
Most people retire on guesswork.
Upgrade to the full digital bundle — the same framework I use with $5M–$15M clients, plus exclusive bonuses for extra certainty and support.
Swimming With Sharks (eBook) – the complete Independent Planning-for-Results Method.
BONUS #1: 4-Hour Audiobook – listen anywhere, anytime.
BONUS #2: Companion Workbook – apply the method step by step.
BONUS: Your Retirement Questions, Answered — exclusive recorded session where I respond to real reader challenges with practical answers
BONUS: Your Family Timeline — a focused resource that lines up your plan with real-life milestones
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“The workbook has been a valuable companion… SWS has been a refreshing, low-cost tool that took a different approach than I had anticipated, in a good way”
— Ian & Jackie, Kew, VIC
“This was a structured way to discuss things we don’t tend to discuss. We’re both on the same page now. Transformational.”
— C&M, Beaumaris, VIC
“You’ve thought more deeply about these subjects than most financial advisers. The Value Chain exercise helped me revalidate my purpose.”
— John, Melbourne, VIC

If Swimming With Sharks doesn’t give you clarity and confidence, you have a full year to claim a refund. Just email [email protected] and we’ll refund you — no questions asked.



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