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How Our Millionaire Clients Create Their Financial Success

How our millionaire clients create their financial success

Including the 5-step action plan you can follow to help achieve your own financial goals in 2021



Wouldn’t it be a dream if you could hack into the minds of some of the most successful millionaires in Australia?

Well, today’s the day we make your dreams come true. 

We recently hosted a series of wealth workshops with our most financially successful clients who have now all retired as millionaires (which are defined as those who have $1 million of investible funds outside the unencumbered family home).

The workshop involved recapping their individual journeys to financial success and was also an opportunity for our clients to share the things they have valued most out of our relationship along the way. 

Beyond the financial success, our clients all agreed that the following 3 things were of greatest value to them:

  1. Trust
  2. Privacy
  3. Individuality

Taking the opportunity to host these wealth workshops has been invaluable for our experienced team of Financial Advisers. As a team we’re always looking to improve our understanding of what’s most important to our clients, as we know the financial results are just part of the story. 

Delivering real value for our clients is as much about understanding the things we shouldn’t be doing – like confusing people with industry jargon or talking about the technical benefits of products – as it is about doing the things our clients truly value.

Things like forming relationships built on absolute trust, treating their personal information and aspirations with the privacy and respect it deserves, and importantly – recognising each client we work with has dreams, desires and objectives which are entirely unique to them.

So, given that our decades of experience have taught us what NOT to do…


How do we actually bring value to our clients?

Our first step is to discover and establish each client’s clear set of goals. Whether it be a new house, retirement goals or a family holiday, your desires are the foundation of your financial success. It’s all about what’s important to YOU.

Once we understand your goals, we can develop strategies to help you achieve them all. Everyone’s plan is different and tailored specifically for you, your family, and your goals.

So, to help you follow the same path to success with simplicity, we’ve put together an action plan you can follow in 2021. It’s the very same plan some of our clients have followed to achieve millionaire status.


Here is your 5-step action plan to help you achieve financial success:

1. Pay yourself first

This is a concept Robert Kiyosaki talks about this in his top selling personal finance book Rich Dad, Poor Dad.

It involves changing your cash-flow structure to pay yourself from your income before you pay everyone else.

“In order to be rich, you must have the self-discipline to pay yourself first.”1 – Robert Kiyosaki

To reach your goals, you need a proven system in place first. The success comes next…

2. Make a plan and stick to it

Whether your plan involves debt repayments, a strict savings plan, or super contributions, stick to the plan! There are no excuses when it comes to your plan.

Create your plan in a way that means you will always be able to follow it, no matter what life throws at you.

3. Have clearly defined goals that both partners have input on

You and your partner should agree on your financial goals as well as the plan on how to get there. This will avoid any unspoken expectations not being met. After all, as my lovely wife Julie likes to remind me – nobody is a mind reader!

Everyone’s perfect version of success is different and working together and communicating regularly is key to a happy, successful life.

4. Have a disciplined approach to investing

Don’t follow the bright lights and chase last year’s best investment returns.

I’ve seen many investors chase performance, react emotionally to market changes and suffer significant losses when they do not have a disciplined plan.

5. Think big, why not?

Q: Why can’t you have everything in life?

A: You can!

Abundance over scarcity, and the concept of no limiting beliefs are two extremely common discussion points in our financial planning meetings. Thinking big leads to big results!


Following our 5-step plan- the exact same path that our millionaire clients have travelled with us by their side – will help you to formulate suitable strategies and support systems to aid in your success.

Ready to achieve greater financial success in 2021?

Book an initial appointment with one of our financial advisors from Central Coast – Erina (CCFPG), Newcastle – The Junction (NFPG) or Sydney CBD (SWA). We are excited to help you conquer your own financial goals and live the life you deserve.




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