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TOTAL WEALTH SERIES

To provide a high-value experience, this schedule is designed to follow a logical progression: starting with foundations (Year Kick-off), moving into strategic growth, and concluding with protection and legacy.
This 6-month program balances "The Numbers" (Accounting) with "The Big Picture" (Financial Planning).
________________________________________17th Feb Webinar 12pm and Record: The Financial Kick-Off (Setting the Vision)
Focus: Alignment and Goal Setting
● Webinar Title: The 2026 Roadmap: Aligning Your Business and Personal Wealth.
● Key Topics:
○ Reviewing 2025: What the data says about your habits.
○ Setting "SMART" financial goals for the new year.
○ Accounting Side: Cleaning up your chart of accounts and automating data entry.
○ Planning Side: Re-assessing your "Freedom Number" (retirement or exit target).
● Action Item: Provide a "2026 Financial Resolutions" checklist.
28th March In Person Seminar: Cash Flow & Profitability (The Engine)
Focus: Optimization and Efficiency
● Seminar Title: Profit First: How to Never Worry About Cash Flow Again.
● Key Topics:
○ Analysing your "Burn Rate" and "Breakeven" points.
○ Accounting Side: Using AI and automation for real-time reporting (moving beyond the monthly PDF).
○ Planning Side: Creating an emergency buffer for both the business and the household.
● Action Item: A template for a 13-week rolling cash flow forecast.

21st April Webinar 12pm and Record: Tax Efficiency & Compliance (The Guardrails)
Focus: Wealth Preservation
● Webinar Title: Proactive Tax Planning: Strategies Most People Miss.
● Key Topics:
○ Understanding any new tax laws
○ Accounting Side: Correct business structuring—Sole Trader vs. Company vs. Trust.
○ Planning Side: Maximizing pension/super contributions and tax-loss harvesting.
● Action Item: A "Business Structure Health Check" questionnaire.
23rd May In Person Seminar: Strategic Growth & Scaling (The Accelerator)
Focus: Expansion and Investment
● Webinar Title: Funding Your Future: Smart Borrowing and Investment Strategies.
● Key Topics:
○ When to take on debt: Good debt vs. bad debt.
○ Accounting Side: Preparing your books for a loan or investment round (What banks want to see).
○ Planning Side: Diversification—don't let your business be your only asset.
● Action Item: A "Lending Readiness" scorecards.
23rd June Webinar 12pm and Record: Risk Management & Protection (The Shield)
Focus: Resilience
● Webinar Title: What If? Protecting Your Wealth Against the Unexpected.
● Key Topics:
○ Identifying "Single Point of Failure" risks in your business.
○ Accounting Side: Internal controls to prevent fraud and errors.
○ Planning Side: Life, disability, and "Key Person" insurance—what is actually necessary?
● Action Item: A "Risk Audit" to identify gaps in insurance or legal protection.

25th July In Person Seminar: Legacy & Exit Planning (The Finish Line)
Focus: Long-term Impact
● Webinar Title: The Exit Strategy: Designing Your Final Act.
● Key Topics:
○ Succession planning: Selling to a third party vs. family vs. employees.
○ Accounting Side: Business valuation—how to increase your "multiple."
○ Planning Side: Estate planning, wills, and philanthropic goals.
● Action Item: A "Legacy Vision" worksheet for the next 10–20 years.
________________________________________

