Would you like to be
Financially Happy?

Financial Coaching: Support, guidance and inspiration
leading to a bright financial future.

Through the financial coaching process, you will create a clear path to your compelling vision, build strong financial habits and reduce your money stress.  

Creating more financial options while avoiding the big mistakes. 

A bright financial future awaits. 

We help you and your loved one to fully manage and control the money around you. 

Financial coach: About me.

Our Process

  • Discovery

    Firstly a free 30-minute confidential discovery session. Establishing where you are now and what outcomes you are looking for. It also helps us work out if we are the right fit for each other.

  • Planning

    If it looks like we are a match we can see what sort of financial coaching package would be best. A one-off strategy session or a series of meetings to reach your goals.

  • Support, Guidance & Inspiration

    Dedicated time to review your financial situation and future goals. A safe space to discuss where things are going well or where improvements might be needed. Here you will be spending time with your financial ally (me😊).

Sessions

How the session/s work

Each session and client is different but a broad framework for our process will look like this:

Explore

Exploring your goals

What would you really like to do with your life, now and in the future? Would you like to travel, start a family, buy a house, change career and ultimately make work optional? What role will money play in these goals?

Understand

Understanding your current situation

What is your current financial reality? How does where you are now lead to the future you want? What are your current strengths and weaknesses around money? What habits are leading to or leading you away from your goals?

Discuss

Exploring what your options might be

What could you do to get to where you want to be? Could you earn more? Are you spending your hard-earned money on the things you really love? Could your money be working harder for you? Are you able to cope with any bumps in the road?  Are you investing in yourself?

Planning

Putting a plan in place

What will you do first, second and third? What challenges might you face and how to overcome them? Where could you get more help and support as needed? How we can support you on this journey. 

What you will get:

Dedicated time to look into your financial situation and future goals in a safe, confidential and relaxed environment.

Access to knowledge and guidance for you to explore your options. 

A clear vision of what a good life looks like to you.

An action plan with clear steps to reduce your stress and start your journey to financial freedom.

A financial ally to help guide, support and inspire you along the way.

What do we cover:

Whats your big dream? What do you really really want? And how can we get you there

Money management. Where does it all go and are you happy about that? Whats coming in and how much of that do you keep? What are the ways you can spend and save our money in better ways.

Your net worth and how to grow it. How much money do you have and where is it? After adding up everything you own and owe what are you left with? 

How much is enough? How to figure out and plan your ideal lifestyle costs. How much is enough for you to make work optional? 

Avoiding disaster and reducing stress. How to protect yourself from bumps in the road, build an emergency fund and prepare for when things go wrong.

Money mindset: What beliefs and habits you have and how they affect what you earn, keep and spend your money on.

Debt. The good (?) the bad and the ugly.  What you might do with the debt you currently have and how to avoid it in the future.

Investing. Once you have your finances under control, an emergency fund and protections against disaster in place what next to grow your wealth? How to start investing the simple way. 

How to retire early or make work optional. How to make work optional much earlier than 65! (if that’s of interest?)

What is the outcome?

Through the financial coaching process, you will gain

a clear plan how to reach financial freedom, 

reduce stress, money worries and 

develop wealth building habits that will keep compounding for years to come. 

Leading to a Financially Happy life. 

A bright financial future awaits. 

Support
Guidance
Inspiration

Still not convinced?

Then I guess you have 3 options

1. Carry on as you are, keep getting the results you have always gotten. Hows that working out for you so far?

2. Wait for your luck to change. Maybe a massive windfall is on its way somehow some way!? Hmmm luck is not a strategy though is it. Probably, like for most people no one is going to come to your rescue.

3. Give us a call. Contact us for a free 30 min confidential conversation. Start building your bright financial future now.

The upside is taking a massive step towards a stress free Financially Happy life.

The downside is your continuing drift into financial problems, money stress and uncertainty about your future.

Send us a message below and start building your bright financial future

How to get started

Fill out this inquiry form so we can get an idea of your needs.

You’ll also get a link to set up a free discovery call straight away. On the call, we can get a picture of your current situation and you can find out more about the coaching process and if it’s right for you.

Please fill in the form below​. You will be automatically redirected to set up a free 30 min appointment. Thanks