What we do.
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Financial Education
Our one-on-one appointments are designed to answer your money questions clearly and simply, no matter what stage of life you’re in. Whether you’re just starting out, raising a family, preparing for retirement, or navigating major life changes such as separation or the loss of a loved one, we provide factual, easy-to-understand information to help you feel supported and confident. We can guide you through understanding superannuation, investments, and risk protection, or simply help you get back on the right track. These sessions are about giving you the knowledge you need to make informed decisions during life’s milestones and transitions — with education, not pressure.
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Mentoring & Ongoing Support
For many people, learning about money isn’t just about a single appointment — it’s about having someone to check in with as life changes. That’s where flexible mentoring makes a difference. Our mentoring options are designed to provide ongoing support, either through a subscription for regular sessions or on a casual, as-needed basis.
This flexibility means you can choose the level of guidance that suits you: some individuals value ongoing accountability to stay on track with goals, while others prefer to dip in for support when big decisions or challenges arise. Whether it’s keeping a budget on track, navigating a new job or family milestone, or preparing for retirement, ongoing mentoring ensures you have access to clear, reliable education at every stage. By combining structure with flexibility, mentoring creates a safe space to ask questions, gain clarity, and build financial confidence over time.
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School & Community Programs
Building healthy money habits starts early. Our school-based workshops are designed especially for primary students, giving children the tools and confidence to understand the value of money from a young age. Sessions are interactive and age-appropriate, using stories, games, and real-life examples to make financial learning fun and engaging.
Children explore simple but important concepts such as:
- Understanding where money comes from and how it’s used
- The difference between needs and wants
- The basics of saving and spending wisely
- Building good habits early, like setting goals and tracking pocket money
By learning these skills in a safe, supportive environment, students start to see money not as something confusing or overwhelming, but as a resource they can manage with confidence. These early lessons create the foundation for lifelong financial wellbeing — ensuring the next generation is better prepared to navigate the financial world ahead.
Knowledge Areas
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Learn how to take control of your money with simple budgeting tools and strategies. From managing everyday expenses to setting aside savings, create a system that works for your lifestyle.
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Whether it’s a holiday, a home deposit, or building an emergency fund, saving is easier with a clear plan. We’ll explore strategies to make saving achievable and motivating.
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Superannuation can feel overwhelming, understanding how it works is essential for your future. We’ll break down the basics, from contributions to investment options, so you feel confident about your retirement savings.
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Investing doesn’t have to be intimidating. Cover the core principles of how investing works, risk versus return, and the power of compounding — giving you the knowledge to take your first steps.
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Insurance can often feel complex, but it’s an important part of protecting yourself and your family. In these sessions, we explore the different types of personal insurances — such as life, income protection, trauma, and total & permanent disability (TPD) cover — and what they are designed to do. We’ll also discuss how insurance works through superannuation, and the role it can play at different stages of life. The aim isn’t to sell policies, but to give you the knowledge to understand your options, weigh up what’s right for your circumstances, and feel confident when making decisions with an adviser or insurer.
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Credit cards, loans, and mortgages are part of modern life, but they don’t have to be stressful. Learn how to manage debt effectively, pay it down faster, and avoid common pitfalls.
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Life brings change — starting a family, separating, losing a loved one, or planning for retirement. We’ll provide practical education to help you navigate these milestones with clarity and confidence.
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Understanding wills, powers of attorney, beneficiaries and the basics of estate planning ensures your loved ones are cared for. We’ll guide you through the key concepts so you can have informed conversations with professionals.
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Just like regular check-ups are important for your physical health, financial health checks help you see where you stand and identify areas to improve. These sessions provide an overview of your current situation — looking at income, spending, savings, debt, superannuation, and future goals. The focus is on clarity, not judgment: you’ll walk away with a simple snapshot of your financial wellbeing and practical steps to strengthen it. Health checks are ideal if you want reassurance you’re on the right track, or guidance on where to focus next.
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Planning for retirement isn’t just about money — it’s about peace of mind and freedom to enjoy the next stage of life. In these sessions, we explore the key steps to prepare, from understanding superannuation and investment options to thinking about lifestyle needs and future expenses. Whether retirement is many years away or just around the corner, we’ll help you understand the building blocks that make a difference, so you feel confident about what’s ahead. The goal is to give you clarity on where you stand today and the knowledge to make informed decisions for tomorrow.
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An inheritance can feel both like a gift and a responsibility. For many, it comes during an emotional time, making it even more important to approach with clarity and care. In these sessions, we explore the practical steps to take when receiving an inheritance — from understanding your options with savings, investments, or debt repayment, to considering longer-term goals such as retirement or legacy planning. We focus on education, not advice, helping you understand the choices available so you feel confident managing your inheritance in a way that aligns with your values and circumstances.
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If you’ve lived or worked in the United Kingdom, you may have built up pension entitlements there. Understanding how UK pensions work — and how they may (or may not) connect with your Australian retirement planning — can feel complicated. In these sessions, we’ll cover the basics of the UK pension system, including State Pension eligibility, workplace pensions, and private pension schemes. We’ll also explore what options may be available when living in Australia, what to consider before making decisions, and how this fits into your overall retirement planning. While we don’t provide financial advice, we give you the knowledge to ask the right questions and make informed choices and can connect you with the right professionals.
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We partner with schools to deliver age-appropriate workshops that teach children the value of money, saving, and making smart spending decisions — building confidence for the next generation.Item description.
“We cover a range of key financial topics — from everyday money management to life’s bigger milestones — to help you build confidence and clarity at every stage.”
