If this is the first time you've heard the name The Leveraged Advice Firm and you're about taking your advice firm to the next level, then this might be the most important page you read this year.

We stand on the cusp of a once-in-a-generation shift in the way advice is valued and delivered, and the business models that support it.



Forward-thinking financial experts who want to feel excited about the future.

You could be:

An Investment Specialist with a genuine gift.

A Financial Coach wanting to help more people.

An Accountant who sees deeper client engagement as the future.

A Broker who wants more than just a great sales process.

A Mature Firm ready to make changes and take your clients with you.

Other Financial Expert who loves what you do and can add value to people and their money situation.


You'll bring to the table

A commitment and desire to find better ways to operate.

The drive to implement and make it happen.

A strong motivation to create a business that both delivers great value to clients AND is commercially successful.

A positive "I will make it work" attitude.

A willingness to be part of something that's bigger than just one practice.


The full program contains over 100 training modules with a vast library of tools, templates, processes and more across the nine areas that create the leveraged business model.

Through implementing these, you'll be able to... 

Find incredibly simple ways to get back a day a week or more starting next week.

Diagnose your client engagement process so you can confidently increase your fees and convert more clients.

Instantly show you the missing parts of your marketing & sales funnel that can be filled quickly and at low cost.

Show you where you're wasting money on social media and where to spend it instead.

Identify five processes to hand off, how to train that person and give you the processes ready-made.

Identify 2-3 technology solutions to implement in the next two weeks to greatly enhance the way you work.

Ready yourself to outsource from next month and hand off things you're struggling to get done.

In 90-minutes create a fee model you can believe and transition clients new and existing onto starting now.

Change 3 things stopping your clients from understanding what you do, and get them engaged.

Put in your hands (the moment we start working) a suite of visual tools that makes it easier to explain advice.

Get clear on your message, your offer, your market, where to find them and what marketing you need..

Get clear on what you're doing right now that isn't going to help and what you should be doing instead.


The ROI from the program isn't just about now. What we we do will echo through your business for years, but it doesn't mean it's a long term project.

These strategies can be started in the first month, first fortnight, first week, and shift your world now.



✔  Video training

✔  Ready made templates

✔  Examples & use cases

Each module includes...

✔  Supplementary resources

✔  Great ideas (proven)

✔  Practical frameworks


✔  Step-by-step methodology

✔  Continually refreshed content

✔  Action plans


My name is Stewart

For two decades (since 2002), I've been helping advisers and advice professionals with their businesses.

I grew up with business. Every grandparent, uncle, aunt and both my parents were/are self-employed. I started my first (with Dad's help) at 15. It's been an obsession ever since; a road I'm always drawn back onto.

It hasn't always been easy - you'd know how challenging it is to juggle business, family and life - but from the very beginning, small business has always been there.

When it doesn't work, it's not just about the business. It affects the lives of everyone connected, as I've seen at close range. 


    ✔ You shortcut the process of research and implementation.

    ✔ You don't go down dead ends I already have.

    ✔ You get ahead of the wave of change whilst you still can.

    ✔ You don't waste time now, when time is most valuable.

    ✔ You fast track giving yourself a platform to do great work.

    ✔ You don't just survive, you thrive.


""All in all, it is still about results and it's delivered, from the concept stage to the final outcomes""

James Williamson
Millhaven Financial

"I would not hesitate to recommend it to anyone serious about taking their business to the next level"

Catherine Stewart
Vue Financial

""The program has completely turned my thinking around about business and how we need to market to clients. I can not recommend it highly enough for providing a platform for success""

Geoff Whiddon
Dome Financial Group

""We come to work excited about the work I've got ahead of me and confident in the activities we're running and we've progressed fast!""

Michael & Jason Chew
Orange Wealth

"I have not made a business decision that has had greater impact on my business"

Paul Stoddart
PRS Partners

"It's about really good content, not "ra-ra-ra" coaching. It provides really good, practical things you can implement in your business straight away"

Reuben Zelwer
Adapt Wealth

"Without [it] we wouldn’t be the much happier team that are all doing what they love day in and day out."

Simon Enger
DollarGrowth Financial Group

"Loving the program. What a beast! I really like the fact that I can learn and implement at my own pace and refer back if I missed something or to re-visit."

Luke Dalziel-Don



Click through your preferred option above for more information on how to get started


We've taken around 70 modules from the full program curriculum of 100, focusing on the ones we think are most relevant.

Online Unlimited gives you access to all 70, as they appear on the full Leveraged catalog. Basically, use what you want when you want it, plus the new 1-2 we add each month.

With Sprint, we're still drawing from the same 70, but we've "bundled" them down into around 34 bundles which make them perfectly aligned to a 90 Day implementation cycle.

