The Purpose Experience is a group coaching intensive, held over 2 consecutive Saturdays, focused on helping you to create your own personalised Life Plan & Wealth Plan.
So many young Australians feel that they can't get access to affordable financial advice & education because it's too expensive.
They might end up reading articles online, hoping they have the right approach. Or they might just follow in their parent's footsteps. Maybe they feel they've found the right way all on their own. But what if they're making a big mistake?
The financial advice industry began in Australia over 150 years ago with "agents" selling the first insurance and investment products to the common folk. We take these financial products for granted today, but they were incredible innovations of their time and spread quickly, enabling many people to build wealth and protect their family.
Fast forward to today, and the world of investments has exploded. You likely have more variety of how you can invest than you even know, and your options range from the intensely complex to the surprisingly simple. Sadly however, our financial advice industry is still stuck in the past, with most financial advisers still receiving insurance commissions from financial institutions, and onerous government regulations making it punishingly costly to receive even the most simple pieces of financial advice.
Enter the Purpose Experience!
Since we opened our doors in 2018, we've pioneered various new ways of delivering financial advice to Australians. We do two key things differently:
1) We take the tackle the challenging conversations required to help our clients understand who they are and what the really want in life.
2) We use a fun and empowering approach to coach and educate our clients to make their own savvy life and financial decisions.
Instead of offering just 1 or 2 meetings followed by a document full of financial product recommendations, we've refined a 4 - 6 month personal development journey full of 1:1coaching, check-ins, homework, resources & education. And some of our clients now say, "You've empowered me with all these skills - I feel confident to set up my investments on my own!"
The Purpose Experience moves our services yet another step forward, as we can now condense these 4 - 6 months of individual discussions into just 2 full-day intensives, shared amongst a small tribe of like-minded peers, and offer it at a fraction of the price!
The Purpose Experience makes our services more affordable and more accessible than ever before!
We've condensed 4 months of one-to-on life coaching, financial coaching and life planning into two action packed days of transformative education, planning and implementation, all within a dynamic small group environment.
We walk you through each of our most powerful planning tools & templates, and you'll get unlimited access to two of our expert coaches, educators and mentors for the entirety of the experience.
Benefit form ongoing coaching before, throughout and after the all day intensives, shared alongside a tight-knit group of like-minded peers. Grow in community, leverage each other's strengths and experiences and celebrate the wins together.
Discover more direction, clarity & confidence!
We've action-packed a full 4 - 6 months worth of our flagship "Fulfilment" coaching package into just 2 transformative days full of discussion, training and action. We help you clarify your life purpose, create a vision for your future and identify life milestones and short term goals. We guarantee you'll leave feeling more confident and more on-purpose than ever before.
Need a personal breakthrough?
Our tried and true coaching process helps you to identify what's holding you back in life, but it's our expert coaches and group interventions that create the opportunity for you to bring 'shift' to your life. We help you to address what's under the surface, holding you back in your relationships, your career and your finances.
Get a financial upgrade!
Take advantage of our team of financial advice experts and learn the practical principles that successful Australians use to build wealth: through property, shares and business, and through the simple principles of how to earn more than you spend. Our tools will guide you to design your own Wealth Plan and personalised strategy!
"The Purpose Advisory team are an invaluable resource for anyone wanting to take hold of their financial future. The coaching sessions provided a great platform and process for my wife and I to discuss our financial future and identify key opportunities + weaknesses and plan accordingly. The PA team provide amazing value at accessible pricing. Thanks for a great service!"
Taken from Google Reviews
Send us your deets and have a chat with a member of our team to see if you'll be a great fit for the event.
We've condensed everything we do into two powerful documents which we'll help you to create for yourself over the course of the Purpose Experience: your Life Plan and your Wealth Plan.
Your Life Plan focuses on your identity, your purpose and zeros in on your vision for the future, milestones and specific goals you need to achieve to get there. Meanwhile your Wealth Plan focuses on the principles, strategies, education required and finally the actions to take for you to build wealth towards achieving your Life Plan.
"We underestimated the power of having both financial advisor and life coach in one person. It's an amazing thing when you find someone who not only cares about increasing your wealth, but aligning and directing your growing wealth to purpose. My wife and I couldn't be more satisfied with the services provided by 'Purpose Advisory'."
Taken from Google Reviews
Day 1: Life Planning
5th Sept 2020
Rose Bay, Sydney
Day 2: Wealth Planning
12th Sept 2020
Rose Bay, Sydney
(Compared to $1,990 for our 1:1 "Fulfilment" package)
(Compared to $2,290 for our 1:1 "Fulfilment" package)
🏆 2x full days of training over two weekends
🥗 Healthy & nourishing meals, snacks and drinks included
💼 Prework, education courses, planning templates & learning materials
🙋 Live coaching and mentoring support
👨👩👧👧Tight-knit community networking experience
👊 Post-event follow-up and implementation support
(All prices include GST)
Note: Payment plan options are available if necessary.
✔️ We'll help you get clear on your identity and purpose.
✔️ We'll help you overcome beliefs, anxieties and behaviours that hold you back.
✔️ We'll help you to overcome your avoidance reflexes.
✔️ We'll save you from making more financial mistakes.
✔️ We'll help you to align your investment and spending decisions with your values.
✔️ We'll help you to resolve unnecessary relationship conflicts had concerning money.
✔️ How much would it be worth to overcome your financial stress?
The Purpose Experience is for those who want to feel in control of their money and to feel confident about their financial future, and know they can do it themselves but only with the right support, coaching & education.
Maybe you've already completed a money course online, or spoken with a financial adviser who just didn't hit the spot. Or maybe you've read a book or listened to a podcast and have had a go at mapping out your life plans, but you're struggling to get the results you want.
Everyone who has attended our Purpose Experience event in past has told us they didn't know how much an event like this would help them. They say they feel great working with a team of professionals who they can trust, and growing alongside a peer group they can relate to and learn from.
If you think we can help, or if you wish we could help you - we'd love to speak with you to explore what's going to be right for you.
We'd love to keep you posted about our future Purpose Experience events coming up later in 2020 and 2021!
No commitment required. Enter your details below and our team will contact you to discuss your needs, and to make sure this event is right for you.
If you can't attend our next event, still enter your details and we'll keep you on our waiting list for our upcoming Purpose Experience events.
The Purpose Experience is proudly brought to you by the team at Purpose Advisory
Tristan Scifo, Harry Goldberg & Purpose Advisory Pty Ltd (ABN 74 623 527 131) are Authorised Representatives of AVALONfs Pty Ltd (AFSL 437518)