm so happy!
- 26 year old single Employment Services Administrator
Thank you Asset101 for your over the top help on our budget. As I mentioned to Scott, getting this sorted alone, has been more than worth the annual investment.
- Group Executive & Leader
My partner and I have been clients of Asset101 for over 2 years and our lives have changed dramatically - for the better. We've saved a deposit for our land and build, we're both on the same page regarding our finances now, and we are now stress and worry free. We are nothing but optimistic towards our future now.
- Administration Officer
Some of the reasons why our clients take up our Financial Coaching Program include:
1. Owning their own home, business, or investment property as soon as possible.
2. Reducing debt by using their money more effectively than ever before.
3. To “beat the banks”.
4. Making a positive step toward achieving their goals and financial independence.
5. To learn and create new mindsets around money and maximising their financial situation.
We guide you through a structured, month-by-month coaching process that commences with two initial free consultations. Through this process, we develop a strategic plan with our Money Management PLUS™ program to systematically eliminate debt, accelerate savings, and cultivate wealth, all while diligently tracking and measuring your financial progress.
No, we do not. Our role is to coach you in effective financial budget management, helping you achieve your goals more efficiently.
We do not provide financial advice or dictate investment decisions.
We facilitate this by asking targeted questions that empower you to make informed decisions, as we believe in your ability to choose wisely. Our focus is on connecting your income and expenses to goal achievement and debt reduction, enabling you to make favourable choices, and quite frankly, is really exciting to experience that all coming together!
No, we do not provide advice on what to do with your money or where to invest. Instead, our approach is centred on creating a personalised and professional budget program, then coaching you in the art of sound financial management. This usually results in the acceleration and the realisation of your financial objectives far beyond most conventional methods. It's important to note that we do not provide financial advice, as this is subject to legal regulations typically reserved for financial advisors who usually only specialise in areas such as personal insurance and superannuation, or accountants who primarily deal with company structures and taxation matters.
Our primary role is to facilitate your understanding of how your income and expenditures are intricately linked to achieving your goals and reducing debt, thus empowering you to make informed choices that work in your favour.
This is part of life, and we will adapt to the changes with you, by implementing them into your plan. Being able to adapt to change is a key part of life as it is for any plan.
Your Asset101 journey commences with an initial consultation led by one of our Financial Strategists. It's important to emphasise that both this meeting and the subsequent one come at NO COST TO YOU.
Our primary objective during the first meeting is to gain a comprehensive understanding of your current financial position and your future aspirations. We delve deeply into your current financial landscape, but more importantly, we explore your short-term, medium-term, and long-term financial goals.
In the second meeting, we provide a detailed overview of our program, utilising our leading-edge forecasting software to clearly illustrate the trajectory you're currently on, and how it compares to the potential benefits of working with Asset101. This is also the point at which we transparently explain our fee structure, enabling you to make an informed choice based on your specific needs and preferences.
Once you decide to embark on this journey with us, you'll be paired with your own dedicated Personal Money Coach.
Over the course of the next 12 months, your coach will conduct face-to-face online sessions at a time that suits you and, if applicable, your partner.
We estimate that the personalised coaching is 80% of the reason for our client’s success.
Eric Schmidt, former CEO of Google, once asserted that "Everybody needs a coach." In the context of the Asset101 financial coaching program, coaching is transformative because it offers personalised guidance and empowers individuals to comprehend the consequences of their financial decisions, both in spending and earnings. We do not provide advice; we equip you with the knowledge and insights to make informed choices, navigate financial challenges, and accelerate your path to financial success. This one-on-one support, coupled with cutting-edge tools, ensures you have the clarity and strategies needed to achieve your financial goals.
We serve clients across Australia, and our appointments are conducted virtually, face-to-face, allowing you to participate from the comfort of your home or office at a time that suits you best. Another advantage is that we can select the most qualified team members from various regions across the country to best serve you.
What sets Asset101 apart from the rest is our unwavering commitment to empowering you to take charge of your financial decisions without offering direct advice. Our distinctive approach is ingrained in helping you understand your money in, money out, intricacies, aligning them with your goals and debt reduction targets. This philosophy extends to our leading-edge software, which autonomously tracks your finances, and our continuous one-on-one virtual coaching. We believe in equipping you with the knowledge and insights you need to make informed choices, rather than prescribing advice.
Our clientele represents a diverse spectrum of individuals, hailing from various backgrounds and professions. Many of our clients, while feeling reasonably comfortable with their financial status, are often unaware that substantial improvements are within their reach. Our clients typically fall within a family income bracket of $150,000 to $250,000+, with variations both below and above this range. We cater to individuals of all ages, ranging from administration professionals to business owners and CEOs. The primary requisites for our services are a consistent and dependable income, and a positive mental attitude toward wanting to create better financial future.
During our initial consultation, we will inquire about your financial situation to ascertain your suitability for our program.
Financial Advisers tend to focus on implementing financial products and strategies, while a Financial Coach focuses more on the basics of personal money management, behavioural change, and accountability to a client-driven spending plan. And while Financial Advisers most commonly help to manage wealth that already exists, a Financial Coach’s role is to provide a client the knowledge, skills, and behaviours that will help them build wealth in the first place – through savings plans and/or the reduction of their home mortgage debt, or investment debt.
Your initial two appointments with Asset101 are offered at no cost to you. Our fee structure is tailored to the intricacies of your financial situation and the level of support you require, all in alignment with our mission to enhance financial well-being.
Upon deciding to engage with our services, we will transparently include our fees in the projections we provide. Our aim is for you to perceive our fees as a valuable investment in your financial journey as we deliver real returns and genuine results, often making our fees appear insignificant.
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