Retire With Clarity, Control, and Peace of Mind

Most people retire on guesswork. You don’t have to.

Upgrade to the complete digital bundle — the same framework I use with my private clients, families holding $5M–$15M portfolios, plus exclusive bonuses for extra certainty and support.

“We’ve engaged financial planners in the past to little or no success. The book, to me, is making real sense rather than engaging another financial planner that just seems like another five or ten thousand dollar exercise that’s just going to get us nowhere.”

- Andrew & Melissa, Hamelin Bay

What You Get Today (Instant Digital Access)

  • 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.

Proof From Readers Like You:

  • 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

365-Day “No Regret” Guarantee

If Swimming With Sharks doesn’t give you clarity and confidence, email [email protected] within 365 days for a full refund. No questions asked.

Where Should I Send Your Digital Copy?

Contact DetailsWhere Should We Send Your Login?
Payment DetailsUpgrade Your Order & Save!

Copyright © 2025 Swimming With Sharks Privacy Policy Terms of Use Disclaimer Refund Policy

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