Financial coaching is a personalised service where a coach helps you understand your current financial situation, set clear goals, and create a plan to achieve them. It’s not about selling products—it’s about empowering you to take control of your money.

MoneyPlan is perfect for you if you want to take control of your money, need financial guidance for peace of mind, are facing a major financial decision, want more confidence in your financial plan, seek a tailored plan for long-term success, are navigating entrepreneurship, planning for financial independence, or preparing for retirement. We'll work together to create a plan tailored to your unique needs and goals.

Even when I completed a Financial Advisor Certification at Massey University, unlike traditional financial advisors who might focus on managing your investments, I focus on coaching you to make informed financial decisions, set goals, and create a plan that fits your life. When executing our plan I might contact you with options for you to decide who will manage your investments, insurance, etc.

As a financial coach, my role is to guide you in making informed decisions about your finances. I will help you create a tailored financial plan, offering advice on budgeting, saving, and achieving your financial goals. However, I do not directly manage investments or insurance products, and I will never handle or control your money. I only charge you the cost of the financial plan you select, with no hidden fees. If you require professional investment or insurance management, I can recommend trusted professionals in those fields. My focus is on empowering you with the knowledge to manage your money confidently and independently.

Not at all! Financial coaching is about improving your relationship with money, regardless of where you’re starting. I welcome clients from all income levels and financial situations.

We start with a discovery session to learn about you, your goals, and your current financial situation. then, together, we create a personalised financial plan tailored to your needs. After that, I guide you through putting the plan into action and offer ongoing support to help you stay on track.

My approach is client-focused and highly personalised. You’ll work with a certified financial coach who understands your unique situation and designs strategies that work specifically for you. There’s no one-size-fits-all here.

Yes! Feeling overwhelmed is common, and that’s exactly why we’re here. We’ll break things down into manageable steps, so you can move forward with clarity and confidence.

The timeline depends on your goals, but many clients start to feel more confident and see positive changes within a few weeks of implementing their plan.

Think of financial coaching as an investment in your future. The skills, strategies, and confidence you gain can help you save money, eliminate debt, and build long-term wealth. Clients often say it pays for itself many times over.

I am experienced in working with couples to help them align their financial goals and improve communication about money. We can create a plan that works for both of you.

Absolutely! Your privacy is our top priority. Everything you share with us is kept strictly confidential.

Yes, we offer a free discovery session where you can learn more about our services, ask questions, and see if we're the right fit for your needs.

MoneyPlan was founded by a certified financial advisor with experience helping people achieve financial clarity. My clients go on to recommend me to their friends and family.

We understand life gets busy. That's why we make the process simple and manageable. We'll help you prioritize the steps that will make the biggest impact, so you don't feel overwhelmed.