My Services

I offer an initial 30 minute free consultation where we will discuss the following five steps;
  • An honest self-evaluation and full disclosure of your existing financial situation.
  • A commitment from you to the program with a specific plan or goal in mind – What are you setting out to achieve? How can you get to where you want to go if you have no set of directions?
  • Developing an understanding and acceptance of the difference between needs and wants - then building a sustainable budget that includes some “fat” for the wants that are not excluded from your budget.
  • Understanding the broad range in the types of credit facilities that are available in today’s credit marketplace and developing the knowledge to make an informed decision and a capacity to understand the consequences of using credit well or poorly.
  • Understanding the value in protecting your financial position through appropriate protection for yourself, your income and your assets.

My Services are offered in your home at a time convenient to you.

Following my initial consultation my prospective clients then have the opportunity to choose from the following options;
  1. A one off review report of your existing financial affairs; with each of the five steps listed above addressed in my review process.
  2. An ongoing service option; again addressing the five steps listed above with reviews at intervals of your choice.
  3.  Your choice not to proceed with coaching.

Why use my service?

My Vision

“Empowering people to make sound financial decisions on their own behalf, and enjoying the financial peace of mind that flows from good decision making.”

I am not a financial planner, I am not a financial counsellor, I am a financial coach.

I believe that most PAYG income earners have greater financial capacity than they recognise in themselves and that generally speaking the lack of capacity with regard to sound financial decision making comes from a lack of education around the basic principles of money management ​and budgeting.

My coaching program is designed to equip people with the tools to succeed financially. 
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