Total Wealth Session One: The Foundation

Focus: Alignment and Goal Setting

Duration

45 mins

To provide a high-value experience, this schedule is designed to follow a logical progression: starting with foundations (Year Kick-off), moving into strategic growth, and concluding with protection and legacy.
This 6-month program balances "The Numbers" (Accounting) with "The Big Picture" (Financial Planning).
________________________________________17th Feb Webinar 12pm and Record: The Financial Kick-Off (Setting the Vision)
Focus: Alignment and Goal Setting
● Webinar Title: The 2026 Roadmap: Aligning Your Business and Personal Wealth.
● Key Topics:
○ Reviewing 2025: What the data says about your habits.
○ Setting "SMART" financial goals for the new year.
○ Accounting Side: Cleaning up your chart of accounts and automating data entry.
○ Planning Side: Re-assessing your "Freedom Number" (retirement or exit target).
● Action Item: Provide a "2026 Financial Resolutions" checklist.
28th March In Person Seminar: Cash Flow & Profitability (The Engine)
Focus: Optimization and Efficiency
● Seminar Title: Profit First: How to Never Worry About Cash Flow Again.
● Key Topics:
○ Analysing your "Burn Rate" and "Breakeven" points.
○ Accounting Side: Using AI and automation for real-time reporting (moving beyond the monthly PDF).
○ Planning Side: Creating an emergency buffer for both the business and the household.
● Action Item: A template for a 13-week rolling cash flow forecast.

21st April Webinar 12pm and Record: Tax Efficiency & Compliance (The Guardrails)
Focus: Wealth Preservation
● Webinar Title: Proactive Tax Planning: Strategies Most People Miss.
● Key Topics:
○ Understanding any new tax laws
○ Accounting Side: Correct business structuring—Sole Trader vs. Company vs. Trust.
○ Planning Side: Maximizing pension/super contributions and tax-loss harvesting.
● Action Item: A "Business Structure Health Check" questionnaire.
23rd May In Person Seminar: Strategic Growth & Scaling (The Accelerator)
Focus: Expansion and Investment
● Webinar Title: Funding Your Future: Smart Borrowing and Investment Strategies.
● Key Topics:
○ When to take on debt: Good debt vs. bad debt.
○ Accounting Side: Preparing your books for a loan or investment round (What banks want to see).
○ Planning Side: Diversification—don't let your business be your only asset.
● Action Item: A "Lending Readiness" scorecards.
23rd June Webinar 12pm and Record: Risk Management & Protection (The Shield)
Focus: Resilience
● Webinar Title: What If? Protecting Your Wealth Against the Unexpected.
● Key Topics:
○ Identifying "Single Point of Failure" risks in your business.
○ Accounting Side: Internal controls to prevent fraud and errors.
○ Planning Side: Life, disability, and "Key Person" insurance—what is actually necessary?
● Action Item: A "Risk Audit" to identify gaps in insurance or legal protection.

25th July In Person Seminar: Legacy & Exit Planning (The Finish Line)
Focus: Long-term Impact
● Webinar Title: The Exit Strategy: Designing Your Final Act.
● Key Topics:
○ Succession planning: Selling to a third party vs. family vs. employees.
○ Accounting Side: Business valuation—how to increase your "multiple."
○ Planning Side: Estate planning, wills, and philanthropic goals.
● Action Item: A "Legacy Vision" worksheet for the next 10–20 years.
________________________________________

Total Wealth Session Two: The Engine

Focus: Optimisation and Efficiency

Duration

45 mins

To provide a high-value experience, this schedule is designed to follow a logical progression: starting with foundations (Year Kick-off), moving into strategic growth, and concluding with protection and legacy.
This 6-month program balances "The Numbers" (Accounting) with "The Big Picture" (Financial Planning).
________________________________________17th Feb Webinar 12pm and Record: The Financial Kick-Off (Setting the Vision)
Focus: Alignment and Goal Setting
● Webinar Title: The 2026 Roadmap: Aligning Your Business and Personal Wealth.
● Key Topics:
○ Reviewing 2025: What the data says about your habits.
○ Setting "SMART" financial goals for the new year.
○ Accounting Side: Cleaning up your chart of accounts and automating data entry.
○ Planning Side: Re-assessing your "Freedom Number" (retirement or exit target).
● Action Item: Provide a "2026 Financial Resolutions" checklist.
28th March In Person Seminar: Cash Flow & Profitability (The Engine)
Focus: Optimization and Efficiency
● Seminar Title: Profit First: How to Never Worry About Cash Flow Again.
● Key Topics:
○ Analysing your "Burn Rate" and "Breakeven" points.
○ Accounting Side: Using AI and automation for real-time reporting (moving beyond the monthly PDF).
○ Planning Side: Creating an emergency buffer for both the business and the household.
● Action Item: A template for a 13-week rolling cash flow forecast.

