AI Wealth Architect — Founding Member Beta Intensive
Beta Founding Member Pricing — 10 Spots Only. Closes when they're gone.

Founding Member Beta · Starts Monday 9 June 2026

Run Your Wealth Like a
Chief Financial Officer.

A six-week live program for Australian women who are done leaving their financial future to chance — or to someone else. With AI as your tool.

I Want a Founding Spot

10 spots · Monday nights · Replays available

You're successful
in so many ways.
And yet.

You earn well. You work hard. You're capable in every area of your life. But when it comes to your finances — really knowing your numbers, making deliberate investment decisions, having a plan that's actually yours — something keeps getting in the way.

It's not that you can't do this. It's that nobody has ever shown you how to do it in a way that accounts for the real stuff — the money stories, the avoidance patterns, the emotional charge that comes with looking at your bank account.

That's what this program is about. The inner game and the outer game. With AI doing the heavy lifting so you can actually keep up with it after the program ends.

01

"I earn good money but I'm not really sure where it all goes."

The salary arrives. Life happens. The month ends. Repeat.

02

"I've left my finances to my partner, my accountant, or future me."

Delegation felt sensible at the time. Now it just feels like a gap.

03

"Investing feels like it's for people who already understand it."

Property, shares, super — you nod along but privately aren't sure of your own position.

04

"Retirement is closer than I'd like. And I haven't done the maths yet."

The number you'd need. The number you have. The gap between them.

"Stop flirting with your financial future and just commit already. Your future self is waiting to buy you a drink."

Where you are now
  • Avoiding your bank account
  • Vague anxiety about the future
  • Spending without intention
  • Super is somewhere, doing something
  • No clear financial plan that's yours
  • Wealth feels like other people's territory
Where you're going
  • Running weekly CFO money dates
  • A real number for financial freedom
  • Spending that reflects your values
  • Super strategy reviewed and active
  • A 90-day wealth roadmap in your hands
  • AI working for your wealth every day

Former financial planner.
Long-term investor.
Financially free.

I spent years inside the financial planning industry. And I kept noticing the same thing: the real problem was never the numbers. It was the relationship women had with their numbers. The stories they'd inherited. The avoidance. The discomfort that made the whole subject feel easier to leave to someone else.

The industry had no tools for any of that. So eventually I left.

I'm a former financial planner and accountant who has invested across five different strategies over twenty years. I'm now financially free. I built this program because the one I'm describing didn't exist — and I think it should.

Note: I'm no longer a practising financial planner or accountant, and nothing in this program constitutes personal financial advice. What I do is help you use AI to build your own strategy, understand your numbers, and ask better questions of the professionals in your corner.

  • Residential property
  • Australian and global shares
  • ETFs (including leveraged strategies)
  • Options strategies
  • Self-Managed Super Fund (SMSF)
  • Qualified accountant (former)
  • Licensed financial planner (former)
  • 20+ years personal investing experience
  • Financially free — I live what I teach
  • Based in Sydney, Australia

"I left financial planning because it only ever dealt with the external stuff — the numbers, the products, the plans. It never touched the internal stuff. The money stories. The beliefs. The nervous system's relationship to wealth. I built the program I wish had existed."— Michelle

What happens inside
AI Wealth Architect

Six live Monday night calls. Inner game before outer game. By design. Each week builds on the last — and AI is woven through all of it.

Calls run Monday nights from 7:30pm AEDT, 60–90 minutes each including hot seat coaching. Weekly homework 30–60 minutes. A five-minute daily wealth activation each morning. All calls recorded — replays available.

Week1

Vision & CFO Identity

"I'm allowed to want more."

  • Define your financial freedom number — specifically, for your life
  • Introduce the seven levels of The Wealth Ascent framework
  • Step into your CFO (Chief Financial Officer) identity
  • Write your Declaration Card and AI Wealth Activation Script
Week2

Emotional Safety & Money Patterns

"I feel safe looking at, spending, and receiving money."

  • Your nervous system and its relationship to money
  • Surface and shift the money stories running the show
  • The seven-day money thought diet
  • The Prosperity Game — a daily practice to rewire your relationship with wealth
  • AI-powered emotion coaching and personalised scripts
Week3

Financial Clarity

"Now I can actually see what's going on. Without judgment."

  • Your complete wealth snapshot — net worth across everything you own and owe
  • Use AI to quickly and easily categorise and analyse your spending
  • Values-based expense audit: "Does this spend reflect who I'm becoming?"
  • Emotional processing after seeing your numbers — this is why we did Week 2 first
Week4

Financial Systems & Money Dates

"I'm back in control of my money."

  • Cash flow allocation that actually works for your life
  • Weekly, monthly, quarterly, and annual money dates
  • Money and relationships — the conversations nobody teaches
  • Debt strategy: what to pay down, what to leverage, and in what order
Week5

Strategic Wealth Architecture

"Now I'm thinking like a CFO."

  • Super strategy — proactive, specific, and EOFY-ready
  • Tax planning: the exact questions to bring your accountant before 30 June
  • The CFO Retirement Readiness Framework — what you actually need before you can stop working
  • Use AI to model your financial freedom number and timeline
Week6

Growing Your Wealth

"I'm building wealth. Intentionally."

