If this is the first you've heard of The Leveraged Advice Firm, this might be the most important page you read this year.

We stand on the cusp of a once-in-a-generation shift in the way advice is valued and delivered, and the business models that support it.



Leveraged has been designed specifically for forward-thinking financial experts who want to feel excited about the future.

  • Investment Specialists with a genuine gift.
  • Financial Coaches wanting to help more people.
  • Accountants who see deeper client engagement as the future.
  • Brokers who want more than just a great sales process.
  • Mature Firms ready to make changes and take your clients with you.
  • Financial Experts who loves what you do and can add value to people and their money situation.


All you need to add to get results...

A commitment and desire to find better ways to operate.

The drive to implement and make it happen.

A strong motivation to create a business that both delivers great value to clients AND is commercially successful.

A positive "I will make it work" attitude.

A willingness to be part of something that's bigger than just one practice.


Over 100 training modules with a vast library of tools, templates, processes and more across the nine areas that create the leveraged business model.

Claim back a day a week starting next week with simple tech and productivity strategies.
Increase fees and convert more clients by diagnosing blocks in your client engagement.
Get leads more easily by identifying the missing parts of your sales funnel. 
Stop wasting money on ineffective social media and spend where it'll work best.
Hand over five processes, train successors and start doing what matters.
Change the way you work for the better with smart tech and non-tech time savers.
Be ready to outsource from  next month and hand over more of what holds you back.
Create a fee model in 90 mins and transition clients new and existing onto starting now.
Retain and scale your service model, getting on the foot with client management.
Template it all, including visual tools, communications and more.
Nail your technology for once and for all, by building the right tech stack for your firm.
Renovate your Review process and make it the experience you've always wanted it to be.

Strategies that get results in the first month, first fortnight, first week, and shift your world now.


9 Strategic Areas, 80+ modules, 100+ hours of video, hundreds of tools, 1,000+ lessons.

All supplemented by...

 Video training

 Ready made templates

Examples & use cases

Supplementary resources

Proven concepts

Practical frameworks

 Step-by-step methodology

Continually refreshed content

Actionable plans


I'm Stewart and I fix businesses.

We could delve into the psychology, but let's just say I do what I do because it's hard wired. 

When a small business is successful, it has a positive ripple effect, giving freedom, opportunity and a remarkable life. When it goes wrong, well, let's just say that's how I discovered why I do what I do.

My chosen field for this unconscious expression of a deeper need is professional services. I've been working with advice firms for two decades in all the spaces you'd expect.

But there's more. At heart I'm a tech nerd and I've invested more time than anyone I looking in places where more coaches don't, playing at the edges, mashing up ideas to create breakthroughs and turning that into great content.

This is my thing.

My end game is that you get to keep doing what you do best successfully for many years to come, and you get to live a remarkable life because of it.

Leveraged is the how.


#1 To shortcut years of trial and error, and move straight to implementation.

#2 To avoid wasting time going down dead ends that don't work in advice.

#3 To get ahead of this wave of change whilst you still have the opportunity.

#4 To stop wasting time you don't have trying to decide what you need to do.

#5 To fast track creating a business that enables you to do great work you love.

#6 To move beyond surviving and keeping up, and into thriving and winning.


""All in all, it is still about results and it's delivered, from the concept stage to the final outcomes""

James Williamson
Millhaven Financial

"I would not hesitate to recommend it to anyone serious about taking their business to the next level"

Catherine Stewart
Vue Financial

""The program has completely turned my thinking around about business and how we need to market to clients. I can not recommend it highly enough for providing a platform for success""

Geoff Whiddon
Dome Financial Group

""We come to work excited about the work I've got ahead of me and confident in the activities we're running and we've progressed fast!""

Michael & Jason Chew
Orange Wealth

"I have not made a business decision that has had greater impact on my business"

Paul Stoddart
PRS Partners

"It's about really good content, not "ra-ra-ra" coaching. It provides really good, practical things you can implement in your business straight away"

Reuben Zelwer
Adapt Wealth

"Without [it] we wouldn’t be the much happier team that are all doing what they love day in and day out."

Simon Enger
DollarGrowth Financial Group

"Loving the program. What a beast! I really like the fact that I can learn and implement at my own pace and refer back if I missed something or to re-visit."

