Unlock $10K–$20k p/m in Sustainable Income in Retirement

Why I built this (and why it matters to you)

To give you a clear, tax-efficient plan to generate $10K–$20K per month in sustainable retirement income and put you on track to retire 5 years early — without sacrificing your lifestyle or making rushed decisions around company shares or super.

I’m personally selecting a small group of senior tech executives and founders to help build this future with a clear strategy and expert support.

🔍 How do we do it?

Through a combination of personalised financial strategy, equity optimisation and direct support from my team and I.

Phase 1: Clarity & Quick Wins

1. 90-Minute Financial Roadmap Session

Get a complete audit of your financial position — including cash flow, RSUs, super, investments, and loans. We identify your top 2–3 action steps and reveal the most significant wealth leaks holding you back.

2. Custom Retirement Readiness Score

Know exactly where you stand today about your early retirement goal. This gives you a clear, measurable indicator of what’s working and needs fixing — no more guesswork.

3. RSU & Equity Compensation Review

Understand the smartest way to handle your RSUs, ESPP, and equity comp. Avoid costly tax surprises and learn how to convert company shares into stable income on your timeline.

4. Superannuation Strategy Optimisation

Maximise your super’s potential by using the right mix of concessional (pre-tax) and non-concessional (post-tax) contributions. This alone can shave years off your retirement timeline and reduce your taxable income.

5. Debt Recycling & Loan Structuring Plan

We show you how to reframe your home or investment loans to reduce bad debt and recycle it into tax-deductible, income-generating investments.

Phase 2: Strategic Planning & Execution

6. 60-Minute Strategic Recommendation Session

We walk through the big picture — a preview of your complete Early Retirement Blueprint. You’ll see the direction of the plan and what your retirement income potential could look like.

7. Early Retirement Blueprint (Delivered in 30–45 Days)

This is your fully tailored, step-by-step roadmap to retiring 5 years earlier with confidence. It includes:

• Cash flow and income modelling
• Tax-efficient equity & RSU plan
• Debt Recycling & Loan Structuring
• Superannuation & Investment strategy optimisation
• Retirement income forecast

You’ll also receive direct access to me throughout this phase for questions, feedback, or clarity as we build your blueprint.

8. Tax-Efficient Investment Plan

A tailored investment portfolio that balances growth and income, aligned to your time horizon, lifestyle needs, and tax position. Your money is working smarter, not just harder.

9. Legacy & Estate Structuring Guidance

Make sure your wealth is protected and passed on the way you intend. We’ll guide you on smart structuring to avoid unnecessary tax or conflict down the line.

10. Optional Ongoing Implementation Support

If you choose, we’ll help you execute every step of your plan — managing your investments, monitoring cash flow, adjusting for life changes, and ensuring you stay on track to your retirement goals.

💳 Payment Plan

✅ No payment for the first 2 sessions.
💰 $2,750 once you’re ready to receive your complete Early Retirement Blueprint.
🔁 Cancel anytime during the planning phase if it’s not delivering value.

🔒 Our Guarantee

If you don’t walk away from Sessions 1 and 2 with a clear roadmap, insight, and confidence in your financial future — you don’t pay a cent.
That’s our Clarity or Don’t Pay Guarantee.

👥 Who This Is For

This is for you if:
✅ You’re a senior tech professional or exec earning $300K+.
✅ You have home equity, company shares, super and want a clear plan.
✅ You’re serious about retiring early and want expert help to do it.
✅ You value clarity, structure and taking action with confidence.

This is not for you if:
❌ You’re not in a financial position to make long-term plans.
❌ You want a quick fix or a cookie-cutter strategy.
❌ You’re not open to reviewing and improving your current setup.

🔜 Ready to retire with confidence?

Let’s create your Early Retirement Blueprint—backed by data, strategy, and decades of experience with clients exactly like you.

👉 Book your free strategy call now

OR

👉 Book your free Financial Road Map session now

Spots are limited to 6 per quarter.

🎁 Bonus

Sign up this month and receive immediate access to our Early Retirement Tax Playbook — smart strategies to reduce tax on equity, boost super and fast-track your retirement savings.

Looking forward to helping you build your path to financial freedom,

Mike Sikar
Principal Financial Adviser & Mortgage Broker

P.S. Spots are limited to 6 each quarter.

If you’re even slightly interested, let’s chat — worst case, you get clarity. Best case, you get your life back, sooner than expected.