What is a financial coach?

Differing from a financial adviser who would advise you in taking the money you have built and use it to grow more. I am the one who helps you grow that money in the first place. I help you to establish clear goals, implement systems, focus, grow and improve decision making processes so that you can master wealth building skills for life.

Which package suits you best?

Finance Systems Audit

$197

For when you feel like money is leaking from invisible holes in your business.

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Finance Systems Audit

Is a lack of organisation and systems in your business and personal finances, energetically disrupting your flow and ability to increase your income?

Is it time to find and plug the holes so you can finally level up?

Together we will find and address your biggest financial pain points and prescribe the right tool, system or plan to help you implement and improve your financial procedures.

Money Confidence Academy

$747 12 Month Membership or $75 per Month

Enjoy a money transformation by embracing both personal and business finance strategies, systems, mindset and support through my online Money Confidence Academy.

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Money Confidence Academy

Tired of just ‘surviving’ on your unpredictable income and struggle with debt? Wish you knew how to break the cycle of paying off the past, so you can enjoy the present and start looking after your future instead?

You will find a new confidence in your unpredictable income, knowing you have money in your bank waiting for your bills to arrive.

A realistic and achievable plan for your goals and dreams.

Cashflow systems to handle the extreme ups and downs of business income without stress.

In this program you will learn:-

  • How to save more money
  • Your best strategy to eliminate your past debts
  • Systems you can put in place to escape the paycheque to paycheque cycle
  • Business Budgeting
  • How to create (and stick to) your own personal budget

Includes:

  • 8 Module Personal Finance Fundamentals Course
  • 10 Module Profit First Business Fundamentals Course
  • Monthly live workshops with Q&A
  • Access to previous masterclass recordings
  • Supportive Facebook community

Join me at early bird price of $747 to receive 12 months assess to the Money Confidence Academy for the price of 9.

Super Early Bird registration closes at 9pm Wednesday, 28th February with payment plan prices going up to $97/month

First modules unlock 5th March. First workshop is scheduled for Tuesday, 20th March at 1pm AEST.

Business Cashflow Package

$167/month

Perfect for a growing business who need to get their business cashflow systems organised and increase profits.

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Free Introductory Call

Package Includes:

  • Profitability assessment report
  • 45min kick-off meeting
  • x2 additional 30 min check in/ accountability calls
  • quarterly 30 minute strategic sessions
  • Profit First transfers & allocation systems
  • Access to Profit First University
  • Profit First core chapters
  • Unlimited email support

Business AND Personal Finance Transformation Package

$997 upfront for 3 months or 3 monthly payments of $444

The hardest part of managing our personal finances as a business owner is by far, the unpredictable nature of our income…

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Free Introductory Call

I will have you feeling calm about your money like you are simply bobbing up and down in a gentle boat instead of feeling like you are crashing against the rocks in the waves.

You can become money confident knowing you have money in your bank account sitting and waiting for your bills to arrive.

Know you have a realistic and achievable plan for your money to achieve those life goals and dreams.

Implement cashflow systems to handle the extreme ups and downs of business income without stress and worry.

Let me take your hand and support you as we journey together.

Includes:

  • x6 Fortnightly online accountability calls
  • Business profit health check and benchmark
  • Household finance analysis
  • Goal mapping
  • Aggressive debt reduction strategies
  • Business cash management system implementation
  • Suitable personal budget management techniques & systems
  • Software training & customisation if applicable
  • Quarterly re-assessment and strategy sessions
  • Unlimited email support

VIP Day

$1000 plus travel costs

Perfect if you are short on time and want to get your personal and business finances sorted in just one dedicated day.

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Free Introductory Call

This package can only be booked after we have first had an introductory call together.

My VIP day can be conducted online via Zoom or Skype or arranged as a face to face session.

Before the big day I have a worksheet for you to complete and reports to be provided so I can crunch some numbers for you and begin the session with a report and overview of where you are currently at.

Then we work together to find where you would like to go by listing your dreams and turning them into achievable and realistic goals.

Next is the strategy session. Here I share tools and systems you can use to help you along the way to achieving those goals and dreams.

Before we finish up I will leave you with some action steps for you to take and help you implement all you have learned to your own business, life and situation.

The VIP Day is $1000 with any travel and accomodation costs extra.

None of these packages quite suiting your needs? I am more than happy to create a custom package to suit your business and/or personal circumstances.

It all starts with a call…

Let’s chat…
Free Introductory Call

Please note: I am not a tax agent, financial planner or financial adviser. I also do not give general or personal advice on financial products. Clients who are ready for investing or who need life insurance and superannuation products are referred to a Licensed Financial Advisor.