Sean Dunne - Dominium Capital

Sean Dunne - Dominium Capital Paving the way for a more prosperous life, at every stage. If you have any business advisory needs at all, please do not hesitate to get in touch!

Business Victory is Dominium Capital's Business Coaching service offered to all Small- to Medium-sized business owners.

03/09/2026

Youโ€™ve built a successful business. But what have you built outside it?

In this Origin to Ambition conversation, Peter Mercuri makes a simple but important point: a business plan without a personal plan is only half a plan.

Sustainable cashflow should ultimately create and protect wealth beyond the businessโ€”giving you clarity about WHAT you want, WHEN you want it and WITH whom.

Is your business creating genuine personal choice?

Book a Discovery Session via the link in our bio.

๐—ฌ๐—ผ๐˜‚ ๐—ธ๐—ป๐—ผ๐˜„ ๐—ฒ๐˜…๐—ฎ๐—ฐ๐˜๐—น๐˜† ๐—ต๐—ผ๐˜„ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—บ๐—ฎ๐—ธ๐—ฒ๐˜€ ๐—บ๐—ผ๐—ป๐—ฒ๐˜†. ๐—•๐˜‚๐˜ ๐—ฑ๐—ผ ๐˜†๐—ผ๐˜‚ ๐—ธ๐—ป๐—ผ๐˜„ ๐—ต๐—ผ๐˜„ ๐˜๐—ต๐—ฎ๐˜ ๐—บ๐—ผ๐—ป๐—ฒ๐˜† ๐—ถ๐˜€ ๐—ฏ๐˜‚๐—ถ๐—น๐—ฑ๐—ถ๐—ป๐—ด ๐˜„๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—ณ๐—ผ๐—ฟ ๐˜†๐—ผ๐˜‚ ๐—ฎ๐—ป๐—ฑ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ฎ๐—บ๐—ถ๐—น...
01/09/2026

๐—ฌ๐—ผ๐˜‚ ๐—ธ๐—ป๐—ผ๐˜„ ๐—ฒ๐˜…๐—ฎ๐—ฐ๐˜๐—น๐˜† ๐—ต๐—ผ๐˜„ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—บ๐—ฎ๐—ธ๐—ฒ๐˜€ ๐—บ๐—ผ๐—ป๐—ฒ๐˜†. ๐—•๐˜‚๐˜ ๐—ฑ๐—ผ ๐˜†๐—ผ๐˜‚ ๐—ธ๐—ป๐—ผ๐˜„ ๐—ต๐—ผ๐˜„ ๐˜๐—ต๐—ฎ๐˜ ๐—บ๐—ผ๐—ป๐—ฒ๐˜† ๐—ถ๐˜€ ๐—ฏ๐˜‚๐—ถ๐—น๐—ฑ๐—ถ๐—ป๐—ด ๐˜„๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—ณ๐—ผ๐—ฟ ๐˜†๐—ผ๐˜‚ ๐—ฎ๐—ป๐—ฑ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ฎ๐—บ๐—ถ๐—น๐˜†?

A new client said something recently that immediately caught my attention.

โ€œOur goal is $10 million.โ€

Not for a bigger house, nicer car or to impress anyone.

Their reason was simple:

โ€œ๐—œ๐˜ ๐—ด๐—ถ๐˜ƒ๐—ฒ๐˜€ ๐˜‚๐˜€ ๐—ฐ๐—ต๐—ผ๐—ถ๐—ฐ๐—ฒ๐˜€.โ€

I call that ๐—ผ๐—ฝ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น๐—ถ๐˜๐˜†.

Then they admitted something else:

โ€œTo be honestโ€ฆ we donโ€™t really understand how our income works.โ€

Successful business owners. Growing business. Young family. Bold vision.

Yet they werenโ€™t entirely sure how money flowed between the business, themselves and their family.

Thatโ€™s more common than you might think.

