The Vault - Elite 1:1 Coaching Program

❓What is the structure of The Vault 1:1 Coaching Program?

The Vault is an elite, 12-month one-on-one coaching partnership, created for individuals committed to achieving the highest level of financial mastery. You’ll start with an in-depth onboarding session to map your personal wealth and investment strategy.

From there, you’ll have unlimited private coaching calls, direct access to Billie, Mark, and our inner circle of experts, a private WhatsApp group, and full access to our Members Portal — including all webinars, courses, and investment resources. You’ll also receive invitations to 3 annual Investor Base Camps to deepen your education and expand your network globally.

❓Who is The Vault 1:1 for?

This program is for action-takers who want to collapse time and accelerate their journey to financial freedom. It’s ideal for those who are ready to move beyond generic advice, want direct access to experts, and prefer tailored support over a one-size-fits-all model. If you're building or re-structuring your portfolio, and you're ready to take full control of your financial outcomes—this is for you.

❓ ​Who is this NOT for?

If you’re looking for a passive, “set and forget” experience without taking ownership of your financial decisions, The Vault is not for you. This program is for individuals who understand that true wealth comes through education, strategy, action, and responsibility — not government programs or hoping someone else will save them.

❓ ​What is the cost of the program?

The investment for The Vault 1:1 Coaching Program is:💎$2,495 per month (with a minimum 12-month commitment). Due to the personal, high-touch nature of this partnership, we do not offer refunds or cancellations. Your full commitment allows us to deliver the highest level of tailored coaching and opportunity access. If you ever feel you're not getting what you need, our team is here to ensure you’re fully supported.

❓ ​What kind of results can I expect?

You’ll develop a clear Cashflow Plan within your Legacy Wealth strategy, using frameworks like the Perfect Portfolio and Wealth Pyramid. You’ll gain confidence in vetting investments, understanding your money rules, and making decisions that align with your personal financial goals—not just what’s trending. Most importantly, you'll have a coach to help you take action consistently. More than anything, you’ll gain clarity, control, and consistent action towards financial independence and legacy-building.

❓ ​What's the overall time commitment?

We recommend that you commit about 5 hours per week to your learning to ensure you progress with the outline of the coaching program. However, this course is tailored to you, so you can accelerate your progress by investing more time or taking it at your own pace.

❓ ​How do you know this will work for me?

As long as you’re open to learning new ways of doing things and willing to put in the work, you can apply the strategies to your wealth journey. You’ll also benefit from having the support of other investors, experts, and coaches who are on the same journey as you and applying the same strategies.

❓ ​Can I do this with a day job or whilst running my business?

Yes! Our program is based on working “smarter, not harder” and has worked successfully for busy entrepreneurs and people with jobs and families. Most of us started with a job, but your end goal is at some point, not having to work, right?

❓ ​Do you offer refunds or guarantees? Or what happens if I want to cancel?

We do not offer a refund or guarantee of any kind. Results vary depending on your application. If you chose to cancel within 12 months that is your choice, however, your financial commitment stands until the end of the program. If you feel you do not get the right support, contact our Community Manager who will be able to help you get the most of the program.