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The Profit Upgrade Intensive

April 2 @ 9:00 am - 2:30 pm UTC+0

Your Invitation

The Profit Upgrade Intensive 

5 Key Principals To Increasing Your Profit &
How to Shift Your Performance In The Next 90 Days.

Date: Wednesday, April 2nd
Location: Gosford Sailing Club
Time: 9:00 AM – 2:30 PM

Plans are nothing; planning is everything.” – Dwight D. Eisenhower

What to Expect?

  • Boost Profits Without Extra Work: Identify high-margin clients and put your energy where it delivers the most value.
  • Cut Losses on Low-Value Work: Transform or eliminate low-margin clients to prevent resource drain.
  • Achieve More with High-Trust Relationships: Strengthen credibility, reliability, and connection to enhance collaboration, build influence, and accelerate business success
  • Turn Trust into Performance: Use proven trust-building strategies to improve communication, align teams, and drive higher productivity.
  • Strategic Project Selection: Focus on three high-impact projects that deliver 80% of results.
  • Effective Quarterly Planning: Set up a 90-day roadmap with actionable steps to keep you accountable and minimise distractions.

Lana Ratapu | Trusted Advisor Network and Founder Your Business Realm

Shaun O’Farrell | Director & Financial Planner, Fortunity

What’s on the Agenda?

  • The Segmentation Model – Focus on high-value clients for smarter growth.
  • The Margin Sweet Spot – Maximise profits with the right pricing and efficiency.
  • The Trust Factor Formula – Build stronger relationships and achieve more.
  • The 90-Day Scale Plan – A clear strategy to accelerate business growth.
  • Clarity & Momentum – Finish the financial year strong and set up for success.

+ Special Guest Hot Seat

Learn from a leading financial expert on mastering your financial journey.

Shaun O’Farrell, Director & Financial Planner at Fortunity, brings over 20 years of experience helping business owners, retirees, and families protect, grow, and manage their wealth. In this session, he’ll share essential strategies to safeguard your money, take control of your finances, and build a secure future.

Who This Is For?

Business Owners…

Ready to increase profits, reduce stress, and tackle challenges with confidence.

Business Leaders…

Who see strategic planning as the key to unlocking their next level of success.

Teams…

Driven to push their limits, collaborate, and achieve bigger goals together.

Investment

  • Tickets: $149 per person or $249 for two, incl. GST.
  • Partner referral special rate: $129 per person or $229 for two.
  • Clients: Complimentary.

Includes: 

  • Workbooks & Resources – Practical tools to apply strategies immediately.
  • Morning Tea & Lunch – Enjoy a great meal while you learn and connect.
  • World-Class Business Strategies – Proven methods to grow, scale, and succeed.

Ready To Shape Your Future?

Turn your vision into reality.

Join a welcoming community of business owners committed to creating a business that truly supports their lives.

Together, we’ll explore strategies and tools to drive your business forward with confidence and purpose.

Register Below

We proudly donate $25 from each ticket to Destiny Rescue to support their fight against child trafficking.

NOTE: Please select “Add Promotion Code” on the payment page for the referral discount…

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Details

Date:
April 2
Time:
9:00 am - 2:30 pm UTC+0

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