Invest in yourself today

Financial coaching & advice

Bespoke Financial Plans

We are a boutique, family-owned advisory firm specialising in personalised financial coaching. Our bespoke plans are designed to meet you where you are and guide you to your financial goals.

Whether you're at the start of your financial journey and looking to grow your assets, or you're well-established and need support with retirement or succession strategies, we are here to assist and to help build your financial literacy.

  • Are you living pay cheque to pay cheque? We’ll help you establish the right behaviours for a solid financial foundation. We’ll work with you to optimise your spending and cashflow, establish an emergency fund and set you up to start saving for your future.

  • If you are struggling wth consumer debt we work with you to help address the root cause of your position. We help you with a plan to pay it off and keep it off.

  • We help you manage your cash flow effectively, ensuring financial stability and maximising the efficiency of your financial resources.

  • Want to invest in property for wealth generation? We help you improve your existing position and work out what’s achievable

  • Feel like you’re a slave to your debt and stuck on a 30 year treadmill? We can help you to optimise your lendng, pay your debt of faster and save in interest costs.

  • We help you work out the gap between where you are now and the position you’d like to be in. We offer options and talk you through the pro’s and con’s of each. Once you decide on which strategy you’d like to follow, we give you practical actionable steps with a timeline for achieving your end goal.

  • What do you need in order to have a comfortable lifestyle in your retirement? It’s never too early to look ahead to the future and consider your options for optimising your savings. We’ll also consider gifts to family and charity, succession and ensuring you have a will and EPOA

Practical, action-oriented, and realistic advice that gets results

  • Understanding your goals and priorities

    We begin by getting to know you and your unique situation. This includes a thorough understanding of your personal and financial goals, risk profile, and cash flow management. By prioritizing what matters most to you, we can create a tailored plan that aligns with your aspirations and financial circumstances.

    We help you re-write your money story, no matter where you’re starting from, by also shifting your beliefs around budgeting, spending and saving.

  • Clear actionable advice

    Once we have a comprehensive understanding of your goals and situation, we provide clear, actionable advice to help you move closer to achieving your objectives. We help you create good financial habits and make smarter financial decisions to achieve short term goals and move you closer to longer-term ambitions.

    Our strategies are designed to be practical and effective, ensuring that you have a clear roadmap to follow on your financial journey.

  • Support, guidance and accountability

    We don’t just give you a plan and leave you to it. With guidance and accountability, we’ll help you track and review your progress in a way that works for you. We keep you focused on your ‘why’ and your end goal.

    Regular reviews and adjustments ensure that your plan remains relevant and effective, allowing us to adapt to any changes in your life without losing sight of your objectives. You control the speed at which you make progress, we keep you updated with how you’re tracking to plan.

Latasi

“We met Jess at a very stressful time financially. She was non judgemental, genuinely listened and presented a range of practical options to work through. Learned an incredible amount along the way too, which we are now trying to incorporate into our finances moving forward.”

Su

“Such professional, relevant and supportive advice. Jess listened carefully to all that was important to me/us as a person/family. She had a broad knowledge which she brought to my specific situation as well as what fitted with best financial options. I arrived with a big kete of question, ideals and worries which she unpacked and fitted with the best financial options. I left feeling lighter and so very supported. I would unhesitatingly recommend Jess to anyone - she was superb!”

Let’s work together.

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Our Six Step Process

STEP ONE: 15 - 30 minute chat

This is where we find out a little bit about you, your situation, what’s important to you and what parts of your financial roadmap you’d most like help with. Once you’ve decided the areas of advice you’d like help in we establish a written scope of engagement.

STEP TWO: Current state - 60 minute meeting

We gather full information about your current financial and personal situation, your attitude to money, your risk profile or risk tolerance and we look at how you currently budget. Depending on your goals in step one we may need some more information about other things too.

STEP THREE: Strategies and options

Once we’ve had a chance to review all your information we analyse your current situation, identify any gaps that might prevent you from reaching your goals and we talk through potential strategies for reaching your goals. You decide on the option that best suits your needs.

STEP FOUR: The plan

We’ll prepare a written statement of advice with our recommendations based on the analysis and any modelling, comparisons, calculations and quotes. The recommendations will include actionable steps for you to implement, how the advice will help you get the results you want, and will outline any benefits and risks.

STEP FIVE: Actioning the plan

Depending on what action steps are needed within your plan we can help refer you to (legal / tax / accounting) specialists or guide you to complete the steps. With guidance and accountability we’ll help you create good financial habits and make smarter financial decisions to achieve your short term goals and move you closer to your long term ambitions.

STEP SIX: Review

We will catch up with you at appropriate schedules as determined by you, to review progress to plan and adjust accordingly.