Harry Goldberg

Purpose Advisory

Silver
6 Yrs Experience
Alexandria, NSW 2015

I was on an incredible money-making career trajectory. I was receiving so much praise in every role and each step was another 20-50% pay rise. I was the youngest high net worth financial adviser in Westpac Premium & my future was looking bright. I was enjoying it too but it wasn't working.

I put on too much weight, my marriage wasn't great, I had limited connection with close friends. I had very little energy or motivation outside of work. I needed to make a change...

Honestly, at first I wanted to make huge amounts of money, have the fancy car, nice watch, custom trimmed suit and hold meetings in swanky offices where clients feel lucky to be there. I was good with money and good at telling people what to do.

Financial Advice made sense.

And then I went on a personal development journey, challenged all my values and my purpose was finally clear: I wanted to support people in living amazing lives...

...but I was a cog in a giant profit-driven machine. My role was no longer what I hoped (to empower clients), it was the last thing I wanted (to sell products).

So I committed everything within myself to find a way to genuinely improve peoples' lives.

Our biggest assets are our time ⏳ and energy ⚑

The majority of our waking time is spent at work πŸ‘©β€πŸ’ΌπŸ‘¨β€πŸ’Ό, trying to make money πŸ’ΈπŸ’°, to have things πŸ€‘ to impress inauthentic people πŸ™…β€β™‚οΈπŸ™…β€β™€οΈ.

And when our responsibility increases (marriage, mortgage, direct reports, children...). It's no longer so easy to simply:

  • Change our money beliefs
  • Focus on investing
  • Say "I quit!"
  • Communicate effectively with colleagues
  • Get back in shape
  • Improve your relationship
  • Spend time with friends
  • Enjoy life more

πŸ’°As a financial adviser, I can see SO many people work SO hard to have enough money so they can stop working instead of using money to be able to live the life they love.

πŸš€As an empowerment coach, I can see that they hold onto their outdated thinking because of fear.

Advice is telling you what to do.

Coaching is empowering you to make the right decisions.

Most people:

😑Make key decisions from a place of frustration and burnout with bad outcomes?

😒Take limited action and be miserable in career, finances, relationships & health?

We empower clients to get educated, attain clarity and then make the right decision from the right frame of mind.

Want to build wealth intelligently?

Want to be less stressed by money?

Want to live a more purposeful & meaningful life?

Expertise

  • Superannuation
  • Insurance Protection
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We are refreshingly upfront with our fees and listen them all on our website. View our most up to date PA Services Guide at https://purposeadvisory.com.au/overview

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualifications
    • Bachelor of Commerce (Economics)
    • Bachelor of Commerce
  • Language spoken
    • English

Purpose Advisory

B1, 13-21 Mandible St
Alexandria, NSW 2015

Opening hours

  • 9:00am – 6:00pm Monday – Thursday
  • 9:00am – 5:00pm Friday
  • 9:00am – 3:00pm Saturday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Cobalt Advisers Pty Ltd

AFSL 512550