Financial & Business Advice

Taking your success to the next level

It's time to ADULT

 

Book a phone call now to talk through our financial planning and business advice programs, to determine what will suit you best.

Book Phone Call

Life’s Pinch Point

$660

one off

  • 90 Minute Session
  • Expert Guidance
  • Session is recorded
  • Up to 2 Pinch Points
  • Basic Financial Report

Addons $990 each

  • One-off superannuation advice
  • One-off insurance advice 
  • Financial model prepared per scenario
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Complete Financial World

$550 - $1,100

per month depending on complexity

  • Uncover your Goals
  • Detailed Research & Analysis
  • Strategy Meeting
  • Optimisation of Chosen Path
  • How to Bulletproof your Future
  • Tailored Investment Portfolios
  • Full Implementation of Advice
  • Detailed Financial Modelling
  • Comprehensive Financial Plan
  • Interactive Online Wealth Portal
  • 12 Month Program
Learn More

Business Advisory

$1,250 - $2,100

per month depending on complexity

  • Everything in Complete Financial World
  • Strategic Review of Business
  • Culture Analysis
  • Long-Term Business Planning
  • Setting Strategic Priorities
  • Implementation Guidance
  • Pricing & Product Review
  • Exit Strategy
  • 12 Month Program
Learn More

90-Minute Session to drive success

You will have the opportunity for a 90-minute online session with award-winning Financial Expert Dominique Bergel-Grant. This is your chance to focus on what is holding you back from moving forward.

This 90-minute session is to help you through a pinch point you are facing in your LIFE or business. If you are looking for expert guidance, however, you are not yet ready to engage for long-term support then this is the ideal starting point for you.

Enquire Now

90-Minute

Session

 

 

Focus on Your

Pinch Point

 

 

Session Is Recorded

So You Can Focus

On The Meeting

 

Secure Online

Platform Delivery

 

 

Tailored Advice to Build Your Financial Plan

LIFE is about a lot more than just money and your definition of success will be different to the next person or couple. The reality is, the most financially successful people have an expert financial planner at their side to keep them accountable, a clear plan for where they're headed, and yearly implementation of new strategies.

If you're ready to ADULT and be accountable to your future self, start now.

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Initial Phone Call

A 15-minute phone call to make sure you’ve selected the right package.

Engagement Proposal

You will receive a formal engagement proposal confirming costs and what advice will be provided.

Discovery Meeting

You will have a 90-minute discovery meeting.

Strategy Meeting

A 90-minute Strategy meeting.

Advisory

A 90-minute advice presentation meeting.

Q&A session

A 90-minute question and answer session.

Implementation

Implementation of advice.

Ongoing Support

Move to ongoing advice support. 

Your Wealth Portal

How we deliver outstanding service that keeps us all accountable to achieve your financial goals.

Align your Business & Personal Worlds

There are a lot of potential rewards in owning your own business, however the harsh reality is that 80% businesses simply close with no financial reward. Our goal is to help you build a business plan that rewards you personally for the risk you take ensuring your years of hard work grow your personal wealth.

What we know for sure is that aligning your business and personal goals unlocks the potential of your business by giving you both financial and personal rewards.

The business plan then provides us the framework to set strategic objectives that we update every 90 days holding all parties accountable. 

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New Perspective

Our role is to give you a fresh perspective on your business, identify gaps, explore opportunities and build a clear strategic plan that not only builds a successful business, but also enables you to achieve your personal goals.

Sales Growth & Lead Generation

We will work with you to develop the right marketing strategies so you can control lead generation, implement automation and technology to enable scale, and build a team culture that accelerates growth and gives you back time.

Love Your Numbers

By giving you the tools to help navigate how to balance your personal and business finances, you can build the wealth you deserve, reclaim your business mojo, and start living your life!

Meet Your Financial Expert

Dominique Bergel-Grant

Dominique is a multi-award winning Financial Adviser and a leader in the Financial Industry. She is regularly called on by the media for her trusted expertise.

Her long-term clients all value her openness and straightforward approach, which provides them clarity about their future.

Enquire Now

© 2021 Leapfrog Financial Pty Ltd T/A Leapfrog LIFE ABN 58 150 202 716 (Level 1, 50 Yeo Street Neutral Bay NSW 2089) is a Corporate Authorised Representative (405156) of Crown Wealth Group Pty Ltd ABN 22 603 037 510 (Level 1, 58 Pitt Street, Sydney 2000) Australian Financial Services Licence number 494274 and a Corporate Credit Representative (405376) of Australian Finance Group Ltd ABN 11 066 385 822 (Level 7, 32 Walker Street North Sydney NSW 2060) Australian Credit Licence 389087