Does this sound like you?
Are you struggling with managing your money?
You’re making money but have no idea how to make it work for you and not you for it.
You would love to save for something special but find it oh so boring.
Honestly, you’re really nervous about anyone peeking under the surface and seeing your debt and spending.
Perhaps you have more money than you know what to do with and need to know how to make it work best for you.
You know you have to shift your mindset and make healthier decisions about your financial future.
If any, or many, of these sound like you then I can help you.
Why me?
Many years ago, 1998 to be exact, my goal was to become a Chartered Financial Planner and help people with their money. Within 4 years I had achieved my goal and became the youngest ever Chartered Financial Planner. There was only one problem, that was in Australia and I then moved to the UK where my qualification was not recognised.
Fortunately my Bachelor of Commerce was recognised and I progressed through the ranks of a number of large financial services companies in London and New York ending my corporate career at Goldman Sachs. On the day Lehman Brothers collapsed. Not fun. But I was pregnant with my second child and we decided it was time to return to the UK.
Several years later, I ventured into property development, initially as a flexible means to balance motherhood with work – an endeavour that was intended to be a sideline. However, my passion for the financial aspects of property development, such as structuring finance, raising capital, and budgeting, soon took precedence.
It was during this time that I encountered numerous women seeking financial independence, often turning to property investment. Yet, I also witnessed the risks associated with overinvesting in a single asset class, a scenario I myself faced. Thankfully, I emerged from this experience stronger, driven by a desire to spare others from similar hardships.
Today, as a Certified Financial Coach and on my path to attaining the UK Diploma in Regulated Financial Advice, I'm committed to guiding and coaching individuals toward the financial future they aspire to achieve. While I can offer general financial guidance, should you require product-specific advice, I can connect you with a regulated financial adviser, akin to the relationship between a GP and a specialist consultant.
How does coaching work?
Online 21 Day Coaching
Start with a 15 minute discovery call to discuss your objectives. Over the next 21 days, you’ll be provided with a series of prompts so you can tailor the perfect financial strategy for your current circumstances, considering factors such as your goals, income and expenditures, debt levels and savings, as well as mindset and risk tolerance. Every week, we'll provide you with a fresh video and accompanying worksheet aimed at honing and clarifying your strategy to get you started down the right path.
£99
Personalised 21 Day Coaching
The personalised programme provides all the advantages of the Online 21 Day Coaching programme with the additional benefit of two coaching sessions with me. In the initial 30 minute call, we discuss your objectives for the upcoming 21 days, strategise on the most effective path to reach your goals and identify the necessary tools for success. At the conclusion of the programme we reconvene for a 15 minute wrap up call to address any remaining questions and ensure you're firmly on track toward accomplishing your aspirations.
£499
90 Day Coaching Deep Dive
The 90 day deep dive provides an extensive exploration of your goals. We kickstart with a 90 minute call to thoroughly examine your objectives and obtain a comprehensive snapshot of your current position and future aspirations. I’ll go away and run a complete cashflow model of your business and personal position to ensure your strategy meets your objectives. Next, we dissect these goals into manageable subtasks, conducting weekly checkins. We conclude with a comprehensive assessment to confirm that you're on track to achieve all your targets and are equipped with a roadmap to get where you want to go.