How SAN began

We are about to be part of the most significant intergenerational transfer of wealth in Australian history – $3.5 trillion over the next twenty years and most are not prepared for this.

Scott developed the idea for SAN from his original Financial Advice clients who wanted more than just ‘advice on their finances’. They wanted direction and they wanted all of their issues being attended to and controlled by one group/person. In the past Advisers have promoted and sold from their swim lane but often they have played this Professional Friend role with neither party fully aware and for no specific reward.  So too Advisers have done a poor job on the whole demonstrating to clients that they have the skills and capabilities to create and take Individuals and Families on the ‘holistic’ journey.

The SAN program provides Advisers with the tools, skills and capabilities to broaden the conversation with Individuals and Families and to create a plan to deliver the client’s vision with the highest degree of probability and the lowest amount of risk.

Future Clients want their SAN Adviser to know how to think about all their problems,  construct a lifetime plan and drive them, the family and the business from ‘Chaos to Greatness’.

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Who We Are

Brian Fitzpatrick

Emotional Intelligence Coach & Facilitator

Carolyn Bryant

SAN Head of Programme

Paul Crane

Business Coach

Leanne Manning

Support & Administration

What We Do

Benefit from an extensive learning, mentoring, training and coaching program with a “4-Fold Return”

4 x Wealth

Upcoming Events

Wednesday, 19th February, 10AM AEDT
14th & 15th May 2025

What Our Clients Say