Free Course Preview - Mortgage Management Program

Build an offer for your GenXY clients designed to help them get into their Lifestyle Proofed Property, and then get themselves out of Debt on their own terms

What Our Students Are Saying


"I did a workshop with Steve shortly after I launched my business in 2015. The knowledge that I gained quickly became the foundation for building a valued advice offering. Learning how to have the conversations that matter, implement and follow through with meaningful advice for our members everyday financial needs has become one of our major competitive advantages"



"We participated in a workshop with Steve in 2016 and it has revolutionised the way we approach Financial Coaching for our clients as well as helping us build a more effective proposition for younger clients. The course is very practical, with ideas to implement immediately and a clear process to follow, but also offers a pretty big shift in thinking for a lot of advisers"



"I truly believe that client focussed advice models is the key to a great financial planning practice. This has been my fundamental belief since I started in the industry over 10 years ago & will continue to be as long as I am in practice. The problem I faced was coming up with a solution that I was able to deliver to clients that was simple yet effective. After struggling with this for the best part of 3 years, I bit the bullet and attended one of Steve's workshops. The only thing I wish is that I had have done it sooner! The XY Advice Foundations program gave me, not only the technical tools required but also the soft skills and cues that has enabled me to add real value to my relationships with my clients. Steve accelerated my learning curve by 3 years and I could not recommend him highly enough!"