In my previous business, we invested over
$200,000 into a system to help us understand our clients values, dreams and aspirations. This gave us the ability to show them how to think differently and live to a
financial plan built on purpose. .
We ended up winning awards and became one of the top firms in the country among our peers, we travelled all around the world on executive education trips to places like Stanford and Cambridge Universities....... HOWEVER, DEEP DOWN SOMETHING WAS MISSING!
You see, the clients we serviced for this package paid us a minimum $24,000 per annum. Which meant lots of people missed out. This weighed heavily on me.
Ever since I was a young boy in Samoa running around the family rock pools, I was taught to respect and help others. However, in my business I was literally turning people away.
So, I realised I had to create a solution that was more affordable and easy to implement, so I could help more people.