
Swimming With Sharks (eBook) – the complete Independent Planning-for-Results Method.
BONUS #1: 4-Hour Audiobook – listen anywhere, anytime.
BONUS #2: Companion Workbook – apply the method step by step.
BONUS: Your Retirement Questions, Answered — exclusive recorded session where I respond to real reader challenges with practical answers
BONUS: Your Family Timeline — a focused resource that lines up your plan with real-life milestones
👉 All digital. All instant. No shipping, no waiting.
“You’ve thought more deeply about these subjects than most financial advisers. The Value Chain exercise helped me revalidate my purpose.”
— John, Melbourne, VIC
“The way you laid out the fundamentals — ‘house with five rooms’, the timeline of family, and the ‘must-haves’ — gave us real clarity and direction. The workbook has been a valuable companion.”
— Ian & Jill, Kew, VIC
“This was a structured way to discuss things we don’t tend to discuss. We’re both on the same page now. Transformational.”
— C&M, Beaumaris, VIC





Swimming with Sharks is a registered trading name of Independent Financial Advisers Australia Pty Ltd ABN 61 601 365 904