Financial Foundation Session
AUD $185
90-minute consultation
Perfect for beginners or anyone who feels lost about where to start. We assess your current financial situation, identify quick wins, and create a prioritized action plan for the next three months.
What You'll Get:
- Complete financial health assessment
- Cash flow analysis showing exactly where money goes
- Personalized 90-day roadmap
- Budget template customized to your situation
- Two weeks of follow-up email support
Best For:
People who want to get organized, understand their baseline, and take first steps with confidence.
Book This Service
Budget Mastery Programme
AUD $475
Three 60-minute sessions over 6 weeks
Deep dive into creating a budget that actually works for your life. Not restrictive rules, but a flexible system that helps you spend intentionally and save consistently.
Programme Includes:
- Session 1: Cash flow mapping and spending analysis
- Session 2: Building your personalized budget system
- Session 3: Emergency fund strategy and automation setup
- Custom budget spreadsheet with automatic calculations
- Spending tracking templates
- Six weeks of email and message support
Best For:
Anyone who wants to stop living paycheck to paycheck and build real financial stability.
Enroll NowInvestment Basics Workshop
AUD $320
2-hour interactive workshop
Demystify investing with clear explanations of how different investment types work, how to assess risk, and how to start building wealth through smart allocation.
Workshop Coverage:
- Understanding stocks, bonds, ETFs, and managed funds
- Risk tolerance assessment
- Asset allocation principles
- How compound growth actually works
- Common investing mistakes to avoid
- Practical steps to open your first investment account
Best For:
People with some savings ready to invest but uncertain about how to begin or what choices to make.
Register for Workshop
Debt Management Strategy
AUD $295
90-minute strategy session
Create a realistic plan to pay down debt while maintaining your quality of life. We analyze all your debts, interest rates, and cash flow to build an optimized repayment strategy.
Session Includes:
- Complete debt inventory and analysis
- Comparison of avalanche vs snowball methods for your situation
- Debt payoff timeline with milestone targets
- Strategies to free up cash for accelerated payment
- Refinancing and consolidation evaluation
- Custom debt tracker spreadsheet
Best For:
Anyone carrying multiple debts who wants a clear path to becoming debt-free without sacrificing everything.
Get Your StrategyRetirement Planning Overview
AUD $410
2-hour comprehensive session
Understand superannuation, calculate retirement needs, and create a contribution strategy that balances present comfort with future security.
What We'll Cover:
- Retirement income needs estimation
- Superannuation performance review
- Voluntary contribution strategies and tax benefits
- Age pension eligibility and projections
- Transition to retirement planning
- Personalized savings target and timeline
Best For:
Mid-career professionals who want to ensure they're on track for a comfortable retirement without sacrificing too much now.
Plan Your Future
Complete Financial Review
AUD $650
Two 2-hour sessions plus written report
Our most thorough service. We analyze every aspect of your financial life and deliver a comprehensive written plan covering budgeting, debt, investing, insurance, and retirement.
Review Includes:
- Session 1: Complete financial discovery and analysis
- Session 2: Plan presentation and implementation guidance
- Written financial plan document (15-20 pages)
- Cash flow optimization strategy
- Investment allocation recommendations
- Insurance gap analysis
- Retirement projection and contribution plan
- One month of implementation support
Best For:
Individuals or couples who want a complete financial roadmap and are ready to make significant positive changes.
Start Comprehensive Review