My fee-for-service coaching program has evolved out of my finance industry experience over the past 30 years.
I have witnessed countless examples of people essentially blundering through life from a financial perspective rather than having a disciplined, orderly approach to their finances that sees them enjoying peace of mind and achieving the financial objectives that enable them to live the quality of life they desire.
A financial coach can help you on this path.
Financial institutions will generally try to solve money management/budgeting issues by selling or recommending products to their clients. I believe that my coaching program offers a better way.
I do not sell and/or recommend products.
I believe that what is required prior to product selling is creating a greater understanding around the basic principles of money management and budgeting.
My coaching program is designed to empower people to develop a capacity to make better financial decisions on their own behalf; and enjoy the financial peace of mind that can be created with appropriate levels of planning and control.
Meet Leigh Cassidy
I have over 30 years of finance industry experience across a range of roles. I have worked in management roles for major banks and a regional bank and also have a decade of experience operating my own mortgage broking business.
I have also spent many hours offering voluntary management assistance to a range of organisations and sporting clubs, including four years as a school council president and currently as a board member of a Ballarat based not-for-profit organisation.
I have worked diligently throughout my career to establish a reputation as a trusted and conscientious manager who always has the best interests of my clients to the fore.
I have seen and experienced first-hand the benefits that good money management can bring to the quality of life people are able to lead.
I am passionate and driven to provide quality finance coaching that will deliver financial peace of mind for my valued clients.