The Waymaker Roadmap

Proven steps to build wealth and create freedom

get clarity

Get Clarity

Too often we focus on things that don’t really get us to where we want to go. Like getting out of debt, without understanding what first got you into it.

Clarifying the problems and obstacles that we’re facing is the key to removing confusion and actually moving forward.

Our Advocates guide you through a process to help you understand your finances and find out what’s holding you back.

Key Steps

  • Discover your core values 

  • Clarify the problems

  • Identify opportunities

  • Create a plan to move forward

cash flow system

Install a cash flow system

It’s the small, daily actions multiplied over time that create tremendous results. A cash flow system helps you take action on a daily basis and create good habits around your money.

Your Advocate will help you develop and implement this system. As you adopt this new system, you’ll start seeing results straight away.

Many of our Members save over $20,000 in their first year using this system!

Key Steps

  • Plan your cash flow system using our template

  • Set your allocations

  • Set up your banking system

  • Start automating your money

  • Start using your system daily within your banking app

home

Most Australian’s wealth are tied up in the value of their home. But this is not the purpose of a home. The purpose of a home is to offer shelter and security to live your best life. Many Australians trade in that security because of debt, and, as a result, they spend their lives stressed about their home instead of enjoying their life. But it doesn’t have to be this way.

At Waymaker, we believe a home can be a tool for wealth creation and freedom. You don’t have to be a slave to debt for 30 years. Whether you are saving towards your first home, or want to own your home faster, our Advocates have a plan to help you.

Secure your home

Key Steps

  • Assess your finances with our Mortgage Brokers

  • Start our 12-month ‘First Home Accelerator’

  • Purchase a suitable home

  • Make extra repayments to your home loan

  • Consider the ‘Mortgage Crusher’ strategy to accelerate your progress

wealth strategies and partners

Strategies include:

  • Purchasing a home

  • Purchasing an investment home

  • ‘Mortgage Crusher’

  • ‘Super Builder’

  • ‘Million Dollar Car’ Investment plan

  • Income protection

  • Retirement planning

  • Business coaching

  • Accounting

Now that you’ve got clarity and installed a cash flow system, you’re in a good place to start leveraging professional strategies that can generate millions of dollars to your income over your lifetime.

Your Advocate can help you understand what each strategy offers and their benefits, and connect you to the right Wealth Partner to implement each strategy.

Implement strategies

wealth tracking

The last step in the roadmap is one that lasts a lifetime. Changes will happen of your lifetime which means you’ll need to make decisions and adjustments to keep moving forward. The question to what to change and how to change is the reason why you need clarity about your finances at all times.

At Waymaker, Our Advocates help you tack all aspects of your finances; your cash flow, assets and liabilities, goals and strategies. When situations or seasons change in your life (and they will), your Advocate can help you navigate those changes with success.

Over time, you’ll get to celebrate the wins and see your Net Wealth grow exponentially.

Track your wealth

Key Steps

  • Set up your tracking inputs and metrics

  • Meet with your Advocate when problems or changes arise

  • Communicate with your Wealth Partners and Advocate who are there to help you

  • Adjust your cash flow and strategies over time get the best results

Take the first step today

More Australian’s are discovering a better way to take control of their their financial future with Waymaker.

Note: Waymaker does not provide personal financial advice. Some strategies mentioned above require personal financial advice, which are delivered by our Wealth Partners. All content is general in nature and is not financial advice.