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 any of these scenarios sound like you:

• You want to take control of your money You're ready to stop feeling overwhelmed and take charge of your finances, whether it's through a one-time boost or ongoing guidance.

• You need financial guidance to find peace of mind Together, we’ll address your concerns and create a step-by-step plan to help you feel calmer and more in control of your financial future.

• You're facing a major financial decision When tough decisions arise, an expert's outside perspective can provide clarity and confidence to move forward.

• You want more confidence in your financial plan Already have a plan? I'll review and refine it using my expertise and the powerful tools in the MoneyPlan Hub, ensuring it aligns with your goals.

• You want to maximize your chances of success You’re seeking a tailored plan that sets you up for long-term stability, growth, and financial security.

• You’re navigating the challenges of entrepreneurship I’ll help you develop a financial plan to overcome obstacles and grow your business with confidence.

• You want to plan for Financial Independence I’ll work with you to create a personalized roadmap for achieving financial independence and early retirement, helping you stay on track every step of the way.

• You’re retired or preparing for retirement We’ll craft a financial plan that enhances your peace of mind, so you can enjoy the life you’ve worked so hard to build.

If any of these situations resonate with you, then MoneyPlan Coaching is here to help. No matter where you are on your financial journey, 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.

Yes, your privacy is my top priority. All information you share with me is kept strictly confidential.

Yes, I offer a free discovery session so you can learn more about my 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.

I understand life gets busy, which is why we make the process simple and manageable. I’ll help you prioritise the steps that will make the biggest impact, so you don’t feel overwhelmed.