Our Approach

Guiding You to Greatness

Attitude

If you, like many of us, spend more time at work than doing the things you love, with the people that matter, then you are not getting life right.

Getting your finances in order. Planning for the future. Making sure the basics are covered. That’s a great start. But it’s only half the picture. It’s time to change your attitude and give yourself permission to live. Not to stress to save, to never sleep and only sometimes smile. But to really live. To embrace life in all its beautiful glory, challenges and possibilities.

Remember how it felt to feel good? Remember that dream you had when you started your business, relationship, project or investment? Correlation adjusts your attitude through combining life legacy lessons, personal development with financial planning and wealth creation. We’ve spent years mastering the art of playful profitability.

Discover how to change your attitude towards wealth and wellness. Let’s Play!

Assessment

Because we combine life development with financial planning to get you on the right track (not the fast track) to living your legacy – starting from a point of transparency, self reflection, sharing and dreaming is critical.

Click and complete our assessment document, or connect with us and we will complete the assessment with you. We really are here for you, every step of the way. With your goals and dreams defined, we will use our unique set of skills and products to create a solution that builds your legacy.

Then, we will walk the journey with you, until the change becomes the norm. Let’s begin!

Action

We are not aligned to one specific financial services firm. We do not favour one product, service or solution over another. We are fiercly independent and will remain so. We have chosen this path so that we have the flexibility and scope to create your action plan for your life, your legacy. We will not force you into a box or lead you down one path. We will create a solution that works for you, within your budget, towards your dream destination. Creating time is aspirational but very achievable. This is your action plan. And action will be required. We will guide you. We will support you. We will empower you.

But we cannot do it for you. Let’s do this!

Achieve

Success means different things to different people. Success is not one ultimate prize, but a series of small wins along the way. Whether you measure achievement in wealth, time, love, travel, impact, change, knowledge, space, sleep or health, your Correlation Coach will pause at each milestone – reminding you to celebrate the small wins. Practice gratitude. Develop life skills. Embrace change. Make a difference. Plan for the unexpected and Live that Legacy.

Click here to request more info about our products, programmes and partners that we’ve selected and developed over many years to ensure that we deliver on our promise to you. Become a part of the Correlation Community and you will live a richer, more rewarding life. Defined by you. Designed by us. Let’s succeed!

A Testimonial: "Thorough & Thoughtful"

"I have had the privilege of being inspired by Jason Yutar for many years. Our relationship goes beyond client-advisor to one of meaningful exchange. Jason cuts through the fluff - is direct, thorough and results-oriented. I appreciate his ability to challenge my thinking, processes and purpose. While financial and personal growth are the outcomes, the journey itself has been, and continues to be, one of great joy."

In April 2018, my life took a turn when I received a retrenchment letter from my company after 11 years of service. I was devastated and was faced with some new challenges. I was 'forced' to make some life decisions. I needed an objective point of view and a sounding board as well as the necessary tools to deal with my disappointment and loss. Jason provided the support I needed - demonstrating both sympathy and empathy. He guided me by actively listening and assisting me in making MY OWN decisions. Although I was still nervous, I walked away better equipped to deal with my situation. Today I no longer feel as if I failed - but rather that I gained insight into how I can deal with life issues. Thank you Jason, for your professionalism, kindness and emotional intelligence.

I am a sceptic of coaching and past experience has shown that many coaches are there for the quick buck and have no real interest in any form of a deliverable. Jason on the other hand explained exactly what he was doing and that everything was based on me and not on him. From the outset, Jason took me from a sceptic to a believer as he went through the process, he engaged me on a level that allowed me to move from one point to another, he supported the process by following up regular, he stayed present and ensured that he was well prepared for our meetings. Jason used the conscious coaching method and the results speak for themselves, not only did he guide me but allowed me to change what I previously did not believe could be changed.

Click to start your journey