Supporting your teams to get financially fit in the workplace

Access resources like the Building Financial Fitness webinar & a discounted consultation with an financial coach. Complete the form below to get a discounted consultation for just $149 (usually $400) if booked before Friday the 27th of October 


Wednesday October 25th | 1:00pm – 2:00pm

83% of us are stressed about our finances. 83%!
  • The situation – why ‘she’ll be right’ will no longer see you right
  • The pillars of financial success (& why it’s not just about financial literacy)
  • Understanding your money personality & financial BMI
  • Why accountability works
  • Dealing with debt
  • Getting mortgage-free faster
  • Client success stories
  • Q+A

Book your consultation with an coach

Working with an coach, the consultation will offer you the opportunity to better understand your current financial situation, determine the goals that matter most to you, understand your money habits, how these habits might impact your ability to succeed, and to consider how an plan could help you achieve your goals for managing your finances.

What’s included in my 90-minute consultation?

We all start our financial journey at different stages. We have different tendencies, wealth levels, timeframes, and ambitions. No matter where you’re starting out and where you want to end up, can help.

Your initial consultation with an financial adviser is designed to get a better understanding of where you are now and what your financial goals are to see how we can support you on this journey. It’s split into four parts.


Part 1: Diagnosing your situation

We start by understanding your money story, your money values, and your current money mindset. We assess your financial strengths and tendencies, the areas you need to work on, and your areas of opportunity.

We’ll look at what your own, owe, earn, spend, and save. If you have a mortgage, we look at the speed at which you’re currently repaying it, and whether there is room to improve this. If you have investments – whether in property, shares, or managed funds – we look to understand the story behind those investment decisions, before assessing if they remain ‘fit for purpose’.

Knowing all this helps us diagnose your starting point and wealth position.


Part 2: Analysing the opportunities

Once we have a good idea of your current financial performance, we will benchmark this against where it needs to be for you to reach your financial goals.

We will show you your current ‘financial default’ – where you would likely end up if you don’t make any changes, and whether your current efforts are enough to achieve your financial goals and unlock your full wealth potential.

We will identify areas of inefficiencies (or fritter) and overlay our proven methodologies for saving more and repaying your mortgage faster (if applicable) to see where baseline improvements can be made.

Then we consider your wealth plan, and whether your money is working hard enough to ensure you are on track to retire on your terms.

Ultimately – we identify the key problem you’re trying to solve, and the actions you can take to improve your situation.


Part 3: Recommendation

Once we know where you’re at and what you could be capable of achieving, we’ll show you

  • how you could be working smarter,
  • how you could make your money work harder
  • what you should be doing to maximise the probability of success
  • the sequence of actions needed to create the biggest impact, and
  • how every decision your make affects your ability to meet your financial goals.

We’ll discuss a high-level game plan for what you need to do and when to achieve your financial goals. Depending on your situation we’ll also show you a projected mortgage repayment target, what you need to save for retirement, and your options for growing wealth fast and closing a retirement gap.


Part 4: Share what happens next

Once we know where you’re at now, where you want to be, and how we can help you get there faster, we’ll give you a rough outline of what the next 12 months will look like when you sign up for an programme. Depending on your overall situation, you may require a quick ‘tune up’ or a more intensive programme of support to unlock your potential faster.

We’ll send a summary email outlining what’s been discussed and our programme recommendation.

Once you’ve signed the dotted line, we can get started on helping you secure your financial future.

The programmes

Focus on the goal you want to achieve when you sign up for an programme. Each programme is built around a particular theme – whether you’re trying to get ahead, pay off the mortgage or begin your investment journey. Here’s a selection of the programmes we offer.


Hear what our clients have to say about their experience with

"Paul Cho always explains his advice in terms I can understand. He created an environment and rapport where he’s able to challenge me to look critically at my spending habits, goals and previously held beliefs of what might be possible. I have much greater financial literacy, and feel much more financially empowered and motivated since working with Paul."
Paul Cho's client
"Best thing we have ever done. Great to see exactly where your money is going and the progress we are making with our mortgage. We are very grateful. Thank you to the team."
Elizabeth Blake's client
"We have been amazed at what a difference restructuring our banking has made to paying our mortgage off quicker."
Nadine Higgins' client
"Roger is just fabulous! He listens to us and has our end goals at heart. We would not be in the position of having options if it wasn’t for Roger and the team. Best decision and investment we have ever made. Thank you."
Roger Swift's client
" has made us more aware of our spending and what the possibilities are when it come to our finances and paying off our mortgage. We are extremely excited about what we will achieve in the next few years."
Alisha Brady's client
"I liked that Kristin was thorough, didn't judge my spending habits, and made me feel like I've got options. She also explained things in ways that were easy to understand."
Kristin Sutherland's client
"I like that it was a personalised service. My consultant was knowledgeable and able to answer my questions with clarity & non-judgement. I was able to establish some clarity for my goals in the timeframe."
Kristin Sutherland's client
"Hannah was very approachable and easy to talk to. We didn’t feel like we were being told off or made to feel we had been doing the wrong thing, but how we could turn things around and make things better."
Hannah McQueen's client
"I like how the plans are able to pivot when life requires, and how excited our coach seems to be helping us achieve our goals!"
Justin Gauci's client
"Having an independent person review our spending is helpful in regard to knowing what is normal or excessive. My husband is more likely to listen to our advisor than his wife."
Dianne Barlow's client
" has really helped me keep on track with my financial goals. We have a great relationship with our coach, who gives us amazing, honest advice and keeps us accountable. I believe without the help of we would not have purchased our first home. Thank you!!"
Corrie-Ann Jones' client
"I appreciate that it's completely personalised to me and my circumstances, not a cookie cutter one size fits all."
Nadine Higgins' client
"It's always a great experience talking to my financial coach, I tell my friends she's like a magician with money."
Karyn Grindlay's client
"We just need to tell you that Matt is amazing! He listens and we always get precise and honest guidance on our current financial situation and strategy for the future. We couldn't do without him. Thank you, Matt!"
Matt Buckeridge's client
"I liked the format from setting up the first meeting (and having the option to choose the person I wanted to meet with) to the follow through following the first meeting. The dialogue during the meeting itself was insightful and easily provided me with a strawman for how I could achieve my financial goals. I also did not understand how much of the heavy lifting would be done by the team for me. Hearing that was like being given a glass of cold water on a hot day."
Hannah McQueen's client
"I felt there was no judgment from the advisor I had my initial meeting with. She listened to me and by asking further questions was able to lead into deeper conversations. I also felt safe speaking with her and feel confident moving forward with what I want to achieve."
Lisa Butler's client
"Personalised, informative, scary but in a positive way. No hard sell, just facts & data."
Kristin Sutherland's client
"Felt that Katie interpreted exactly where I was at and what I needed. I felt heard."
Katie Wesney's client