The Perfect Plan for Your Financial Education

Unlock the keys to lasting financial confidence with The Perfect Plan for Your Financial Education. This guide outlines a clear, practical roadmap designed to help individuals at any stage of life build strong financial knowledge. Whether you're just starting out or looking to sharpen your money skills, this plan offers step-by-step strategies to understand budgeting, saving, investing, and planning for the future. Empower yourself to make informed decisions and create a stable, secure financial life with a plan tailored to your goals.

LEVEL 1
Million - dollar Mindset Membership

$497/yr

✅1 Coaching /Consulting Session (55 minutes ) valued $330

✅One(1) year  Access To Wealthy Nations Masterclass Vlued $228

✅Step by Step Roadmap to multi-million dollar retirement   plan (PDF)

➡Private Wealth Mindset Facebook Group and support

Plus Two(2) online courses on our Academy: 

  1. Financial Goal Setting

  2. Financial Freedom Formula

LEVEL 2

Wealth Apprentice Membership

$997/yr

✅3 Coaching /Consulting Sessions (55 minutes session) valued $990 = ($330 x3)

✅One(1) year  Access To Wealthy Nations Masterclass Vlued $228

✅Step by Step Roadmap to multi-million dollar retirement plan (PDF)

➡Private Wealth Mindset Facebook Group and support

Plus All the online courses on our Academy and future courses:

  1. Financial Planning for beginners

  2. Financial Goal setting

  3. Business Planning for Business start-up

  4. Business Tax Return

  5. Tax Return for PAYG

  6. Financial Freedom Formula

  7. Cashflow Gap

  8. Rental Property Tax Return

LEVEL 3

Active Investor Members

$2,497/ yr

✅9 Coaching /Consulting Sessions (55 minutes session) Valued $2970 = ($330 x 9)

✅One(1) year  Access To Wealthy Nations Masterclass Vlued $228

✅Step by Step Roadmap to multi-million dollar retirement plan(PDF)

➡Private Wealth Ascenders Facebook Group with support

Plus all the online courses on our Academy and future courses:

 

  1. Financial Planning for beginners

  2. Financial Goal setting

  3. Business Planning for Business start-up

  4. Business Tax Return

  5. Tax Return for PAYG

  6. Financial Freedom Formula

  7. Cashflow Gap

  8. Rental Property Tax Return

TESTIMONIALS

What others are saying

“Thank you Helia for your financial coaching advice"

"Your ability to think outside of the box based on your diverse background and experience enabled us to consider new options which we believe will ultimately be of great benefit to us now and into the future. We will absolutely be recommending you to family, friends and colleagues."

-Lisa Holland


"My wife and I would like to express our gratitue"

"for the work you have done for us over the past years. The expertise, attention to detail and care with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. May you prosper, along with your clients.

-Kasra and Rahil"


“I found Helia empowered"

" to give fast and on the spot answers and she is always keen to earn the best banking offers. She demonstrated a high degree of expertise and her presentation to me was clear and immidiately actionable. Her style was happy and open to questions and willingly gave her time to responding to questions thoroughly. Helia is extremely enthusiastic about her work which is infectious. I certainly would recommend her for any required finantial advice, home loan and taxation"


-Medhi Sabet


video TESTIMONIALS

What experts says about us

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