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.

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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!

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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.