At Coady Performance, our mission is to set you on the path towards financial freedom. That journey begins with a 50-minute call via Zoom, designed to help us understand how best we can assist you.

What We’ll Cover in Your Call:

  • Immediate Financial Concerns: Whether it’s budgeting or debt management, we’ll briefly discuss any urgent financial questions you have.
  • Snapshot Assessment: Get a quick overview of your current financial habits.
  • Investment Insights: A brief discussion about your current investments, to gauge if they align with your long-term goals.
  • Fee Efficiency: An initial look at any current advisory fees you’re incurring, with suggestions on how you might reduce them.
  • Personalised Guidance: Receive an introductory roadmap tailored to your financial situation and objectives, to better understand how our services can benefit you.

How to Book Your Call:

  1. Select a convenient date and time from our Calendly options.
  2. Complete our quick pre-meeting survey.
  3. Complete the payment.
  4. That’s it! We’ll take care of the rest, and you’ll receive a Zoom link for your scheduled session, once payment has been made.

Unlock the door to your financial future. Schedule your call today.

If you ever have the opportunity to work with Mike Coady, or learn from him please promise me that you will grab the chance with both hands!

Mike is simply on another level. His enthusiasm, attention to detail and depth of knowledge is unsurpassed, and I could not recommend him more highly.