BUILD YOUR FINANCIAL WELLBEING & TRANSFORM YOUR RELATIONSHIP WITH MONEY
It’s time to form better money habits.
It’s time to feel confident about where your money goes each pay.
It’s time to make a positive change in your financial WELLBEING, RESILIENCE AND EDUCATION.
Coaching is a way to REFRESH and RENEW. It provides you the time, space and expert support to consider your goals, priorities, and values, and gives you practical steps in a plan to change your behaviour and act on what truly matters. Work closely with a Financial Wellbeing Coach to feel confident and get back in control when it comes to your money.
SO WHAT DO YOU GET WITH FINANCIAL WELLBEING COACHING?
This amazing program is 8 hours of coaching over 8 sessions.
Your Financial Wellbeing Coach meets with you regularly to progress through the program together.
There’s homework to do after each session in order to progress onto the next.
Once you have completed all sessions, you unlock Unlimited Accountability Calls to progress your actions, refine, achieve your goals, and keep moving forward. These 20-minute mini-sessions are a great booster to keep you on track, keep you accountable, and help you get maximum benefit from the program.
You control how fast you go, and what level of accountability you need TO CONTINUE MOVING FORWARD.
If you find a particular topic interesting and want to go deeper, or you’d like some extra support on a specific area, you can also engage an extra hour or more of coaching as needed.
THE MONEY COLLECTIVE TOOKLIT
Our Financial Wellbeing Coaches utilize our amazing toolkit to transform relationships with money. These tools include:
- Money Personality
- Money Story
- Financial Wellbeing Quiz
- Budget planner
- Spending review and tracker
- Bank account organiser
- Values worksheet
- Defined goals
- Get on the same page as your partner
- Your Personal Financial Wellbeing Plan
ACHIEVE YOUR GOALS WITH PRACTICAL STEPS AND ACCOUNTABILITY
FINANCIAL WELLBEING COACHING ENABLES YOU TO..
• Understand your past behaviours around money and what you want to change
• Discover your current level of financial wellbeing
• Create a vision and goals for your life
• Build a plan to achieve your vision and goals
• Build your financial education and understand your current financial situation
• Design a personalised money management system
• Explore and work on your financial resilience and spending plan
• Identify obstacles and engage strategies to overcome them
• Take action and make supported progress
• Be accountable
Use your plan to achieve your goals and live your dream
REGISTER FOR FINANCIAL WELLBEING COACHING
Register for the Financial Wellbeing Coaching program below, or if you’d like to ask a few questions first, book a no-obligation 20 minute chat now.
MEET OUR FINANCIAL WELLBEING COACHES
WHILE ALL OUR TEAM ARE MONEY SAVVY, EACH BRING THEIR KEY STRENGTHS INTO YOUR COACHING EXPERIENCE.
MEET DARLENE
Darlene is passionate about strategy and vision. She’s your expert when it comes to all things numbers and results, and loves a decent banking structure setup. She’s got all those money skills you might need to achieve your goals.
MEET ANGELA
Angela has an amazing ability to grow your self-awareness and enjoys supporting you to explore past behaviours and mindsets around money. She loves to help develop strategies and solutions that really work for you, and is not afraid to have those challenging conversations to get you on the same page as your partner when it comes to money.
MEET MEL
Seeking to understand you and everything you want from your money and life, Mel truly listens. Mel sees the big picture of family and life goals and works with you on where the most significant impact can be made. Her positive spirit and amazing knowledge in business and mortgages imparts both knowledge and value.
To know more about Darlene, Angela and Mel Meet The Team.
We are the team of experienced experts ready to empower you
Just like at the gym, your coach cannot do the hard work for you. You need to be prepared and ready to give it a go and give it all you’ve got to see the benefits and get the amazing results you want.
We work with people who want to keep money from getting in the way of living their life the way they want to and will do what it takes.
We provide the most benefit to clients in the full 8 hour Financial Wellbeing Coaching, but we also offer the online course for people who would rather work on their financial wellbeing without a personal coach by their side.
THE AMAZING RESULTS
“Wow, I now understand why my husband never wanted to know about our money or manage it. We have been married 13 years and we never discussed his history when it came to money....I feel like we agree about it now, we are on the right track. I don’t feel lost anymore. I feel in control again.”
She just kept spending and hoping for the best… but the best never came, and she lost her job. Luckily her friend talked her into doing the Money Coaching Program, so she now understands her spending and is in charge of her choices. The support and easy to follow steps have made her dream of owning her own home attainable and she made a robust plan for making that happen, even as a single Mum. Since doing the program has secured a job in a growing industry and is living a life she loves while working towards her financial goals. In March 2022 she purchased that home she planned for!
- A happy Mum, 2022
“Completing the Program expanded our view of what was actually possible for our life! Money conversations were always tricky for us and ended the same way – frustrated… We had a rough plan for retirement so we felt sort of on track... The conversations that were sparked by the program allowed us to drop our judgement of each other, recognise our choices that were aligned with our values and be more creative in living the life of our dreams. We now have the tools, support and open conversations required to move forward in life without worrying about money!”
WHY WORK WITH US?
We put people first. We see the whole person and tailor to your needs. We value connection, family, and relationships. We foster encouragement and treat everyone as equal while valuing your differences. Because we’re not you’re usual finance people.
Read Our Story to understand more about why we’re here and connect with our vision and purpose.
