Financial Coaching

We can help improve your long-term financial wellbeing and resilience with your personal coach supporting you to achieve your financial goals.

While financial counselling can help you when facing hardship, financial coaching is about what happens after hardship, keeping you on track with the budgets and plans you now have in place.

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.  

Whilst most coaching programs have a predominant and necessary focus on financial literacy, we take it a step further with a holistic six-point plan that ensures clients are fully supported to maintain financial stability and improve longer term financial outcomes.  The best way to find out how our coaching program can help you is to take our Money Mindset Quiz here:

Community Coaching

In September 2022, we launched the Community Coaching Pilot funded by the Department of Communities. Community coaches support and guide people to develop positive behaviours to achieve their financial goals with the aim of building long term financial wellbeing and resilience.
Financial coaching could be for you, if you live in Western Australia and if you want to:
· Be supported by a dedicated financial coach
· Explore your money story
· Strengthen and develop how you work with money
· Build an emergency fund
· Work towards securing a strong financial future

Partnerships

We have partnered with organisations such as Keystart and FMG to tailor financial coaching services to the specific needs of their clients and staff.
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 95% net promoter score, and a 100% rating score across every session, 100% of our clients achieved a positive rise in their financial wellbeing and financial satisfaction ratings.

Contact Us.

Not sure what you need? Let us Guide you by completing the enquiry form or alternatively call us.

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