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Sign Up New Clients.

Our ebook is a great resource you can use in your lead generation marketing strategy to engage new prospective clients. It educates your clients about the benefits of holistic life planning. Download the ebook to find out more.

Download Lead Generation Ebook

Keen to learn more?

If you're curious to know what 'non-financial' value we can add to your clients, book in a call with Nick.

Add value at no cost.

There are many ways to use My Game Plan to grow your business. Plus if you do it right, it won't cost you. You buy tickets at the wholesale rate and sell them at retail rates. You can even afford to give away a few to win new clients. This picture explains how you can share My Game Plan with your clients at no cost to your business. Book a demo to find out more.

Adviser Pack is a great option for solo Financial Advisers.

Adviser Pack (Subscription)

The Adviser Pack (Subscription) gives you 20 My Game Plan tickets / year to sell to your clients as part of a bundle package with your financial advice. After purchase we post you 20 x A2 Game Plans and 20 x coupon codes (which your clients use to get free access to My Game Plan). You also get our support to get you started with Retirement 2.0. You pay a wholesale rate of $120 / ticket and sell them at $197 / ticket. Total annual cost for 20 tickets = $2400, which you pay in 12 x $200 instalments.

$200 AUD (12 x monthly payments)

Adviser Pack (Annual cost)

The Adviser Pack (Annual cost) gives you 20 My Game Plan tickets / year to sell to your clients as part of a bundle package with your financial advice. After purchase we post you 20 x A2 Game Plans and 20 x coupon codes (which your clients use to get free access to My Game Plan). You also get our support to get you started with Retirement 2.0. You pay a wholesale rate of $100 / ticket and sell them at $197 / ticket. Total cost for 20 tickets = $2000. (Paying upfront saves $400 off subscription).

$2000 AUD (Annual cost)

Growth Pack is ideal for a small team of Financial Advisers.

Growth Pack (Subscription)

The Growth Pack (Subscription) gives you 50 My Game Plan tickets / year to sell to your clients as part of a bundle package with your financial advice. After purchase we post you 50 x A2 Game Plans and 50 x coupon codes (which your clients use to get free access to My Game Plan). You also get our support to get you started with Retirement 2.0. You pay a wholesale rate of $120 / ticket and sell them at $197 / ticket.Total annual cost for 50 tickets = $6000, which you pay in 12 x $500 monthly instalments.

$500 AUD (12 x monthly payments)

Growth Pack (Annual cost)

The Growth Pack (Annual cost) gives you 50 My Game Plan tickets / year to sell to your clients as part of a bundle package with your financial advice. After purchase we post you 50 x A2 Game Plans and 50 x coupon codes (which your clients use to get free access to My Game Plan). You also get our support to get you started with Retirement 2.0. You pay a wholesale rate of $100 / ticket and sell them at $197 / ticket. Total cost for 50 tickets = $5000. (Paying upfront saves $1000 off subscription).

$5000 AUD (Annual cost)

Trusted Advisor for 20 years.

Nick Freedman has created and taught over 100 personal and leadership development programs from global brands to small businesses. He now partners with leading financial advisors all around the world. Connect on linked in here.

Credible Thought Leadership

We provide you access to unique retirement marketing content, that helps you grow your brand and stand out as a thought leader, including articles written by Nick, published on Westpac Wire.