Money coaching can reduce stress and build wealth


Life is hectic enough. As a professional and entrepreneur I understand that managing your financial affairs can be stressful and time consuming.

My goal is to alleviate some of this stress by helping you establish an efficient money management framework that is self-sufficient and secure.

Implementing an organised cash flow system empowers you with more time and money to do the things you love. This is achieved by having a greater understanding of where your money is going and what your figures are — just like if you were CFO of your own company. This will ultimately lead to more efficient and effective financial advice strategies, increasing the probability of you achieving your ultimate goals in life.

What is money coaching?

  • 6 sessions over 6 weeks of my devoted time, with the ability to access more sessions when required.

  • Reduce financial stress by having your very own Money Machine — a personalised and automated bank account structure so every dollar has a job to do.

  • Become a more mindful spender after completing the 28 Day Challenge.

  • Identify your money values and how to overcome conflicting values within yourself and/or your partner.

  • Save your time by having 12 months access to top notch, safe and secure software that links to your bank accounts, assets and liabilities to automatically update values and reconcile your transactions, so you don’t need to spend time manually checking your actual spending against budgeted spending.

  • Be financially well organized at tax time with a ‘ready to go’ list of tax deductible expenses to give to your accountant, saving you in accounting fees and lost receipts.

  • Motivate you and your partner to save towards your savings goals.

  • Discuss and explore your money memories as a kid and how to change any money blocks this may have with your relationship with money as an adult.

  • Empower you by explaining basic financial terms and simple formulas to become financially free.

  • Still have funds available so you don’t feel like you’re missing out on the finer things in life.


How is money coaching different to financial planning?

Financial advice is a long term, trusting relationship. It starts with identifying your 3 year and 10 year goals before providing a financial road-map that outlines the action plans, namely financial strategies.

Financial strategies generally include all financial elements such as investment and portfolio construction, superannuation, retirement planning and pension strategies, aged care strategies, tax, asset protection, insurances, estate planning and debt management.

If you refer to my 5 Steps to Financial Freedom, financial advice looks at steps 2, 3, 4 and 5.

Money Coaching is all about your cash flow and spending habits. We ignore all other financial elements to allow us time to delve in to where your money is going; and how to make it into a more efficient cash flow system.

If you refer to my 5 Steps to Financial Freedom, Money Coaching focuses on Step 1.

Who is money coaching for?

Money coaching is for everyone, but I’ve designed this program with professionals in mind.

Have you ever wondered why the world’s greatest athletes still have coaches — even when they appear invincible?

Notice that even the world’s most successful business people still have mentors?

As we grow, we never stop learning; no matter how successful or experienced we become.

Knowledge is power. Money coaching will provide you with greater awareness that will establish efficiencies and a positive money mindset to help you achieve your end goal with wins along the way to enjoy — no matter your current financial situation.


How can I receive money coaching?

The time I devote to my money coaching clients is a unique offering by a financial planner, hence this course is via invitation only.

After we have completed the 90 minute Discovery Session whereby we map out your current financial situation and your 10 year and 3 year goals; we will then discuss and agree to whether you’re ready to start financial advice, or to start money coaching first — or do both at the same time.

Would you like to know more? I’m only a 15 minute phone call away.