We understand that when it comes to talking about, managing and dealing with Money, everyone is different. Which is why we offer a range of options to help you in whichever and whatever way you might need it. So take a look below at some of the ways that you might be able to help you, and if you think we can be of assistance, or you would like some more info Book in a Time for a Chat.
Financial Planning & Advice
Look we get it, adulting can be hard, having responsibilities like having to be at work on time, trying to stay on top of your finances, paying rent or a mortgage and dealing with things like health insurance and car rego. All this while still trying to do the things you enjoy doing and maintain some sort of a social life. What makes being a grown up even harder is that you are so busy that you have never stopped to figure out what you really what to do with your life. You might be feeling a bit lost and overwhelmed by trying to figure out what you should be doing.
We hear you, and we just want to let you know that feeling like you don’t know what your doing with your life is entirely reasonable. That is why we will spend some time talking about you. We may discuss things and ask questions that you have never been asked before, such as your goals, your ambitions, your wants and needs and while the answers might not be super clear right now. We are confident that we can work together to find out what is important to you and map out a plan to help you to get to wherever you want to be, while most importantly enjoying your journey along the way. We can help you plan for or navigate some major Life Events.
You might be thinking that sounds great but, What is Financial Planning?
Let’s Do This
Book in a Time for a Chat, and we can explain how we can help & how we work.
I want to be in control of my money, and I have the time to do it on my own, but I would like someone who I can reach out to when I need some help.
We will be your financial / lifestyle coach & sounding board to give you some tips, bounce ideas off and to help point you in the right direction. We will catch up face to face or online for a 60mins coaching session where we can discuss 1 -2 of your most pressing financial questions, issues or concerns. After our meeting, we will follow up an email which will include information and actions steps for you to be able to take action on your own. We can also put you in contact with other professional that you might need to work with to get the information you need or to bring your plan together.
What’s the cost
$249 per 60 min session
Pay per session/pay as you go. We recommended a minimum of 3 sessions, but you don’t have to commit to a certain number of meetings. Initially, we begin with monthly meetings to get you on your way. Reducing to 6 monthly or yearly catch ups if you prefer. You can start and end at any time.
LET’S DO THIS
or, if you want some more information