21st April Webinar 12pm and Record: Tax Efficiency & Compliance (The Guardrails)
Focus: Wealth Preservation
● Webinar Title: Proactive Tax Planning: Strategies Most People Miss.
● Key Topics:
○ Understanding any new tax laws
○ Accounting Side: Correct business structuring—Sole Trader vs. Company vs. Trust.
○ Planning Side: Maximizing pension/super contributions and tax-loss harvesting.
● Action Item: A "Business Structure Health Check" questionnaire.
23rd May In Person Seminar: Strategic Growth & Scaling (The Accelerator)
Focus: Expansion and Investment
● Webinar Title: Funding Your Future: Smart Borrowing and Investment Strategies.
● Key Topics:
○ When to take on debt: Good debt vs. bad debt.
○ Accounting Side: Preparing your books for a loan or investment round (What banks want to see).
○ Planning Side: Diversification—don't let your business be your only asset.
● Action Item: A "Lending Readiness" scorecards.
23rd June Webinar 12pm and Record: Risk Management & Protection (The Shield)
Focus: Resilience
● Webinar Title: What If? Protecting Your Wealth Against the Unexpected.
● Key Topics:
○ Identifying "Single Point of Failure" risks in your business.
○ Accounting Side: Internal controls to prevent fraud and errors.
○ Planning Side: Life, disability, and "Key Person" insurance—what is actually necessary?
● Action Item: A "Risk Audit" to identify gaps in insurance or legal protection.

25th July In Person Seminar: Legacy & Exit Planning (The Finish Line)
Focus: Long-term Impact
● Webinar Title: The Exit Strategy: Designing Your Final Act.
● Key Topics:
○ Succession planning: Selling to a third party vs. family vs. employees.
○ Accounting Side: Business valuation—how to increase your "multiple."
○ Planning Side: Estate planning, wills, and philanthropic goals.
● Action Item: A "Legacy Vision" worksheet for the next 10–20 years.
________________________________________

Total Wealth Session Three: The Guardrails

Focus: Wealth Preservation

Duration

45 mins

To provide a high-value experience, this schedule is designed to follow a logical progression: starting with foundations (Year Kick-off), moving into strategic growth, and concluding with protection and legacy.
This 6-month program balances "The Numbers" (Accounting) with "The Big Picture" (Financial Planning).
________________________________________17th Feb Webinar 12pm and Record: The Financial Kick-Off (Setting the Vision)
Focus: Alignment and Goal Setting
● Webinar Title: The 2026 Roadmap: Aligning Your Business and Personal Wealth.
● Key Topics:
○ Reviewing 2025: What the data says about your habits.
○ Setting "SMART" financial goals for the new year.
○ Accounting Side: Cleaning up your chart of accounts and automating data entry.
○ Planning Side: Re-assessing your "Freedom Number" (retirement or exit target).
● Action Item: Provide a "2026 Financial Resolutions" checklist.
28th March In Person Seminar: Cash Flow & Profitability (The Engine)
Focus: Optimization and Efficiency
● Seminar Title: Profit First: How to Never Worry About Cash Flow Again.
● Key Topics:
○ Analysing your "Burn Rate" and "Breakeven" points.
○ Accounting Side: Using AI and automation for real-time reporting (moving beyond the monthly PDF).
○ Planning Side: Creating an emergency buffer for both the business and the household.
● Action Item: A template for a 13-week rolling cash flow forecast.