So before investments, superannuation, structures or eventually exiting the business, we came back to my ๐—ง๐—ต๐—ฟ๐—ฒ๐—ฒ ๐—™๐—ผ๐˜‚๐—ป๐—ฑ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€:

โ€ข ๐—–๐—ฎ๐˜€๐—ต๐—ณ๐—น๐—ผ๐˜„ โ€“ understanding where the money goes.
โ€ข ๐—”๐˜€๐˜€๐—ฒ๐˜ ๐—–๐—ฟ๐—ฒ๐—ฎ๐˜๐—ถ๐—ผ๐—ป โ€“ building wealth outside the business.
โ€ข ๐—”๐˜€๐˜€๐—ฒ๐˜ ๐—ฃ๐—ฟ๐—ผ๐˜๐—ฒ๐—ฐ๐˜๐—ถ๐—ผ๐—ป โ€“ protecting what youโ€™ve built.

Then we could talk about the bigger picture.

Could we build $10 million?

I genuinely think we can.

But the more important question is:

๐—ช๐—ต๐—ฎ๐˜ ๐˜„๐—ถ๐—น๐—น $๐Ÿญ๐Ÿฌ ๐—บ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป ๐—ฎ๐—ฐ๐˜๐˜‚๐—ฎ๐—น๐—น๐˜† ๐—ฎ๐—น๐—น๐—ผ๐˜„ ๐˜†๐—ผ๐˜‚ ๐˜๐—ผ ๐—ฑ๐—ผ?

Because money isnโ€™t the destination.

Itโ€™s the tool that creates choices.

To spend more time with your children.
To work because you want to โ€“ not because you have to.
To back an opportunity.
To say โ€œyesโ€ more oftenโ€ฆ and โ€œnoโ€ when it matters.

Thatโ€™s why I ask:

๐—ช๐—›๐—”๐—ง do you want?
๐—ช๐—›๐—˜๐—ก do you want it?
๐—ช๐—œ๐—ง๐—› whom do you want to share it?

Answer those questions and the financial strategy becomes much clearer.

And the photo?

Maybe it has nothing to do with financial strategy.

But having the freedom to be in Hiroshima, in a restaurant kitchen, doing ridiculous poses with people youโ€™ve just met?

๐—ง๐—ต๐—ฎ๐˜ ๐˜€๐—ผ๐˜‚๐—ป๐—ฑ๐˜€ ๐—ฎ ๐—น๐—ผ๐˜ ๐—น๐—ถ๐—ธ๐—ฒ ๐—ผ๐—ฝ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น๐—ถ๐˜๐˜† ๐˜๐—ผ ๐—บ๐—ฒ.

๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ผ๐˜„๐—ป๐—ฒ๐—ฟ๐˜€: ๐˜„๐—ต๐—ฒ๐—ป ๐—ฑ๐—ถ๐—ฑ ๐—ต๐—ฒ๐—ฎ๐—ฑ๐—ฐ๐—ผ๐˜‚๐—ป๐˜ ๐—ฏ๐—ฒ๐—ฐ๐—ผ๐—บ๐—ฒ ๐—ฎ ๐—บ๐—ฒ๐—ฎ๐˜€๐˜‚๐—ฟ๐—ฒ ๐—ผ๐—ณ ๐˜€๐˜‚๐—ฐ๐—ฐ๐—ฒ๐˜€๐˜€?For years, growing a business often meant growing the te...
26/08/2026

๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ผ๐˜„๐—ป๐—ฒ๐—ฟ๐˜€: ๐˜„๐—ต๐—ฒ๐—ป ๐—ฑ๐—ถ๐—ฑ ๐—ต๐—ฒ๐—ฎ๐—ฑ๐—ฐ๐—ผ๐˜‚๐—ป๐˜ ๐—ฏ๐—ฒ๐—ฐ๐—ผ๐—บ๐—ฒ ๐—ฎ ๐—บ๐—ฒ๐—ฎ๐˜€๐˜‚๐—ฟ๐—ฒ ๐—ผ๐—ณ ๐˜€๐˜‚๐—ฐ๐—ฐ๐—ฒ๐˜€๐˜€?

For years, growing a business often meant growing the team.

More people. Bigger office. Bigger business.

