Tony, a 57-year-old general manager from South Australia, tried Dave Parry's Bulletproof Wealth coaching after seeing ads and a masterclass. He was skeptical about the cost but found it filled gaps in his plan: taxation, superannuation, and property strategy. Now he has clarity on his goals and recommends it to others.
What would you recommend? This, this process, this wealth coaching because it is different, is a bit unique. Would you recommend this process to family and friends, example?
Absolutely. I have no hesitation in recommending to anybody, anybody that's looking for something and they're not happy with regardless of what they've achieved, if they're not happy and they or they just, just want to tweak it a bit more or put a shine on it, definitely this is the way to go. Your knowledge, your connections, your understanding of people are just, is tremendous. Your taxation knowledge, your superannuation knowledge, your insurance knowledge.
So tell me, who's Tony? Who are you and what do you do?
Okay Look, I'm Tony's 57 year old South Australian, work as a general manager obviously. Worked since 15 since leaving school. Done okay I suppose in life was married, three kids now not married, still have three kids. Adults of course and a great relationship with my ex wife.
Okay, so how did you find out about me? I suppose bulletproof wealth and the coaching, how did that all happen?
When I, when I found you through, through your advertising and we initially spoke and I went through the master class, I thought this is something pretty good and obviously we spoke further and here we are.
Now what was going on for you? What was kind of missing with it all and the missing piece of the puzzle in Tony's financial world so to speak.
I really didn't know how I was going to turn this into where I need to be in three to five to eight years. I had, I really had a look at it and I just thought well okay, I'll just keep plodding along, paying lots of tax, contributing to super, maybe buy another property, maybe make some good money on the one that I'm holding, the ones that I'm holding and cross your fingers but I thought there's got to be more to it than that, there's got to be smarter ways and, and that's what we've been able to map out a bit of a path.
So today what concerns or doubts did you have about finally biting the bullet with me?
I wanted to not spend the money for the right sort of professional skills. But you get to that point and where you've got to make that commitment and I can assure anyone moving forward that's the least of your worries. You get your money back very quickly.
You mentioned then you've seen a few shifts, you talked about the vision. So what are the significant changes? I suppose have you noticed since we've been working together and what's happened?
I've got more clarity around what I want. Because what I thought I wanted and some of the things I didn't know I wanted are now very clear and apparent.