Work
with us
We take on a limited number of clients at a time. This short application shows if we are the right fit.
Next
steps
You apply in about five minutes.
Your income range, what you already own, your biggest money challenge and what success in 12 months looks like.
We review it within 24 hours.
We read every application ourselves to check that MTWI is the right level of advice for you.
You may be invited to a free call.
A 15-minute clarity call with our lead consultant, then a clear proposal if it is a fit.
Before you
apply
Financial planning is a 12-month retainer, typically $2,500 to $10,000.
The fee depends on the depth your situation needs.
We ask about budget openly because the retainer needs real commitment from both sides. If it is not the right time, the DIY strategy session or our free tools are a good place to start.
Your
application
Be honest: there are no wrong answers, and it helps us prepare for your call. We reply by email or WhatsApp.
“I have been able to take control of my finances and make better decisions in terms of budgeting, saving and investing.”