Your options, obstacles, and opportunities …

"If only I'd had a chat to Daniel back 10 years ago, and I just sorted these little things out.” - HD, Brighton

When you think about your financial situation and your future, are you filled with confidence because the future is clear, or do you feel a growing sense of anxiety, like you're missing out on opportunities and running out of time?

If this sounds like where you're at right now and you’ve been waiting too long for things to get better, I can safely reassure you there IS a way out of this. A way that will deliver you …

Fresh ideas on how to achieve your plans and future,
Signposts so you can better understand the pitfalls, and
Identify whether you’re missing out on any opportunities.

Hi I'm Dan Brammall, author of Swimming with Sharks and Shattering the Crystal Ball Myth. Over the last 30-odd years as a professional adviser I've developed a really simple and effective process that unpacks all this so you have clear and personalised steps forward.

A conversation we call The Roadmap Experience.

Have you ever been to a business event or some social gathering and you find yourself talking to a perfect stranger about some challenge that’s frustrating you right now? After a little while you realise how easy-going and satisfying it is talking to this person. It’s almost cathartic.

You know what it’s like to talk to someone who is just waiting for their turn to talk … about themself? Well this is the opposite – this person’s really listening to you.

He asks you about some aspect of your story. You blurt out ‘great question! ’ and as you explain your answers, you’re having new insights and, before long, you’ve got ‘missile lock’ on your the problem and a clear path forward starts to emerge. Epiphany!

You walk away from this conversation feeling light as a feather and full of energy, confident about what you need to do next.

This conversation with veteran adviser and author, Dan Brammall, is the start of what we call The Roadmap Experience.

How’s it work?

Book a call using one of the 'book a call' buttons on this page.
You’ll straightaway get a Zoom invitation via email. If your inbox doesn’t have it within 2 minutes, check your spam folders (and whitelist our email address – don’t worry, we make it easy for you to opt out of our emails any time).
Accept the invitation to confirm the session.

The ground rules …

These sessions are based on Dan’s availability so if you need to reschedule, advise us as soon as possible so this timeslot is available for someone else.
If you’re looking for free financial advice over the phone, you’ve come to the wrong place. Yes, we can make arrangements to get you financial advice but not over this call.
As a practising independent financial adviser Dan is legally required to provide advice in writing and he can’t do that in this phone call.

What are the takeaways?

You’ll start by briefly sharing your story with me. As we walk through the process my mission is to help you develop a strong sense of your options, obstacles and opportunities so you have a clear path forward.

"I guess this is where I'm getting a very different vibe from you – the way you're speaking to me and the questions you're asking as well.” - H&L, Vic

With that in mind, here’s what you’ll walk away with …

A strong picture of what a successful outcome looks like for you,
Insights into the obstacles preventing you from making progress,
The options and opportunities I can see that can give you your quickest wins, and
Some personalised next steps so you can leave the call with momentum towards the results you desire.

No more feeling as though you’re squandering your chances, missing opportunities or frittering away your time or your money.

But that’s not all …

Bonus Video

Look – We know how tough it can be for busy people to actually set aside the time and energy to think about this stuff, much less do what it takes to follow through on a conversation like this.

So that’s why there’s a very special bonus coming your way, as our way of congratulating you for making your future a priority. After your Roadmap Experience you’re going to receive a very special video workshop called ‘How to make your Must-Haves Magnetic’. Here’s what it’s about …

We all have dreams or fantasies. Sometimes we do a little work on them and turn them into goals.

But have you honed them so they’re not negotiable? Are they ‘baked’ into your future as ‘Must-Haves’, that you NEED, like you need the next breath of air in your lungs?

This workshop shows you what you need to do to pull those Must-Haves into your life, just like a magnet.

This little gem is an ‘over the shoulder’ that I filmed a little while back of a live session I held with Andrew and Melissa (a couple in their late 50s from Western Australia). You’ll see how this delightful couple was able to ‘crystallize’ their vision into non-negotiables, what we call ‘Must-Haves’ … in such a way that they’re literally pulled towards you, just like a magnet.

I loved that session, and so did they, and so will you! Reserve your free Roadmap Experience today.