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Choose a Package
$375
Personal Finance Session
Session Outline:
- An explanation of Money - it's not what you think it is
- An easy to understand overview of personal financial management
- The two most important factors in personal finance
- Defining your personal financial goals and how to achieve them - from mortgages to marriages, and everything in-between
- Assessing your current situation
- Financial Management exercise
- Strategies for gaining full control of finances and never having to worry about money ever again
$700
Two Session Coaching Package
Session Outlines:
- The two session package includes everything from session one, plus:
- Why we invest - inflation
- The difference between assests and liabilities
- What the rich invest in - Warren Buffet, Robert Kiyosaki and more
- Different investment options, including: stocks, bonds, gold and Bitcoin
- Considerations - Capital Gains, Wealth Preservation and earning Dividends
- Strategies for investing
- Risks of investing (and not investing) - each option analysed
$250
Individual Coaching Sessions
Ongoing Support
- Additional sessions are tailored to you, and include:
- Practical assistance on how and where to invest
- Assistance with personal financial management
- Refresher sessions
- Deeper dives into any concepts covered in previous sessions, such as:
- Money, money management, investment options, investment platforms, investment strategies
Personal Finance Session
Created as a stand alone session, this session is designed to evaluate your current situation, clarify your goals, and develop a concrete plan to achieve them.
Clients who complete this session have described it as “life-changing”, “liberating”, and providing “a clear vision for short and medium-term goals”.
Expect to experience a profound sense of relief and optimism, as you are equipped with the tools and insights needed to confidently pursue any goal you set your sights on.
This session is designed for people from ALL backgrounds and ALL financial situations.
Two Session Coaching Package
The two-session package is usually booked by people who have been referred to me by people whose lives have been changed by these sessions.
We will cover everything from the first session, and then provide a detailed evaluation of your investment options.
Whether you are looking to save for a house, plan a wedding, or round the world trip, we’ll explore your options together. By the end of the second session, you’ll be:
- Equipped with the knowledge of which investments are available to you.
- Confident in making informed financial decisions tailored to your unique goals and circumstances.
- Ready to implement a personalized action plan that aligns your savings and investments with your dream lifestyle.
Individual Coaching Sessions
Managing your finances requires regular maintenance. My sessions and materials break down everything you need to know in easy to understand and easy to follow processes.
That being said, sometimes people need additional support when their circumstances change or if they need additional help and advice. You can book an individual session if you need:
- Flexible guidance tailored to your needs, whether you’re refining your financial strategy or addressing specific questions.
- Ongoing support to build confidence, helping you stay on track with your goals.
- Personalized advice for any stage of your journey, from planning major life events to optimizing your financial future.
Contact Us
Questions?
Leave your contact details and I will be in touch to discuss the best path forwards with a free no obligation call.
What to Expect
Practical Strategies
I provide actionable strategies and resources that you can implement immediately to start seeing results.
Transformative Growth
My sessions are designed to help you transform your mindset and habits, leading to lasting personal and financial growth.
Not sure? Book a free 30-minute call so we can discuss your current situation, any goals you have in mind, and any strategies you’ve already tried.
I’ll introduce you to my approach and show how small adjustments can create significant changes.
There’s absolutely no obligation—if you don’t feel we’re a good fit, it won’t cost you a thing, and there’s no pressure to continue.
My goal is to help those who feel stuck, but know there’s more to life.
Your perfect life closer than you realise. In just 30 minutes, I’ll help you discover just how close you really are.
Coaching
My coaching sessions offer insights and strategies drawn from both Eastern and Western philosophies, guiding individuals to unlock their potential and become the best versions of themselves.
Online Learning
My Online Learning and Blog pages provide information meticulously crafted to simplify complex concepts, breaking them down into clear, actionable steps that are easy to understand and apply
Courses
Money and Bitcoin
To understand Bitcoin, you need to understand Money. This course condenses seven years of learning into a 90 minute Masterclass.
How money moves
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Goal setting
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