TBH, we don't care how you spend your money
But if you want to get your financial sh!t
together, this is the place to start
MONEY MAPPING
Work out where your money is actually going.
MODELLING
Understand how your financial future could look.
STRATEGY
Make informed decisions from a place of strength.
FLOW
Implement your plan with confidence each day.
For smart cookies who want to take control of their finances and set themselves up for financial freedom
Here’s the thing: If you want to un-fuck your finances, you’ve got to learn to understand them. And that kind of understanding can be a bit of a process. But once you’ve got it, you’re in a powerful position. Thanks to powerful financial modelling software, you’ll get a clear picture of where you’re at—and exactly where you could be. I’ll show you, in real terms, exactly how the choices you make each day will play out in 10, 20, even 30 years.
It sounds exciting because it is
During your strategy session, we’ll focus on what you’d ultimately like to achieve—those BIG DREAMS you’ve never said out loud. And then we’ll map out the exact steps you’ll take to bring those dreams to life.
Crystal clear financial modelling
To keep you on track, you’ll get access to a premium fintech system. Accessible from your favourite device, it takes the grind out of finance tracking and puts control at your fingertips. It’s clear, easy to use, and it puts your goals within reach.
Personalised financial modelling is all about you
Maybe you want to buy a house.
Maybe you’re trying to get out of debt.
Maybe you’re a new parent juggling a tonne of priorities.
Wherever you’re at with your finances, I can help you:
Understand where your money is going
Balance your goals and your lifestyle
Boost your financial intelligence
Streamline billing and transfers
Create a stress-free cash flow management plan
Eliminate money worries for good
Whether you’re saving for a deposit or looking to
ditch debt, you’re about to learn how to
overcome the overwhelm and set the stage for
financial freedom.
The software and program are easy to use and the regular check-in emails/calls ensures I keep on track and still have a vision for the future
- Jennifer C
How it works
Step 1:
Money Mapping & Strategy
Planning
We'll spend 90 minutes deep-diving into
financial modelling taking a holistic approach to your financial well-being and goals. We'll build a debt repayment plan, saving strategy and also take a look at your account management and banking systems.
Step 2:
Budget & Cashflow Set-Up
The program works on putting all income in one place and taking all expenses out of the same place. We will know about income (everyone knows that bit), and loan costs (same deal) but the big variable is living (day to day) expenses. That's the big variable. The Mindful Budget Wealth Portal takes care of that!
Step 3:
Financial Coaching
With a strategy plan and money map in place, you have the option of a 3-month 1-on-1 financial coaching package including fortnightly check-in calls, unlimited email, monthly reporting and premium access to the Wealth Portal.
Wondering what I know about it?
With over four decades of experience in the financial services industry, including 36 years as a financial planner, I've encountered nearly every scenario imaginable. Yet, what truly excites me are the insights I've gained along the way. One key realisation is that, regardless of your current position in the financial cycle, the core principles remain unchanged. Understanding your present financial status and having a clear vision of where you aspire to be are crucial first steps.
It's essential to have a well-thought-out plan or strategy—think of it as your personal financial roadmap. This roadmap should not only resonate with you but also guide you through your financial journey, one step at a time.
Moreover, the ability to look ahead and visualise your short-term objectives is vital. These milestones are the steppingstones towards achieving your long-term financial goals. This is where I step in, and this is precisely what our program is designed to help you accomplish.
Coaching with Chris
Part bean-counter, part educator, you’ll have me in your corner as your financial coach.
Together, we’ll take your finances from bonkers to balanced in as much time as it takes to watch a movie.
Total access to our values-based budget planning service puts your goals into context — and within reach.
Looking for something different?
For less than a quarter of what you’d pay for private coaching, you’ll get access to the exact same system as my coaching clients - ON DEMAND
Self-Paced Video Training
Worksheets & templates
Bonus expert materclasses
