Financial Programs

The secret of our success is the four unique financial programs that we have developed and mastered over the years. This is done by adopting our unique Cash Flow and Asset Management System. It is fundamentally a systemised business approach to financial management, one that provides you with the budgetary and monitoring tools to ensure that you are on track in meeting your goals and objectives for the short, medium and long term.

We have a program to suit everyone, regardless of their stage in life.

Our four financial programs are:

  1. The Investedge Pathway
  2. The Smartrack Solution
  3. The Strategic Lifestyle Program
  4. The Retirement Lifestyle Program

The Investedge Pathway is ideal for those clients who do not yet have a mortgage but require assistance with cash flow management and commencing an investment program.

The Smartrack Solution is ideal for those clients who have a mortgage but require assistance with cash flow management to reduce their private debt and position them to commence an investment program.

The Strategic Lifestyle Program, our flagship program, is ideal for those clients who have a mortgage and enough equity in their home to borrow to invest, using the structure and discipline of our cash flow management monitoring service to stay on track to achieving their goals.

The Retirement Lifestyle Program is ideal for those clients nearing or already retired. This program assists in managing cash flow with tax-effective strategies to remain on track to have a comfortable retirement.