But I'm increasingly questioning whether ๐—บ๐—ผ๐—ฟ๐—ฒ ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ automatically means a ๐—ฏ๐—ฒ๐˜๐˜๐—ฒ๐—ฟ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€.

I had a great discussion about this with Adrian Bortignon on Origin to Ambition.

In my own business, the way we're now using technology and AI has probably delayed โ€” and may ultimately remove โ€” the need for another two people.

That's not about replacing people.

It's about building a leaner, more efficient business and allowing the people already in it to spend more time doing the work where they genuinely add value.

And for me, that raises a much bigger question for business owners:

๐—ช๐—ต๐—ฎ๐˜ ๐—ฑ๐—ผ ๐˜†๐—ผ๐˜‚ ๐—ฎ๐—ฐ๐˜๐˜‚๐—ฎ๐—น๐—น๐˜† ๐˜„๐—ฎ๐—ป๐˜ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐˜๐—ผ ๐—ฑ๐—ผ ๐—ณ๐—ผ๐—ฟ ๐˜†๐—ผ๐˜‚?

For many of the business owners I work with, the goal isn't maximum headcount or maximum turnover.

It's building a valuable, profitable and resilient business that gives them greater choice over ๐˜„๐—ต๐—ฎ๐˜ they do, ๐˜„๐—ต๐—ฒ๐—ป they do it and ๐˜„๐—ต๐—ผ they get to do it with.

Bigger isn't necessarily better.

Sometimes, building a better business means deliberately keeping it smaller.

๐ŸŽ™๏ธ ๐—ช๐—ต๐˜† ๐—›๐—ฒ๐—ฎ๐—ฑ๐—ฐ๐—ผ๐˜‚๐—ป๐˜ ๐—ถ๐˜€ ๐—ก๐—ผ ๐—Ÿ๐—ผ๐—ป๐—ด๐—ฒ๐—ฟ ๐—ฎ ๐—•๐—ฟ๐—ฎ๐—ด๐—ด๐—ถ๐—ป๐—ด ๐—ฅ๐—ถ๐—ด๐—ต๐˜ โ€” with Adrian Bortignon

๐—ง๐—ต๐—ฒ ๐—ฝ๐—ผ๐—ถ๐—ป๐˜ ๐—ผ๐—ณ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฎ๐—ฑ๐˜ƒ๐—ถ๐—ฐ๐—ฒ ๐—ถ๐˜€๐—ปโ€™๐˜ ๐˜€๐—ถ๐—บ๐—ฝ๐—น๐˜† ๐˜๐—ผ ๐—บ๐—ฎ๐—ธ๐—ฒ ๐˜†๐—ผ๐˜‚ ๐˜„๐—ฒ๐—ฎ๐—น๐˜๐—ต๐˜†. ๐—œ๐˜โ€™๐˜€ ๐˜๐—ผ ๐—ต๐—ฒ๐—น๐—ฝ ๐˜†๐—ผ๐˜‚ ๐—น๐—ถ๐˜ƒ๐—ฒ ๐—ฎ ๐—ฟ๐—ถ๐—ฐ๐—ต ๐—น๐—ถ๐—ณ๐—ฒ.Grace and I were talki...
23/08/2026

๐—ง๐—ต๐—ฒ ๐—ฝ๐—ผ๐—ถ๐—ป๐˜ ๐—ผ๐—ณ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฎ๐—ฑ๐˜ƒ๐—ถ๐—ฐ๐—ฒ ๐—ถ๐˜€๐—ปโ€™๐˜ ๐˜€๐—ถ๐—บ๐—ฝ๐—น๐˜† ๐˜๐—ผ ๐—บ๐—ฎ๐—ธ๐—ฒ ๐˜†๐—ผ๐˜‚ ๐˜„๐—ฒ๐—ฎ๐—น๐˜๐—ต๐˜†. ๐—œ๐˜โ€™๐˜€ ๐˜๐—ผ ๐—ต๐—ฒ๐—น๐—ฝ ๐˜†๐—ผ๐˜‚ ๐—น๐—ถ๐˜ƒ๐—ฒ ๐—ฎ ๐—ฟ๐—ถ๐—ฐ๐—ต ๐—น๐—ถ๐—ณ๐—ฒ.

