Financial Coaching
Our financial coaches are here to support you in building lasting financial wellbeing and resilience,
helping you take practical steps toward your financial goals.
Financial Coaching isn’t just about numbers. It’s about understanding the emotional and behavioural aspects of money.
Emotional Spending
Explore the psychological triggers behind impulsive purchases and learn strategies to make mindful spending decisions.
Money Mindset
Shift from a scarcity mindset to an abundance mindset, fostering healthier relationships with money and reducing anxiety.
Building Good Habits
Identify unhealthy financial behaviours and develop strategies to break cycles of overspending or procrastination.
Overcoming Financial Stress
Learn techniques to manage financial stress, build resilience, and avoid emotional reactions that can lead to poor financial choices.
Whether you’re aiming to pay off credit card debt, build an emergency fund, save for your child’s education, or finally take that dream vacation, our financial coaching service is here to help you reach your goals.
What financial coaching is
Financial coaching is online, and you can do the sessions in your own home. The sessions will be run one-on-one with a dedicated coach.
The sessions are run in a conversational style, with the coaches asking you questions and sharing some activities to uncover your own behaviours and mindset towards your personal finances.
The coaches offer non-judgemental support tailored to your specific situation and will help you create your plan, usually made up of small, achievable steps.
Your sessions are completely confidential. The conversations you have are a safe space to express your goals for creating a more financially secure future.
… and what it’s not
This is not about budgets, unless you want it to be. You do not need to disclose any financial details or bank statements if you are not comfortable doing so.
The service is not all about your debts. The coaches will look at your financial situation as a whole, so you get to look at the big picture.
This is not a financial planning service. The coaches are not financial planners, so they won’t be recommending products or giving you financial advice. They’re qualified financial coaches and work instead on sharing tools and plans, so you come out with a clearer picture of where you want to go.
Take our quiz and a financial coach will be in touch.
Our financial coaching model has been designed to meet the broad and various needs of all people within our communities to improve their financial resilience and wellbeing.
Discover your money mindset below.
Six-point plan
Supported to maintain financial stability
95%
Feels more in control of their financial situation
95%
Feels more optimistic aout their financial future
Partnerships
We have partnered with organisations such as Keystart to tailor financial coaching services to the specific needs of their clients. Working with Keystart, a dedicated home loan lender offering lower entry costs customers and co-design experts, we developed a customer directed service, specifically customised to help participants financially thrive throughout their home loan journey and beyond.
The outcomes speak for themselves. With a current 97% net promoter score, 95% of clients feel more in control of their financial situation. 60% of clients achieved a positive rise in their financial wellbeing and financial satisfaction ratings.
Learn about the outcomes our clients achieve through our Financial Coaching program in our Impact Statement.
Interested in your own financial coaching program?
How Financial Coaching has helped our clients
We help you build financial confidence. Cultivate self-assurance in financial decision making, empowering you to align your spending with your true values and goals.
Taylor’s Testimonial
I have enjoyed our sessions.
It’s been great to be able to have someone caring and understanding to speak to and I felt it was a safe environment for me to discuss money and my life.
Amina’s Testimonial
Since I started coaching, I have paid off my credit card, increased my savings and getting a much
better rate, I have a plan to refinance, I have set goals that I can achieve but most importantly I have learned that I can say no.
Jarran‘s Testimonial
The financial coaching I received this past 5 months has helped me and my family strengthen bonds
and helped set goals in day to day living also. I feel more confident in making life choices and
commitments to discipline.
Susie’s Testimonial
I didn’t think I’d get so emotional talking about money, but it’s been helpful. I want to move past this and on with my life. I like when my coach said money is a tool to help us get to where we want – I never thought about it like that.
*Client names have been changed for confidentiality.