Who is it for?
Financial Coaching is helpful for individuals or couples who lack the confidence or financial know-how for managing their savings, investments, and family finances, for now, and for the future.
There is an overwhelming amount of financial jargon out there, and Financial Coaching is for the many who don’t find it easy to approach traditional financial providers such as a banker, a broker, or a financial adviser.
Why get Financial Coaching?
To improve your financial awareness, confidence, and money handling habits and plans.
Not everyone is financially disciplined, yet it is assumed that taking care of finances is a life skill that everyone must have! Being in a state of financial wellness can be difficult – especially if you don’t know where to start or are facing some challenges in this area. Perhaps you are in a situation where you just wish to feel more secure in starting your own savings portfolio, separate from your partner. Or you might be struggling with debt or need to keep to a budget to save up for a goal.
Our Financial Coach can provide a safe place to help you to review your current situation in a non-judgmental way. Uncover how your current behaviour is affecting your financial well-being and take the right steps to move ahead.
What you can expect
Unlike a traditional financial adviser or broker, a Financial Coach will look into identifying and understanding your attitudes and approaches towards money, as well as what influences got you where you are.
These discovery sessions can explore your personal history and how you were taught (or learnt) to manage money. Additional sessions will explore your motivations to overcome your current situation. Our Financial Coach will look at the possible drivers and life goals before uncovering your assets down the track to look at what financial capital can contribute.
Issues we can coach
Family Estate Planning
Financial Equality in Relationship
ENQUIRE NOW FOR A FREE CONSULTATION
Together with our Financial Coach, you will uncover your money goals and work on a plan to create the financial freedom you need for you and your family.