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

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

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.