Grace and I were talking yesterday about what it means to be โ€œrichโ€.

The question that often comes up in financial planning is:

How much money is enough?

For me, a rich life isnโ€™t necessarily about having the most money.

Itโ€™s a life rich with substance, experiences, relationships and choice.

Money matters. There is a number โ€” the capital required to support the life you want.

But the number isnโ€™t the destination.

Itโ€™s what the number allows you to do that matters.

For some, being rich means accumulating as much wealth as possible. Thereโ€™s nothing wrong with that.

For others, it means living where they love, travelling, spending time with family and having the freedom to choose.

Neither definition is right or wrong.

But you need to know yours.

Otherwise, itโ€™s easy to spend a lifetime accumulating money without deciding what you wanted it for.

Thatโ€™s how I increasingly think about financial advice.

Yes, we talk about investments, superannuation, cashflow, tax, insurance and capital.

But ultimately, Iโ€™m helping clients build optionality:

The financial capacity to make choices.

To do what they want, when they want, with the people they want.

So perhaps the better question isnโ€™t:

โ€œHow much money is enough?โ€

Itโ€™s:

โ€œEnough for what?โ€

Because the answer tells us what a rich life really looks like.

๐—•๐˜‚๐˜ ๐˜๐—ต๐—ฒ๐˜†โ€™๐—น๐—น ๐˜€๐˜๐—ถ๐—น๐—น ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐˜๐—ต๐—ฒ ๐—ต๐—ผ๐˜‚๐˜€๐—ฒโ€ฆThat was a clientโ€™s response when we recently discussed whether he really needed person...
19/08/2026

๐—•๐˜‚๐˜ ๐˜๐—ต๐—ฒ๐˜†โ€™๐—น๐—น ๐˜€๐˜๐—ถ๐—น๐—น ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐˜๐—ต๐—ฒ ๐—ต๐—ผ๐˜‚๐˜€๐—ฒโ€ฆ

That was a clientโ€™s response when we recently discussed whether he really needed personal insurance.

And yes โ€” his wife and child would still have the house.

But I asked him:

๐—ช๐—ต๐—ฎ๐˜ ๐—ถ๐˜€ ๐˜๐—ต๐—ฒ ๐—ต๐—ผ๐˜‚๐˜€๐—ฒ ๐—ด๐—ผ๐—ถ๐—ป๐—ด ๐˜๐—ผ ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ถ๐—ฑ๐—ฒ ๐˜๐—ต๐—ฒ๐—บ ๐—ถ๐—ป ๐—ถ๐—ป๐—ฐ๐—ผ๐—บ๐—ฒ?

It doesnโ€™t pay for groceries, school costs, utilities, holidays or everyday life.

Do they sell it? Downsize? Invest whatโ€™s left and hope itโ€™s enough?

Then thereโ€™s an even harder question:

๐—ช๐—ต๐—ฎ๐˜ ๐—ถ๐—ณ ๐˜†๐—ผ๐˜‚ ๐—ฑ๐—ผ๐—ปโ€™๐˜ ๐—ฑ๐—ถ๐—ฒ?

What if youโ€™re permanently disabled and can no longer work?

Your income may disappear, but now there could also be rehabilitation costs, modifications to the home, paid care โ€” or your partner reducing their own work to care for you.

By the end of our conversation, his view had changed:

๐—œ ๐—ป๐—ฒ๐—ฒ๐—ฑ ๐˜๐—ต๐—ถ๐˜€ ๐—ถ๐—ป๐˜€๐˜‚๐—ฟ๐—ฎ๐—ป๐—ฐ๐—ฒ.

Personal insurance isnโ€™t about collecting policies.

Itโ€™s about protecting the people, choices and life youโ€™ve spent years building.

