vlv·
I’m ready to scale

VLV Roadmap

Will your business growif you took a month off?

If not, would you like it to?

Claim your free 15-minute Strategy Call

Built by the operator who scaled a firm 9 → 50+ team, automated 1.5M client tasks, and built the systems behind $22M+ in client revenue.

30 days
to the plan in your hands
100% back
if we miss day 30
2 firms
at a time

Track record

9 → 50+ team members as interim Group CEO
5× revenue at Pivot Wealth
1.5M client tasks automated in 2025 alone
$22M+ client revenue on the team and systems I built
$350K/mo in advice upgrades
Exit at 29 sold my stake May 2026
6 board seats across industries

The problem

Sound familiar?

If you’ve built a financial services firm past $2M and it still can’t run a week without you, this may seem familiar. The day-to-day ticks over. The growth only moves when you push it. And the whole thing runs on your memory and a couple of seniors, not on anything written down.

01

The big calls still wait for you

The unhappy client, the new hire, the campaign waiting on sign-off.

Anything non-routine still routes through you. The decisions that move the business sit in a queue with your name on it, and somewhere along the way the team learned to ask and you learned to answer. Adding people added management load instead of capacity.

02

A holiday means something breaks

Or growth stalls while you’re gone.

You get back and the day-to-day was okay, things got done. But the growth was sitting where you left it, because nobody owned it in your absence. So the next trip gets shorter, or it doesn’t get booked at all.

03

The know-how lives in people’s heads

Hardly any of it is written down.

The same job gets done differently depending on who’s doing it. When someone leaves, or just takes leave, the knowledge takes the trip with them. You’re the single biggest point of failure in the business, and a couple of seniors are next.

04

More time, more money, more freedom. That was the deal.

You took the risk so you’d end up with more of all three than a job would ever give you.

If right now you’ve got less of all three, that’s backwards. And it’s not your fault. What you did got you here, and it worked. The old way just won’t get you to the next level, and the fix isn’t working harder inside it.

Are we the right fit

Is this right for your firm?

Under $2M, don’t do this yet. The roadmap is built for a financial services firm that already has something real to scale. Past that line, here’s the honest split.

A fit if
You run a financial services firm doing $2M to $10M, with revenue that recurs.
12 to 50 team members, and you still own the majority of it.
The big calls still route through you, and a real holiday means a phone that doesn’t stop.
You’d back yourself to act on a straight answer once you had one.
Not a fit if
You’re under $2M. Come back when you’re past it, and take the free stuff in the meantime.
You sell products off a shelf. This is built for financial services firms that sell advice, planning or implementation.
You’re in crisis. This is built for a plateau, and a rescue is a different job.
You want someone to run the business for you. The roadmap puts the next twelve months in your hands, and your team builds from there.

Results

Numbers don’t lie.

Pivot Wealth

Scaling the team without sacrificing the quality of their advice.

9 → 50
team scaled
1.5M
tasks automated in 2025
SMA

A money education app for those not ready for financial advice.

5,000+
members
$2M+
upsells driven
The Wise Group

“I have never seen my business this clearly.”

— Vitaldi Cooray, CEO, The Wise Group

< 3 days
entire client journey mapped
10
hires planned using your Money Printer Model
Rev IQ

From idea to product in 90 days.

< 30 days
to first paid users
1M+
social impressions pre-launch

How it works

Start to end in under 30 days.

The clock starts the day your prep work lands, so it’s yours to start. Every session gets locked in at kickoff, like dentist appointments.

01Step 1

Kick-Off

We sort what’s needed from you, get you into the members portal, and lock every meeting in upfront.

02Step 2

Clarify

We check our read on the business and map your goals from three months out to three years.

03Step 3

Strategy

We sequence your goals into a costed plan, what gets fixed first, what it costs, what can wait.

D30Day 30

Install Roadmap

The next twelve months in build order, with costs, in your hands, and one quick win built live before the month is out. Yours to keep whether you build with us or not.

