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Podium Wealth Group Pty Ltd.
       
 
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Podium Wealth Group Pty Ltd.
 
 
Overview: 

Podium Wealth Group is a wealth management services provider.Our specialist areas of expertise include mortgage broking, debt reduction, money management and wealth creation though property investment.

Our passion is helping everyday Australians become financial champions– enjoying life on their own terms.

We do this by encouraging our clients to implement positive spending habits over the long-term and aim to guide clients towards rapidly paying off their home –in less than 10 years – and generate a steady, dependable income stream from their investments.

We hold qualifications in both Mortgage Broking and Financial Planning and look at all property investment decisions purely from a numbers perspective.

Viewed very much as a long-term partnership, we accompany our clients on their journey towards saving more of life’s two most precious commodities – time and money.

Podium Wealth collaborates with a wide range of trusted advisors including buyer’s agents, accountants, lawyers and investment advisors. We are able to introduce these professionals into the process to complete a fully comprehensive solution that places our clients on the pathway to financial independence.

Learn more about how we can help you become a care free, stress free Financial Champion by requesting a Free Consultation to discuss our Podium Wealth Program now.

Our Name

n. podium- a platform raised above the surrounding level to give prominence to the person on it.

The Podium we associate ourselves with is the raised platform Olympians stand on when they win a medal. Being a successful sports champion involves engaging high performance coaches for their expertise, knowledge and motivational skills.A coach also helps the sports person set goals, develops the strategy around how they are going to meet their goals and holds them accountable along the way.

We fill the position of Financial Coach in our client’s lives- providing the guidance they require to achieve their goal of becoming financially independent.

Our Logo

In line with Podium Wealth Groups sporting connections our logo is a deconstructed Olympic Rings style design – each ring representing a separate step on the Podium Wealth Program.

Life Changing Conversation:

Your path to financial freedom begins with a no-obligation life changing conversation with one of our financial coaches. This discovery session will;

Help you uncover your goals so you gain a clear understanding of what personal success looks like
Consider your current financial position based on 4 keys areas– income, expenses, assets and liabilities.
The information you share then provides the basis for which we develop a personalised plan that shows you how you can achieve your financial freedom.

You will gain a clear understanding of precisely what you’ll need to do – to go from where you are today to where you want to be tomorrow, including the key steps involved in the process.

Our clients are delighted when they see a clear, practical pathway towards fulfilling their life goals.

Our Philosophy

We believe true financial freedom starts with taking full advantage of your current position by structuring finances efficiently to ensure every cent is used effectively. Achieving wealth and financial freedom is a step-by-step process. We work with you to identify your financial and lifestyle goals. We provide debt reduction and cash management strategies to get you on track, keep you accountable to your goals and helping you arrive at your ultimate financial destination.

Our passion is helping our clients become financial champions by coaching positive spending habits, eliminating their debt and achieve financial independence through investing in property over the long-term.

We look to eliminate all personal debt, minimise tax and help you produce replacement income through property investment.

We look for solutions that place our clients on the way to financial independence by;

Guiding you towards choosing the perfect home loan;
Coaching you for successful money management outcomes;
Structuring your Finances to enable rapid debt reduction;
Enabling you to build wealth through property investment;
Providing specialist support by maintaining regular contact.


 
 
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