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 COMING SOON 

Turn your dreams into reality

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1-1 Financial Coaching

Your future planned

Financial Education

 We can help with budgeting, entitlement to additional income (like in-work benefits such as Universal Credit or claiming additional income for ill health), bank accounts. This knowledge empowers you to make informed decisions about your finances.

Goal Setting

and Planning

Whether it's getting you financially ready to buy a home, or saving for education, we can create a realistic and actionable plan to achieve these objectives

 

 


 

Accountability

Regular check-ins and discussions about your financial progress can help keep you on track and motivated to stick to your financial plan.

Behavioural Coaching

 We can help you identify and change money habits, overcome financial fears, and develop a healthier relationship with money.

Customised Advice

Personalised advice based on your specific financial situation. This tailored guidance takes into account your income, expenses and future aspirations, providing recommendations that suit your individual needs.

Navigating Life Transitions

Whether you're going through a major life change such as marriage, divorce or job loss a money coach can help you navigate the financial implications of these transitions and adjust your financial plan accordingly.

Financial Wellness

This helps with not only planning, but also addressing stress and anxiety related to money. We can help you build a financial plan that aligns with your values and contributes to your overall well-being.
 

Save Time

and Stress

Managing personal finances can be overwhelming and time-consuming. We can streamline the process, saving you time and reducing stress associated with financial decisions.

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We’re qualified and licensed to help people to deal with complex debt problems. But, not everyone who has credit, or wants to talk about money, has a debt problem.

Sometimes people just need a little money management guidance, someone to take a look at their household finances and show them ways that they can improve things.

We’re here to help people with personal finance coaching, improving financial fitness and relationships with money.

Packages

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POWER HOUR

1 hour session

Financial Clarity

Understand your current household finances and pinpoint areas for growth.

 

Mindset Mastery

Uncover and overcome limiting beliefs surrounding money

 

Tailored Strategies

Receive personalised strategies and tactics to optimise your money management a clear plan towards improvement and financial wellbeing

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MONEY M.O.T

 2 hour session

Our Money MOT Package a comprehensive service designed to evaluate and optimise financial health

 

What's Included

 

Financial Health Assessment

We'll examine your income, expenses, cover, and overall financial habits to identify areas for improvement and optimisation.

 

Budget Review and Optimisation

Review of financial goals and lifestyle. We'll identify potential savings opportunities and gaps in provision, streamline your expenses, switching for money saving and come away with an actionable and working household budget plan

 

Goal Setting

Implementing strategies to maximise your financial efficiency to ensure you stay on track towards financial wellness.

Bespoke Money Coaching

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BRONZE

3 Month Plan

Initial Consultation

Customised Financial Assessment 

Budgeting Basics

Follow-Up Support 

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SILVER

6 Month Plan

Initial Consultation

Comprehensive Financial Analysis 

Goal Setting Workshop

Advanced Budgeting Strategies

Personalised Action Plan 

Exclusive Resources and Tools 

Follow-Up Support 

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GOLD

12 Month Plan

Initial Consultation

Comprehensive Financial Assessment

 Goal Setting and Strategy Workshop 

Financial Wellness Coaching Sessions

Advanced Budgeting Strategies

Personalised Action Plan 

Accountability

Exclusive Resources and Tools 

Follow-Up Support 

We do not offer debt advice with our personal finance coaching services

 

Information with no advice on specific financial products. Our paid services for personal finance coaching are subject to a financial fitness test, we will refer you to sources of free money and debt advice if we’re not able to help.

 

 

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Our coaches are experienced professionals with a deep understanding of personal finance. Our coaching goes beyond just numbers. We help you develop healthy financial habits, build confidence in your financial decision-making, and provide ongoing support to help you stay on track.

 

​The value of a money coach depends on your individual needs and circumstances. If you're considering hiring a money coach, it's important to choose someone with the right qualifications, experience, and a coaching style that resonates.

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