Your end is the prep work at the start, the sessions we lock at kickoff, and answers to our questions inside 24 hours. We do the rest.

What you walk out with

One plan to make the firm grow without you.

Four pieces, each built on your numbers, and yours to keep whether you build with us or not.

01 / 04
First touch
Qualify
Onboard
Deliver
Renew

Who you’ll work with

Tim Lea
Tim Lea
Founder & partner · vlv·
Scaled Pivot Wealth from 9 to 50+ team members and 5x’d revenue as interim Group CEO.
Australia’s Most Awarded Financial Advice Firm (2025). AFR Fast 100.
Automated 1.5M client tasks in a year. Built the team and systems behind $22M+ in client revenue.
Co-founded a business that drove $350K/month in advice upgrades, and sold my stake at 29.
Six board seats across industries, none of them strategy theatre.

The guarantee

The whole roadmap, done inside 30 days, or your money back.

The 30 days start the day your prep work is submitted. After that, all you need to do is two things: attend the sessions we locked in at kickoff, and ensure your team answers questions inside 24 hours. Do your part and this is 100% getting done. The month is planned session by session before this timer starts, and I don’t kick off a sprint we can’t finish. And if we miss anyway? You get every dollar back inside five business days, and you keep everything we’ve put in your hands. The bonuses alone are worth >$5,000. The worst case is a free look inside your own business, on us. The best case is the roadmap on day thirty with a quick win already running.

Are you confident you’ve got the best tech stack?

FAQ

Questions.

Most of the consulting I’ve watched ends as a diagnosis with a slide deck. The deck describes the problem, sketches half a solution, and the building gets left to you.

The roadmap is the opposite shape: a score built from your own data, a firm-wide scorecard, and the next twelve months in build order with costs against each step. All of it stays in your hands whether we keep working together or not. And if the month is missed, the guarantee above says what happens: every dollar back, and you keep the lot.

Your end is the prep work at the start, the sessions we lock in at kickoff, and answers to our questions inside 24 hours. We do the rest.

If even that won’t fit your diary in the next month or two, it makes sense to wait, and there’s no penalty for waiting.

The pattern I work on shows up the same way across financial services. An advice firm, an accounting practice, a mortgage or finance broker, a wealth or insurance shop. When every non-routine call routes through the founder, they look much the same from the inside. The inputs change, the logic doesn’t.

If you sell advice, planning or implementation and the revenue recurs, the model fits. If you sell products off a shelf, it doesn’t, and I’ll tell you so at the application stage.

The roadmap is yours either way. Hand it to your team and build it yourselves, or if we both want to keep going, the build is the year after that, where we put it in place together.

Nothing on this page is contingent on choosing the second option.

Yes, in writing, in the guarantee block above. The whole roadmap done inside 30 days or your money back, and you keep everything we’ve put in your hands.

The conditions sit with it: prep work starts the clock, the sessions get attended, questions answered inside 24 hours.

Because I’m the one in every session and the one building everything, and two at a time is the most I can run properly.

Firm one and firm two get me start to finish. Firm three gets the same roadmap without me in every room. If both spots are filled when you apply, you’ll see it on the page, not find out after.

I was the person a whole business ran through, and I got out the other side. I scaled Pivot Wealth from 9 to 50+ team members and 5x’d revenue as interim Group CEO. Australia’s Most Awarded Financial Advice Firm in 2025, AFR Fast 100 along the way. I automated 1.5M client tasks in a year and built the team and systems behind $22M+ in client revenue, the systems that outlived me.

I co-founded a business that drove $350K/month in advice upgrades and sold my stake at 29. Six board seats across industries since. The thing I’m scoring your firm against is the thing I’ve built.

This time the business is your asset, not your job.

Thirty days. The next twelve months in build order. Yours to keep.

Claim your free 15-minute Strategy Call

two firms at a time · money back if we miss day 30

VLV RoadmapClaim your free 15-minute Strategy Call