Remove Your Stress • Grow Your Wealth • Leave A Legacy for Your Family


EnVision Partners

Protect your financial future

How Confident Are You That...

Why Attend Our Sessions?

1

Reduce your Stress

Be in control and take the right actions

2

Grow your Wealth

Small changes can make a big difference

3

Leave a Legacy

Know who is impacted by your decisions

How We Can Help You

  • Estate Planning
  • Succession Plan
  • Financial Planning
  • Superannuation
  • Business Performance
  • Personal Insurance
  • Estate Planning
  • Structuring
  • Compliance
  • Taxation
  • Bookkeeping
  • Performance
  • Structuring
EnVision Success Advisory Sessions

Financial Security can be achieved by anyone, even you!
You just need to act. Don’t be the one who is left behind.

The EnVision Success Advisory Sessions have been developed based on years of personal and business advisory experience. These sessions do not just look at the numbers. Most financial futures are lost, not due to a lack of income but, due to a lack of wealth protection.

Our Sessions are designed so you can achieve the following:

Our Sessions are designed so you can achieve the following:

In addition, each attendee will develop their own key information package which can be used for all types of advice relating to their financial affairs.

REMOVE YOUR STRESS • GROW YOUR WEALTH • LEAVE A LEGACY FOR YOUR FAMILY

We have tailored two different type of sessions.

Individuals & Families

Enables each attendee and/or your family to review your personal financial positions

Business Owners/Entrepreneurs

Session includes the individual’s session but expands the assessment to include your business operating environment

Individuals & Families

Single

For discounted group sessions
$ 390 inc gst
  • Expression of Interest
  • Four hour group session
  • Focused on you

Family

For Discounted Group Sessions
$ 550 inc gst
  • Expression of Interest
  • Four hour group session
  • Include your family

Private

One-on-one private session
$ 825 inc gst
  • Upon Request
  • Four hour one-on-one session
  • Include your family

Businesses

Single

For Discounted Group Sessions
$ 550 inc gst
  • Expression of Interest
  • Full day group session
  • Focused on you

Team

for each additional team member*
$ 300 inc gst
  • Expression of Interest
  • Full day group session
  • Include your team

Private

one-on-one
$ 1650 inc gst
  • Upon Request
  • Full day one-on-one session
  • Include your team

Important Questions we have been asked:

 

Do I need to engage EnVision Partners as my accountant?

No. The advisory sessions do not rely on EnVision Partners acting as your Tax accountant. Any actions highlighted by the Success Sessions can be actioned by your preferred advisor.

 

In the group sessions, do I need to share any of my personal information?

No. Each session has been developed so you can work on your own information without having to share.

enquiries

Have a Question?

We are here to help you and try our best to respond within 24 hours.