Frequently Asked Questions

Financial coaching helps you understand and take control of your money, set goals, and improve habits — no products sold. Financial advising can recommend or sell financial products and is regulated. Coaching is for everyday Australians wanting clarity and confidence with their finances.

Give me a quick call at 0438 367 991 and we can chat to find the best option for your needs.

Absolutely not. Financial coaching is for everyday Australians, not just the wealthy. It’s about helping you understand your finances, make smarter decisions, and get the most out of the money you already have — no matter your income or savings. Even small changes can make a big difference over time.

Financial coaching is very accessible and we offer session for as little as $200 for first appointments.

Your privacy is important to us. All information you provide during our meetings — including financial details, personal goals, and challenges — is treated with the strictest confidence. We will never share your information with third parties without your explicit consent.

I offer flexible financial coaching sessions in person at your home (within a reasonable distance), at a local café, or online via Google Meet.

Once your session is booked, I’ll give you a quick call if we haven’t spoken already to go over what to expect. It’s helpful to take a moment to think about your financial goals and what you’d like to get out of the session.

Try to gather any basic information about your finances that you can — the rest I’ll guide you through over the phone or via email before we meet.

Your welcome to bring your Partner, but your friend will have to book a separate session.