Thatโ€™s why ๐—”๐˜€๐˜€๐—ฒ๐˜ ๐—ฃ๐—ฟ๐—ผ๐˜๐—ฒ๐—ฐ๐˜๐—ถ๐—ผ๐—ป is one of my Three Foundations of financial advice.

๐—ฃ๐—ฟ๐—ผ๐˜๐—ฒ๐—ฐ๐˜๐—ถ๐—ป๐—ด ๐˜„๐—ต๐—ฎ๐˜ ๐˜†๐—ผ๐˜‚โ€™๐—ฟ๐—ฒ ๐—ฏ๐˜‚๐—ถ๐—น๐—ฑ๐—ถ๐—ป๐—ด ๐—ถ๐˜€ ๐—ฝ๐—ฎ๐—ฟ๐˜ ๐—ผ๐—ณ ๐—ฏ๐˜‚๐—ถ๐—น๐—ฑ๐—ถ๐—ป๐—ด ๐—ถ๐˜.

BusinessOwners

Tonightโ€™s the night. And before we head off to the awards celebrationโ€ฆIโ€™m really pleased to have been named a finalist i...
13/08/2026

Tonightโ€™s the night. And before we head off to the awards celebrationโ€ฆ

Iโ€™m really pleased to have been named a finalist in the ๐—›๐—ถ๐—ด๐—ต ๐—ก๐—ฒ๐˜ ๐—ช๐—ผ๐—ฟ๐˜๐—ต ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ฒ๐—ฟ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ฌ๐—ฒ๐—ฎ๐—ฟ category at the ๐—”๐˜‚๐˜€๐˜๐—ฟ๐—ฎ๐—น๐—ถ๐—ฎ๐—ป ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐— ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—”๐˜„๐—ฎ๐—ฟ๐—ฑ๐˜€ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ.

Recognition like this is never the goal, but itโ€™s always gratifying to know that the work youโ€™re doing is making a meaningful impact.

For me, this nomination reflects the trust that my clients place in me every day, the support of an outstanding team at Dominium Capital, and the relationships weโ€™ve built over many years.

My philosophy has always been simple: financial advice isnโ€™t ultimately about investments, tax or superannuation. Theyโ€™re important, but theyโ€™re simply the tools.

The real objective is helping people create the freedom to do ๐—ช๐—›๐—”๐—ง they want, ๐—ช๐—›๐—˜๐—ก they want, ๐—ช๐—œ๐—ง๐—› the people who matter most.

Congratulations to all of the finalists. Iโ€™m looking forward to the awards evening tonight and celebrating the profession alongside so many talented advisers.

Thereโ€™s a stage in building a business where sometimes you just have to jump.In my conversation with Ashleigh Alsadie, t...
11/08/2026

Thereโ€™s a stage in building a business where sometimes you just have to jump.

In my conversation with Ashleigh Alsadie, the Cold Calling Queen and founder of The PromoDonna, she uses a phrase that captures that mindset rather well:

๐—๐˜‚๐—บ๐—ฝ ๐—ผ๐—ณ๐—ณ ๐˜๐—ต๐—ฒ ๐—ฐ๐—น๐—ถ๐—ณ๐—ณ - ๐—ฎ๐—ป๐—ฑ ๐—ฏ๐˜‚๐—ถ๐—น๐—ฑ ๐˜๐—ต๐—ฒ ๐—ฎ๐—ถ๐—ฟ๐—ฝ๐—น๐—ฎ๐—ป๐—ฒ ๐—ผ๐—ป ๐˜๐—ต๐—ฒ ๐˜„๐—ฎ๐˜† ๐—ฑ๐—ผ๐˜„๐—ป.

Ashleigh founded The PromoDonna with $500 in the bank, a basic website and no Plan B.

She cold-called. She sold. She competed with herself. She took on clients. She built momentum.

And she built a successful business.

But one of the things I particularly enjoyed about our conversation on Origin to Ambition was what happened ๐—ฎ๐—ณ๐˜๐—ฒ๐—ฟ the hustle.