  • Brainstorm income opportunities with AI — expand what's possible
  • Five investment strategies introduced — use AI to review your current approach and explore a personalised option
  • Use AI to explore a super investor copycat portfolio
  • Your personalised 90-day wealth roadmap
  • Celebration — you read your Week 1 intention and see how far you've come

Everything you need.
Nothing you don't.

6 Live Monday Night Calls

7:30pm AEDT, 60–90 minutes each. Hot seat coaching is part of every call. Replays available within 24 hours.

Your Personal AI Wealth System

A suite of AI tools built for your financial life — inner game coaching, spending analysis, wealth modelling, and more. No tech experience needed.

Daily Wealth Activation

A five-minute morning practice to anchor your CFO identity and set your financial intention for the day. Takes less time than making coffee.

Google Worksheet Templates

Financial Task List, Financial Wins tracker, cash flow allocation worksheet, and spending audit — ready to use from Week 1.

Private Community

A small, private Facebook group of women doing the same work at the same time. Cohort energy is real — and surprisingly powerful.

Weekly Homework

30–60 minutes each week. Practical exercises that apply what you've learned directly to your own numbers, not a case study.

The Do The Work
Guarantee

Attend 5 of 6 calls. Do the work. Feel the difference.

If you attend at least five of the six live calls, complete the weekly homework, and at the end of the program you genuinely don't feel it was worth every cent — I'll refund you in full. No awkward conversations. No hoops to jump through.

You can request a refund any time up until one week after the final call. That gives you the full program plus a week to sit with it before you decide.

Choose Your Experience

When this program opens publicly it will be priced at $1,997. Founding members pay significantly less.

10 founding spots · First call Monday 9 June 2026

The Intensive

$997

Full program access. When this opens publicly: $1,997.

  • 6 live Monday night calls (7:30pm AEDT, 60–90 min)
  • Hot seat coaching in every session
  • All calls recorded — replays available
  • Your personal AI wealth system
  • Daily wealth activation practice
  • Google worksheet templates (4 included)
  • Private Facebook community
  • Weekly homework with feedback
  • 90-day wealth roadmap at completion
  • Do The Work money-back guarantee
Claim My Spot — $997

📅 Call Schedule

Monday nights · 7:30pm AEDT · Starting 9 June 2026
Six consecutive Mondays: 9 June · 16 June · 23 June · 30 June · 7 July · 14 July 2026
Can't make a call? No problem — every session is recorded and replays are available within 24 hours.
If Monday nights don't work for a majority of the cohort, we'll review the day together before confirming.

AUD prices inclusive of GST. Payment plans available on request — email [email protected]

The ones you're
actually wondering.

I'm not a financial beginner — will this still be valuable?

Yes — particularly because of the AI layer. Even women with solid financial knowledge find that when AI is introduced as a personal analysis and strategy tool, it opens up a level of depth and personalisation that general financial education never reaches. You'll also do the inner game work that most financially-literate women have skipped entirely — and that's often where the real breakthroughs are.

I already have a financial planner. Do I still need this?

Yes — and you'll become a significantly better client. This program builds your financial literacy, confidence, and strategic thinking so you can direct your adviser rather than simply defer to them. Many women with financial planners still have no real idea what's happening with their money. That changes here.

Is this financial advice?

No. This is financial education and coaching. Michelle is a former financial planner and accountant but is not currently practising in either capacity. Nothing in this program constitutes personal financial advice for your specific situation. What you will get is the knowledge, frameworks, AI tools, and confidence to make better decisions — and to ask much better questions of the professionals around you.

Do I need to know how to use AI?

Not at all. Everything is walked through step by step. If you can use Google, you can use the AI tools in this program. The technology is simple — what matters is how we use it to analyse your specific numbers and situation.

I'm embarrassed about where my finances currently are. Will I have to share everything?

No. Your numbers stay private — you work with them yourself using your own AI tools. In the group, you share only what you choose to. What I can tell you is that this cohort is a carefully selected group of women who are all starting from a place of honesty, not perfection. The embarrassment lifts quickly when you realise you're not alone.

What if I can't make a live call?

All six calls are recorded and replays are available within 24 hours. You can submit questions in advance and they'll be addressed on the call. Note that the money-back guarantee requires attendance at five of the six live calls — replays count for homework but not for the guarantee condition.

Is this only for women in their forties and fifties?

The program is designed with Australian women in mind — but the right age is the age at which you decide you're done leaving your financial future to chance. If that's you, you're welcome here.

10 founding spots · Monday 9 June 2026

The best time to start
was five years ago.
Tonight works too.

You've been meaning to sort this out. This is the program that makes it happen — the inner work, the systems, the AI tools, and a small group of women doing it alongside you.

Reserve My Founding Member Spot

Questions first? Email [email protected] — happy to chat.

Michelle is a former financial planner and accountant. She is not currently practising in either capacity and does not hold an Australian Financial Services Licence. Nothing on this page or in the AI Wealth Architect program constitutes personal financial advice. Always consult a licensed financial adviser for advice specific to your circumstances.