21st April Webinar 12pm and Record: Tax Efficiency & Compliance (The Guardrails)
Focus: Wealth Preservation
● Webinar Title: Proactive Tax Planning: Strategies Most People Miss.
● Key Topics:
○ Understanding any new tax laws
○ Accounting Side: Correct business structuring—Sole Trader vs. Company vs. Trust.
○ Planning Side: Maximizing pension/super contributions and tax-loss harvesting.
● Action Item: A "Business Structure Health Check" questionnaire.
23rd May In Person Seminar: Strategic Growth & Scaling (The Accelerator)
Focus: Expansion and Investment
● Webinar Title: Funding Your Future: Smart Borrowing and Investment Strategies.
● Key Topics:
○ When to take on debt: Good debt vs. bad debt.
○ Accounting Side: Preparing your books for a loan or investment round (What banks want to see).
○ Planning Side: Diversification—don't let your business be your only asset.
● Action Item: A "Lending Readiness" scorecards.
23rd June Webinar 12pm and Record: Risk Management & Protection (The Shield)
Focus: Resilience
● Webinar Title: What If? Protecting Your Wealth Against the Unexpected.
● Key Topics:
○ Identifying "Single Point of Failure" risks in your business.
○ Accounting Side: Internal controls to prevent fraud and errors.
○ Planning Side: Life, disability, and "Key Person" insurance—what is actually necessary?
● Action Item: A "Risk Audit" to identify gaps in insurance or legal protection.

25th July In Person Seminar: Legacy & Exit Planning (The Finish Line)
Focus: Long-term Impact
● Webinar Title: The Exit Strategy: Designing Your Final Act.
● Key Topics:
○ Succession planning: Selling to a third party vs. family vs. employees.
○ Accounting Side: Business valuation—how to increase your "multiple."
○ Planning Side: Estate planning, wills, and philanthropic goals.
● Action Item: A "Legacy Vision" worksheet for the next 10–20 years.
________________________________________

Total Wealth Session Four: The Accelerator

Focus: Expansion and Investment

Duration

45 mins

To provide a high-value experience, this schedule is designed to follow a logical progression: starting with foundations (Year Kick-off), moving into strategic growth, and concluding with protection and legacy.
This 6-month program balances "The Numbers" (Accounting) with "The Big Picture" (Financial Planning).
________________________________________17th Feb Webinar 12pm and Record: The Financial Kick-Off (Setting the Vision)
Focus: Alignment and Goal Setting
● Webinar Title: The 2026 Roadmap: Aligning Your Business and Personal Wealth.
● Key Topics:
○ Reviewing 2025: What the data says about your habits.
○ Setting "SMART" financial goals for the new year.
○ Accounting Side: Cleaning up your chart of accounts and automating data entry.
○ Planning Side: Re-assessing your "Freedom Number" (retirement or exit target).
● Action Item: Provide a "2026 Financial Resolutions" checklist.
28th March In Person Seminar: Cash Flow & Profitability (The Engine)
Focus: Optimization and Efficiency
● Seminar Title: Profit First: How to Never Worry About Cash Flow Again.
● Key Topics:
○ Analysing your "Burn Rate" and "Breakeven" points.
○ Accounting Side: Using AI and automation for real-time reporting (moving beyond the monthly PDF).
○ Planning Side: Creating an emergency buffer for both the business and the household.
● Action Item: A template for a 13-week rolling cash flow forecast.

21st April Webinar 12pm and Record: Tax Efficiency & Compliance (The Guardrails)
Focus: Wealth Preservation
● Webinar Title: Proactive Tax Planning: Strategies Most People Miss.
● Key Topics:
○ Understanding any new tax laws
○ Accounting Side: Correct business structuring—Sole Trader vs. Company vs. Trust.
○ Planning Side: Maximizing pension/super contributions and tax-loss harvesting.
● Action Item: A "Business Structure Health Check" questionnaire.
23rd May In Person Seminar: Strategic Growth & Scaling (The Accelerator)
Focus: Expansion and Investment
● Webinar Title: Funding Your Future: Smart Borrowing and Investment Strategies.
● Key Topics:
○ When to take on debt: Good debt vs. bad debt.
○ Accounting Side: Preparing your books for a loan or investment round (What banks want to see).
○ Planning Side: Diversification—don't let your business be your only asset.
● Action Item: A "Lending Readiness" scorecards.
23rd June Webinar 12pm and Record: Risk Management & Protection (The Shield)
Focus: Resilience
● Webinar Title: What If? Protecting Your Wealth Against the Unexpected.
● Key Topics:
○ Identifying "Single Point of Failure" risks in your business.
○ Accounting Side: Internal controls to prevent fraud and errors.
○ Planning Side: Life, disability, and "Key Person" insurance—what is actually necessary?
● Action Item: A "Risk Audit" to identify gaps in insurance or legal protection.