Because eventually, every successful business owner needs to understand something:

๐—ก๐˜‚๐—บ๐—ฏ๐—ฒ๐—ฟ๐˜€ ๐—ฑ๐—ผ๐—ปโ€™๐˜ ๐—น๐—ถ๐—ฒ.

You need to understand what the business actually earns.
What it costs to run.
Where the margins are.
Which clients make sense - and, importantly, which ones don't.

This is where I see a natural progression towards what we call the Three Foundations when working with business owners:

๐—–๐—”๐—ฆ๐—›๐—™๐—Ÿ๐—ข๐—ช - creating and releasing genuine surplus cashflow.
๐—”๐—ฆ๐—ฆ๐—˜๐—ง ๐—–๐—ฅ๐—˜๐—”๐—ง๐—œ๐—ข๐—ก - using some of that surplus to build wealth outside the business.
๐—”๐—ฆ๐—ฆ๐—˜๐—ง ๐—ฃ๐—ฅ๐—ข๐—ง๐—˜๐—–๐—ง๐—œ๐—ข๐—ก - protecting what youโ€™ve built, and the people who depend upon it.

Because the objective isn't simply to build a bigger business.

It's to build a business - and a financial position - that increasingly gives you choices.

๐—ช๐—›๐—”๐—ง do you actually want all this effort to create?
๐—ช๐—›๐—˜๐—ก do you want to be in a position to do it?
And ๐—ช๐—œ๐—ง๐—› whom do you want to enjoy it?

Ashleigh's journey from taking almost any client she could get to being able to say, โ€œI can play my own gameโ€, is a great example of what that evolution can look like.

A terrific conversation - and this short captures a little of it.

๐ŸŽฅ Watch the short below.



Welcome to a Bonus Archive Gem episode of Origin to Ambition with h...

I caught up with Cody Royle last week while he was briefly back home in Melbourne.Cody is a โ€œcoach of coachesโ€ - someone...
10/08/2026

I caught up with Cody Royle last week while he was briefly back home in Melbourne.

Cody is a โ€œcoach of coachesโ€ - someone who has spent years studying and working with elite coaches and leaders. And he generously spent time with me on my podcast, Origin to Ambition, earlier this year.

And it reinforced something I increasingly believe:

๐—š๐—ฟ๐—ฒ๐—ฎ๐˜ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฎ๐—ฑ๐˜ƒ๐—ถ๐—ฐ๐—ฒ ๐—ต๐—ฎ๐˜€ ๐—ฎ ๐—น๐—ผ๐˜ ๐—ถ๐—ป ๐—ฐ๐—ผ๐—บ๐—บ๐—ผ๐—ป ๐˜„๐—ถ๐˜๐—ต ๐—ด๐—ฟ๐—ฒ๐—ฎ๐˜ ๐—ฐ๐—ผ๐—ฎ๐—ฐ๐—ต๐—ถ๐—ป๐—ด.

A great coach doesnโ€™t play the game for you.

They help you see what you canโ€™t see yourself.

They challenge your assumptions.

They bring experience and perspective when it matters.

And they help you make better decisions.

I increasingly see my role as a financial adviser in much the same way.

Yes, there are investments, structures, strategies and risks to manage.

But those are the tools.

๐—ง๐—ต๐—ฒ ๐—ฟ๐—ฒ๐—ฎ๐—น ๐˜„๐—ผ๐—ฟ๐—ธ ๐—ถ๐˜€ ๐—ต๐—ฒ๐—น๐—ฝ๐—ถ๐—ป๐—ด ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ ๐—ฏ๐˜‚๐—ถ๐—น๐—ฑ ๐˜๐—ต๐—ฒ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฐ๐—ฎ๐—ฝ๐—ฎ๐—ฐ๐—ถ๐˜๐˜† ๐˜๐—ผ ๐—น๐—ถ๐˜ƒ๐—ฒ ๐˜๐—ต๐—ฒ ๐—น๐—ถ๐—ณ๐—ฒ ๐˜๐—ต๐—ฒ๐˜† ๐—ฎ๐—ฐ๐˜๐˜‚๐—ฎ๐—น๐—น๐˜† ๐˜„๐—ฎ๐—ป๐˜.

