You might be familiar with our 7-Steps to Achieving Financial Freedom in our other services, but what if we told you there’s a way to dive even deeper into each of these steps? Imagine not just hearing about them but actually applying that knowledge, setting concrete financial goals, and crafting a personalised plan ready for action, in just one day.

We get that financial decisions can be overwhelming, but we’re here to provide guidance and answers. And you don’t need to do it alone, our group coaching workshop allows you to get a group together and start motivating each other to take that first step towards financial empowerment. One day can make a real difference to your financial future. Contact us today!

Introducing Our All-Day Financial Wellness Group Coaching Workshop

Are you and your friends ready to take control of your money and financial future? Our group coaching workshops are designed to provide a comprehensive deep dive into all areas of your finances. We’ll cover everything you need to know to achieve financial freedom, following our proven 7-Steps methodology.

Throughout the day, we’ll guide you through essential topics, ensuring you leave with a personalised ‘financial roadmap’ that you can put into action immediately. Here’s what you can expect:

Goal setting & creating a plan

Define your financial goals and learn how to create a strategic plan to achieve them.

Cashflow & Budgeting systems

Discover effective techniques for managing your cashflow and creating a realistic budget.

Getting debt under control

Say goodbye to the burden of bad debt and learn how to leverage good debt.

Superannuation & Maximizing Growth

Learn strategies to make the most of your superannuation and boost your retirement savings.

Shares & Portfolio Strategy

Gain insights into building a successful investment portfolio and maximizing your returns.

Property & Mortgage Strategies

Explore property strategies to build a portfolio and learn smart ways to accelerate mortgage repayments.

Safety Net – Insurance & Estate Planning

Understand the importance of protecting your assets through insurance and estate planning.

Sounds good? All you need to do is:

  • get a group together (minimum of 10 people, maximum of 20 people).
  • find a date you are all free.
  • decide on a location.

We will do the rest! Don’t miss this opportunity to unlock your full financial potential!

Cost: $4,000 Plus GST (Share the cost – $400 each for a group of 10 or $200 each for a group of 20)

The Money Sandwich All-Day Financial Roadmap Workshop Promo Video

The Money Sandwich All-Day Financial Roadmap Workshop Promo Video

It ticked all the boxes. Super comprehensive, covers everything you would need to know and really quick, easy, actionable steps that I can now take.

Myles

I now feel more comfortable looking into the different avenues of investments. Shares have always been sort of daunting, but this workshop has been eye-opening.

Daniel

We have recommended them to many of our friends.

Richard

With the help from Marc and his contacts, I have been able to buy my first investment property.

Pete

FAQ

Our All-Day Financial Wellness Group Coaching Workshops are designed for individuals of all experience levels. Whether your group is new to finance or looking to refine your skills, our workshop caters to a diverse audience and covers a range of topics.

Group coaching offers reduced costs, as the expense is shared among participants, making it more affordable than one-on-one sessions. Additionally, being surrounded by friends, family, or like-minded individuals creates a supportive and motivating environment. This communal experience fosters a sense of accountability and provides continued support beyond the workshop, helping everyone stay committed to their financial goals.

The benefit of our All-Day Financial Wellness Group Coaching Workshops is that you have control. You have control of:

  • The group itself: Organise a group of friends, family, colleagues all with the same goal of financial empowerment. Minimum of 10 people and maximum of 20.
  • The day: Once you have your group, find a day that works best for you. It can be any day of the week. To get the most out of the workshop, best to be available from 10am-4pm including breaks.
  • The location: We want you to feel comfortable, so pick a location that works best for your group. Due to it being a full day, you will need table and chairs for the whole group. All we need is a screen to plug in our presentation.

As we want you all to get the most out of the day we suggests to bring your:

  • Latest bank statement (as we will go through our categorising expenses strategy)
  • Latest superannuation statement (to explain where invested, insurance and beneficiaries)
  • A fully charged laptop
  • Laptop charger

Feel free to bring any specific financial questions you have – we encourage active participation!

Our All-Day Financial Wellness Group Coaching Workshop’s price includes all course materials, access to expert guidance, personalised financial planning tools, and ongoing support after the workshop.

Plus you will all also receive our Money 101 Online Course for free which is valued at $250. You will receive your log in details prior to the workshop.

Yes, we believe in supporting your financial journey beyond the workshop day. You’ll have access to resources, and our team is available for post-workshop consultations to help you stay on track with your financial goals.

Where to Next?

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The Money Sandwich
PO Box 850 North Sydney NSW 2059

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