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Templates

& Freebies

Monthly Money Review Template

Take control of your finances with the Monthly Money Review Worksheet.

This powerful tool will transform the way you manage your money, helping you set goals, track your budget, and reflect on your financial wins and losses.

Digital PDF - edit on the go

Free or pay what you want

Money Mindset & Budget Guide

Begin your journey to understanding your money mindset and learn why traditional budgeting doesn't work and what does. Including six (yes SIX) different budgeting styles (and find the one that works for you!).

Instant PDF download.

Free

Emergency Savings Worksheet

Download and print the emergency savings worksheet to determine exactly how much you need to live on should a crisis hit!

Calculate what you need for necessary items for 1 month, 3 months or 6 months.

Instant PDF download to print.

Free or pay what you want

Love & Money Conversations Guidebook

Love and money can be a tricky combination. If you want your relationship to last, it’s important to understand how money conversations can shape your relationship. Here’s 50 money conversations every couple should have at different relationship stages.

PDF download.

Free or pay what you want

Personal Finance Calendar Planner & Guidebook

Scheduling your life admin and money tasks is important to your financial well-being. By creating a schedule ahead of time you can be mentally prepared which will significantly lower your stress and improve money worries.

PDF download.

Free or pay what you want

Take charge of your finances.

Manage your money with confidence.

Give self-doubt the flick.

CHOOSE YOUR PREFERRED LEARNING STYLE

Choose from 1-on-1 strategy planning and financial coaching or checkout the Money Course and get the skills you need to build your own bright future.

WORK AT YOUR OWN PACE

The Money Course is available on demand, or join a group coaching round to learn the art of financial management while building lifelong money habits.

WATCH THE DIAL MOVE ON YOUR RESULTS

Get a grasp on your money, build your values based budget and watch your savings grow.

Do Future You the favour of a lifetime.

MONEY COURSE

Create a budget blueprint based on your money mindset-and learn the skills you need for lifelong financial freedom

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PRIVATE COACHING

Learn how to overcome the overwhelm with personalised crystal clear financial modelling and mentoring

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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.

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