Welcome to

TOTAL WEALTH

Presented by

Organise My Books & Tax

and

Granada Wealth Advisory

Session One: The Foundation

The Foundation Session provides a clear and actionable roadmap to help you confidently begin your wealth journey.

Review: What your data reveals about your financial habits
Setting clear, SMART financial goals for the year ahead
Accounting & tax strategies: Cleaning up your chart of accounts and automating data entry
Financial advisory insights: Re-assessing your “Freedom Number” (retirement or exit target)

You’ll walk away with practical strategies you can apply immediately.

The Total Wealth Checklist