​The course content is designed for financial advice businesses, progressive accounting firms, and future focused mortgage brokers who are interested in finding ways to generate leads more effectively (particularly using online methodology), convert them more easily, onboard clients, overhaul pricing and service offers, improve their client experience, work better with insourced and outsourced teams, systematise and use technology better, and get more personally productive.


Essentially, if you're looking for ground-breaking tools to help you reinvent your advice model and overhaul your existing business, it's designed for you.

​The online program contains the very same tools, templates, and training as offered on the main course.

The only real difference is within the main course, members get access to personal coaching, as well as full community access including our live events.

Essentially, we've taken the content part of Leveraged and made it available to a wide audience.

​Like anything, the amount of time you put in will dictate how quickly you can implement. 

When working with people on the full program, we usually recommend two to four hours a week is a good investment of time, whereas six to eight hours will see you fast track your progress.

However, if you feel like time might be an issue in your business, this is not something we haven't come across before. We have a number of modules in there, often which we start work with businesses on, designed to help them free up the five to 10 hours a week they might need to try to make change.

Leveraged Online gives you full access to all modules within the program. So in essence, at any point in time, you can work on multiple modules, and combine concurrent themes in order to make faster progress.

 Sprint however is designed for businesses who prefer to take it one module at a time, so you get to choose the number of modules that you work on in every 90-day period.

Membership is for either a 90 days or 12-month period, depending on the course.

Just to be open about it; upfront payment provides you with the membership. The monthly instalment option is a way to spread the cost over time. it's not a month to month fee.

There's two reasons for that.

First thing, we want people to go in there and work through the content at the right pace, not try and consume it all in one go. It simply doesn’t work.

Secondly, we’ve found through years of experience that coaching works best when people make a commitment.

I want you to undertake this as a project to transform your business and I know that when courses are offered within open-ended date, such as with Udemy or other courses, the likelihood of people not undertaking the action increases. 

If you like to read more about this, check out Parkinson's Law on Google to see the impact of not having an end date on the amount of effort put in.

Essentially, we make it available for a period because it's a coaching course and we want you to get results, not just collect information.

If you’re not sure about making a commitment, then that’s why we also offer Sprint.

Because I want you to get results, not just buy a course.

This is about taking lessons learned from our full Leveraged Advice Firm Program and sticking to the playbook that gets results. 

Due to Parkinson's Law and a bunch of psychological factors, courses which are offered with an open-ended date, tend to be "collected" and often never implemented. There's no urgency to work on them. 

I want there to be urgency. I want you to apply this to get a result and therefore we have a set duration for program membership.

That's not to say that you won't have availability of some of the content afterwards as many of the tools and templates you can download for future reference.

In addition, because I'm adding new content each month, it's less of a static course and more of an evolving support system.

The curriculum is based on the same three-pillar nine-strategy scope as the main program.

  • Attracting new clients, incorporating lead generation and marketing, new client engagement, and mastering the on-boarding of client
  • Strategies to improve your service offer and scale it, improve pricing and profitability, and build a memorable client experience.
  • Resourcing your business up, including getting your team to work more effectively together, embracing outsourcing, systematising using technology well, and personal productivity. 

We also have a areas covering project management and implementation methodology so that not only do you have the content, but you have a clear framework and structure, the same one we use in a full program for getting results.

The number of modules you consume at any one time will depend on a few factors including:

  • how much time you commit,
  • the resources available in your business,
  • how motivated you are to getting things done, and
  • how good you are at implementing.

Most businesses aim to work on between one and three focused projects each 90 days. Sometimes different people in the business may focus on different things.

However, a general rule of thumb the bigger the change you're trying to embed, the fewer things you might want to work on. If in doubt, go low.

Unlimited is useful in this way, because you always have the chance to dip in when needed.

Absolutely not. In fact one of the main motivators for Leveraged Online was to be able to offer much of what we've done in our main course to a wider audience including advisers from the US, the UK, South Africa, Canada, and a number of other areas where advice is growing. 

Essentially, the core elements of the program from lead generation to client engagement, servicing, and a host more, are very much portable across the other industries. There may be some terminology and regulatory but regardless of whether we're talking about country to country, state to state, or business to business, variations occur even when businesses working in the same town.

During the first 30 days, if you're not happy for whatever reason, drop us a line at and we'll refund everything.

Yes it is - please keep your receipt from Stripe as proof of payment. The total fee you paid include 10% GST.


You just pay the difference between the new course price and the price you've already paid. 

If you choose to pay by instalments, your new instalment payment will simply increase at the next month and your membership period if greater than six months will not reset.


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