We know that not everyone wants or needs to work with a financial advisor full time. Which is why we offer a financial coaching service for people who would like to do things themselves but need some help and guidance along the way. Financial coaching, is all about empowering you to make smart financial decisions so that you can build the skills you need to manage your own money. You always remain in control of your money, but you learn how to make better financial decisions and manage your money in a way that works for you. We offer different coaching options depending on how much support you may need.
Quick Start – Coaching Session
Is suitable, if you have some pressing financial questions that you would like help with, such as
- How do I better manage my money?
- I am earning a good income but cant save any money?
- How much do I need for a house deposit?
- I have just read the Barefoot Investor, what do I do next?
- How do I find my lost super?
- How much should I set aside for emergency savings vs. savings for other goals?
What you get:
- A one on one 60 minute meeting
- An in-depth discussion of your 2-3 most pressing financial issues.
- A follow-up email with an action checklist and resources within 24 hours so that you can take action right away!
Cost:
- $330 per session
Important Information
- Financial coaching will not provide you with any financial product recommendations or personal financial advice .
Book in a Quick Start - Coaching Session
Looking for something more and require ongoing support and accountability? Then our ongoing financial coaching program is for you.
What you get
- Ongoing one on one coaching sessions and resources to help you to make smarter decisions with your money
- A 60 min meeting twice every month (or as required) with your financial coach plus homework and tasks to complete in between sessions
- Ongoing accountability to keep you on track to achieve your financial goals
- A financial coach who you can reach out to via email at any time
What you will learn
- A first step that will empower you to take control of your money
- An opportunity to learn about how to avoid key money mistakes
- How to better manage your money
- How to make smarted decisions with your money
Duration:
- To get the most benefit from the program we recommended a minimum of 4 coaching sessions (but we don’t like lock in contracts, so you are free to leave at any time)
Cost:
- $250 per session (payable in weekly or monthly instalments if required)
- Your Wealth Portal subscription of $30 per month isn’t included in this fee
Important Information
- Financial coaching will not provide you with any financial product recommendations or personal financial advice .
If you are unsure if we are the right fit for you and would like to find out more information we offer a free 15 min chat.
If you’re saying to yourself, “I need someone to tell me what to do and give me personal financial advice. What should I do?”