๐—ช๐—›๐—”๐—ง do you want to do?
๐—ช๐—›๐—˜๐—ก do you want to do it?
๐—ช๐—œ๐—ง๐—› whom do you want to share it?

Once you know those answers, money takes on a different role.

๐—œ๐˜ ๐˜€๐˜๐—ผ๐—ฝ๐˜€ ๐—ฏ๐—ฒ๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐˜€๐—ฐ๐—ผ๐—ฟ๐—ฒ๐—ฏ๐—ผ๐—ฎ๐—ฟ๐—ฑ.

๐—œ๐˜ ๐—ฏ๐—ฒ๐—ฐ๐—ผ๐—บ๐—ฒ๐˜€ ๐—ฝ๐—ฎ๐—ฟ๐˜ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ด๐—ฎ๐—บ๐—ฒ ๐—ฝ๐—น๐—ฎ๐—ป.

Great catching up, Cody. Plenty to think about afterwards.

One of the things I love most about being married is that, after almost 20 years together, Grace knows me better than I ...
05/08/2026

One of the things I love most about being married is that, after almost 20 years together, Grace knows me better than I know myself.

She recently gave me a copy of ๐‘ป๐’‰๐’† ๐‘ฌ๐’”๐’”๐’†๐’๐’•๐’Š๐’‚๐’ ๐‘พ๐’๐’๐’…๐’†๐’, knowing Iโ€™d probably enjoy it.

She was right.

A passage I read this week really stayed with me.

John Wooden quotes legendary baseball executive Branch Rickey:

โ€œLuck is the residue of design.โ€

Wooden explains that careful planning and preparation arenโ€™t about creating good luckโ€”theyโ€™re about removing luck from the equation.

That immediately made me think about the work I do with clients.

Life will always involve uncertainty.

Markets will rise and fall.
Businesses will have good years and difficult ones.
Unexpected things happen.

We canโ€™t eliminate luck.

But we can become less dependent on it.

Thatโ€™s why every financial plan we build starts with the same foundations:

๐—–๐—ฎ๐˜€๐—ต๐—ณ๐—น๐—ผ๐˜„ โ†’ ๐—”๐˜€๐˜€๐—ฒ๐˜ ๐—–๐—ฟ๐—ฒ๐—ฎ๐˜๐—ถ๐—ผ๐—ป โ†’ ๐—”๐˜€๐˜€๐—ฒ๐˜ ๐—ฃ๐—ฟ๐—ผ๐˜๐—ฒ๐—ฐ๐˜๐—ถ๐—ผ๐—ป.

Itโ€™s a deliberate design that aims to give people more choices, more resilience and, ultimately, more freedom.

Thatโ€™s the philosophy behind ๐—ช๐—›๐—”๐—ง | ๐—ช๐—›๐—˜๐—ก | ๐—ช๐—œ๐—ง๐—›.

Not a life that depends on getting lucky.

A life thatโ€™s intentionally built.

Purpose IntentionalLiving WhatWhenWith

One of the biggest traps in leadership is believing that your job is to have all the answers.It isnโ€™t.Your job is to cre...
03/08/2026

One of the biggest traps in leadership is believing that your job is to have all the answers.

It isnโ€™t.

Your job is to create the conditions where the best answers can emerge.

That was one of my biggest takeaways from my conversation with Cameron Schwab, who spent 25 years as CEO of AFL clubs including Richmond, Fremantle and Melbourne.

In this short clip, Cameron explains why the best leaders donโ€™t control every outcome.

They create the space for other people to step into it.

Itโ€™s a subtle distinction.

But for business owners, founders and leaders, it can completely change the way you build a team.

The question isnโ€™t:

โ€œHow do I become more indispensable?โ€

Itโ€™s:

โ€œHow do I build an environment where other people can do their best work?โ€

That shift changes everything.

๐ŸŽฅ Watch the short below, and if it resonates, the full conversation is available on Origin to Ambition.



Welcome to a Bonus Archive Gem episode of Origin to Ambition with h...

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