In short, my goal is to help you to save money, earn more, invest intelligently and achieve your financial goals.
I cover all of the topics I discuss in my financial coaching sessions free of charge elsewhere on this site. My personal finance coaching sessions are primarily for those who want a personalised plan for their finances or need specific advice not already covered. If that sounds good to you, read on!
Early retiree, ultimate personal finance nerd and ex-business owner, who successfully exited the group of companies I founded.
On this site, each month I help thousands of people just like you, to strive towards their own financial goals. Over the past 13 years, I have been dedicated to learning about personal finance and furthering my own knowledge. Now in my own early retirement, it’s my goal to help others achieve their own financial goals.
Not only have I walked in your shoes, but I have worked with many clients who are facing similar experiences in their own lives. While I will never share anyone else’s details with you, I certainly can and will share the experience and learning to overcome these challenges.
You are not paying me to tell you what you want to hear, but rather what you need to. Based on my experience, I will share completely impartial advice to help you overcome the challenges you face and take charge of the opportunities.
Following each coaching session, I’ll draft a personalised action plan that you can follow. It will include key points of our discussion and any direction or further learning I can recommend.
I have a bank of premium resources including budget planners and net worth trackers that I will share to those clients who need them.
There are a few instances where I may be unable to help. Some of these are for legal reasons and others are because my own knowledge in this area wouldn’t be as extensive as other organisations. If any of the below are applicable, I am sorry, I will not be able to assist in these matters. But I can still chat to you about everything else.
Yes, but I genuinely enjoy talking about personal finance and helping people to reach their own financial goals. I spend a lot of time building out the content on this site each week and interacting with people on my social channels, because I want to do so. This is just an extension of that.
To be completely honest, I only work with a small number of personal finance coaching clients and only those I know I can truly help. Before I accept your coaching session, I will carefully review the information you provide to ensure I am the best person for you to speak to.
Where I think someone else might be better suited to providing you information, I will message you with a recommendation and if appropriate an introduction to that person or company.
This includes the initial meeting and any follow-up documentation or supporting materials that we agree on.
Fill in the form below and we’ll get a time in the diary that suits you. There’s absolutely no expectation of charge and I would be happy to help you with your financial planning.
If you like everything you’ve read and you want to arrange a financial coaching session, then I would be delighted to do so. This is what will happen next!
Tell me a little bit more about what you want to achieve, fill in the other details and then click the submit button.
My client services team will be in touch to confirm payment and schedule our call at a convenient time for us both.
On our call, we'll discuss your questions in detail. Following this, I will provide a detailed action plan to work through.