Luke Dalziel-Don



Click through your preferred option above for more information on how to get started


​The course content is designed for financial advice businesses, progressive accounting firms, and future focused mortgage brokers who are interested in finding ways to generate leads more effectively (particularly using online methodology), convert them more easily, onboard clients, overhaul pricing and service offers, improve their client experience, work better with insourced and outsourced teams, systematise and use technology better, and get more personally productive.


Essentially, if you're looking for ground-breaking tools to help you reinvent your advice model and overhaul your existing business, it's designed for you.

​The online program contains the very same tools, templates, and training as offered on the main course.

The only real difference is within the main course, members get access to personal coaching, as well as full community access including our live events.

Essentially, we've taken the content part of Leveraged and made it available to a wide audience.

​Like anything, the amount of time you put in will dictate how quickly you can implement. 

When working with people on the full program, we usually recommend two to four hours a week is a good investment of time, whereas six to eight hours will see you fast track your progress.

However, if you feel like time might be an issue in your business, this is not something we haven't come across before. We have a number of modules in there, often which we start work with businesses on, designed to help them free up the five to 10 hours a week they might need to try to make change.

Membership is for either a 12 weeks or 12-month period, depending on the course.

Just to be open about it; upfront payment provides you with the membership. The monthly instalment option is a way to spread the cost over time. it's not a month to month fee.

There's two reasons for that.

First thing, we want people to go in there and work through the content at the right pace, not try and consume it all in one go. It simply doesn’t work.

Secondly, we’ve found through years of experience that coaching works best when people make a commitment.

I want you to undertake this as a project to transform your business and I know that when courses are offered within open-ended date, such as with Udemy or other courses, the likelihood of people not undertaking the action increases. 

If you like to read more about this, check out Parkinson's Law on Google to see the impact of not having an end date on the amount of effort put in.

Essentially, we make it available for a period because it's a coaching course and we want you to get results, not just collect information.

If you’re not sure about making a commitment, then that’s why we also offer Sprint.

Because I want you to get results, not just buy a course.

This is about taking lessons learned from our full Leveraged Advice Firm Program and sticking to the playbook that gets results. 

Due to Parkinson's Law and a bunch of psychological factors, courses which are offered with an open-ended date, tend to be "collected" and often never implemented. There's no urgency to work on them. 

I want there to be urgency. I want you to apply this to get a result and therefore we have a set duration for program membership.

That's not to say that you won't have availability of some of the content afterwards as many of the tools and templates you can download for future reference.

In addition, because I'm adding new content each month, it's less of a static course and more of an evolving support system.

The curriculum is based on the same three-pillar nine-strategy scope as the main program.

  • Attracting new clients, incorporating lead generation and marketing, new client engagement, and mastering the on-boarding of client
  • Strategies to improve your service offer and scale it, improve pricing and profitability, and build a memorable client experience.
  • Resourcing your business up, including getting your team to work more effectively together, embracing outsourcing, systematising using technology well, and personal productivity. 

We also have a areas covering project management and implementation methodology so that not only do you have the content, but you have a clear framework and structure, the same one we use in a full program for getting results.

The number of modules you consume at any one time will depend on a few factors including:

  • how much time you commit,
  • the resources available in your business,
  • how motivated you are to getting things done, and
  • how good you are at implementing.

Most businesses aim to work on between one and three focused projects each 90 days. Sometimes different people in the business may focus on different things.

However, a general rule of thumb the bigger the change you're trying to embed, the fewer things you might want to work on. If in doubt, go low.

Unlimited is useful in this way, because you always have the chance to dip in when needed.

Absolutely not. In fact one of the main motivators for Online and the mini-programs was to be able to offer much of what we've done in our main course to a wider audience including advisers from the US, the UK, South Africa, Canada, and a number of other areas where advice is growing. 

Essentially, the core elements of the program from lead generation to client engagement, servicing, and a host more, are very much portable across the other industries. There may be some terminology and regulatory but regardless of whether we're talking about country to country, state to state, or business to business, variations occur even when businesses working in the same town.

During the first 30 days, if you're not happy for whatever reason, drop us a line at [email protected] and we'll refund everything.

Yes it is - please keep your receipt from Stripe as proof of payment. The total fee you paid include 10% GST.


You just pay the difference between the new course price and the price you've already paid. 

If you choose to pay by instalments, your new instalment payment will simply increase at the next month and your membership period if greater than six months will not reset.


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