VIP Wealth Mastery
SECURE YOUR WEALTH TRAININGS
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01 – Program Rules (Onboarding Call)
Get started with the Secure Your Wealth Program by understanding the essential guidelines and expectations. This onboarding call provides a comprehensive overview of program rules, key milestones, and available resources. It ensures you’re well-prepared to fully engage with the program and optimise your journey towards securing and growing your wealth.
02 – Quarterly Online Mastermind
Connect with peers and experts in wealth management. These collaborative meetings offer an opportunity to share insights, discuss challenges, and explore advanced strategies for securing and growing your wealth. Each session provides valuable updates and actionable advice, helping you stay on track and make informed decisions throughout the year.
03 – Mindset Trainings
Unlock the power of a wealth-building mindset with our dedicated training sessions. This module focuses on developing the mental frameworks and attitudes essential for achieving financial success and resilience. By enhancing your mindset, you'll learn to overcome limiting beliefs, embrace opportunities, and make strategic decisions that support your wealth goals.
UNDERSTANDING ASSET CLASSES
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01 – Precious Metals
The asset class which has stood the test of time. Learn how to leverage precious metals in the balanced portfolio to protect you against unforeseen events and hedge against traditional markets.
02 – Stocks
Owning portions of businesses or industries is essential in creating a portfolio that can grow in good and bad market conditions, learn how to use stocks as part of the permanent portfolio to create generational wealth.
03 – Real Assets
Explore the fundamentals and investment potential of real assets, including real estate, infrastructure, and natural resources. Delve into the benefits and risks associated with tangible assets, offering insights on how to effectively incorporate them into your investment strategy. Gain a thorough understanding of valuation methods, market trends, and practical approaches to building a robust portfolio of real assets.
BUSINESS ACQUISITION
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01 – Venture Investing
Join Stephen Petith as he guides you on the process he personally uses to acquire businesses to generate cashflow
02 – Business Acquisition Case Studies
While knowledge is great, putting knowledge to work is even better. In this module you’ll find real life assessments of companies and opportunities bought forward by members of the Wealth Mastery Program.
GOING OFFSHORE
To become a sovereign individual, you must build your life, wealth and assets beyond your home country so you’re not limited to one jurisdiction. Learn the steps required to do this in this section.
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01 – Introduction to Going Offshore
In this module, we share a balanced perspective on going offshore and why you may consider it for your situation if you’re looking to become sovereign. This gives you an overview to help you get your head around the idea of going offshore.
02 – Second Passports & Residencies
Having a Plan B option is fast becoming an essential in today’s economy. Not only does having a second passport and/or residency protect you from potential disaster, but they also expand your opportunities, freedom and lifestyle. This module teaches how you can acquire a second passport and residency, as well as looks into various jurisdictions you may consider depending on your goals and situation.
03 – Offshore Banking
If you’re looking to add more layers of protection, security and diversification to your wealth plan, setting up an offshore bank account is a great step for you to take. There are many benefits. This module explores different ways you can safely and legally bank offshore and shows you how to get started in the space.
04 – Moving Offshore and Building Global Wealth
Discover the strategies and benefits of relocating your financial activities and assets offshore. This module covers essential considerations for establishing a global presence, including legal frameworks, tax advantages, and wealth protection strategies. Learn how to navigate international regulations and build a diversified, global portfolio to enhance your wealth and security across borders.