25th July In Person Seminar: Legacy & Exit Planning (The Finish Line)
Focus: Long-term Impact
● Webinar Title: The Exit Strategy: Designing Your Final Act.
● Key Topics:
○ Succession planning: Selling to a third party vs. family vs. employees.
○ Accounting Side: Business valuation—how to increase your "multiple."
○ Planning Side: Estate planning, wills, and philanthropic goals.
● Action Item: A "Legacy Vision" worksheet for the next 10–20 years.
________________________________________

Total Wealth Session Five: The Shield

Focus: Resilience

Duration

45 mins

To provide a high-value experience, this schedule is designed to follow a logical progression: starting with foundations (Year Kick-off), moving into strategic growth, and concluding with protection and legacy.
This 6-month program balances "The Numbers" (Accounting) with "The Big Picture" (Financial Planning).
________________________________________17th Feb Webinar 12pm and Record: The Financial Kick-Off (Setting the Vision)
Focus: Alignment and Goal Setting
● Webinar Title: The 2026 Roadmap: Aligning Your Business and Personal Wealth.
● Key Topics:
○ Reviewing 2025: What the data says about your habits.
○ Setting "SMART" financial goals for the new year.
○ Accounting Side: Cleaning up your chart of accounts and automating data entry.
○ Planning Side: Re-assessing your "Freedom Number" (retirement or exit target).
● Action Item: Provide a "2026 Financial Resolutions" checklist.
28th March In Person Seminar: Cash Flow & Profitability (The Engine)
Focus: Optimization and Efficiency
● Seminar Title: Profit First: How to Never Worry About Cash Flow Again.
● Key Topics:
○ Analysing your "Burn Rate" and "Breakeven" points.
○ Accounting Side: Using AI and automation for real-time reporting (moving beyond the monthly PDF).
○ Planning Side: Creating an emergency buffer for both the business and the household.
● Action Item: A template for a 13-week rolling cash flow forecast.

21st April Webinar 12pm and Record: Tax Efficiency & Compliance (The Guardrails)
Focus: Wealth Preservation
● Webinar Title: Proactive Tax Planning: Strategies Most People Miss.
● Key Topics:
○ Understanding any new tax laws
○ Accounting Side: Correct business structuring—Sole Trader vs. Company vs. Trust.
○ Planning Side: Maximizing pension/super contributions and tax-loss harvesting.
● Action Item: A "Business Structure Health Check" questionnaire.
23rd May In Person Seminar: Strategic Growth & Scaling (The Accelerator)
Focus: Expansion and Investment
● Webinar Title: Funding Your Future: Smart Borrowing and Investment Strategies.
● Key Topics:
○ When to take on debt: Good debt vs. bad debt.
○ Accounting Side: Preparing your books for a loan or investment round (What banks want to see).
○ Planning Side: Diversification—don't let your business be your only asset.
● Action Item: A "Lending Readiness" scorecards.
23rd June Webinar 12pm and Record: Risk Management & Protection (The Shield)
Focus: Resilience
● Webinar Title: What If? Protecting Your Wealth Against the Unexpected.
● Key Topics:
○ Identifying "Single Point of Failure" risks in your business.
○ Accounting Side: Internal controls to prevent fraud and errors.
○ Planning Side: Life, disability, and "Key Person" insurance—what is actually necessary?
● Action Item: A "Risk Audit" to identify gaps in insurance or legal protection.

25th July In Person Seminar: Legacy & Exit Planning (The Finish Line)
Focus: Long-term Impact
● Webinar Title: The Exit Strategy: Designing Your Final Act.
● Key Topics:
○ Succession planning: Selling to a third party vs. family vs. employees.
○ Accounting Side: Business valuation—how to increase your "multiple."
○ Planning Side: Estate planning, wills, and philanthropic goals.
● Action Item: A "Legacy Vision" worksheet for the next 10–20 years.
________________________________________

Total Wealth Session Six: The Finish Line

Focus: Long-term Impact

Duration

45 mins

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