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
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Accountability
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Regular check-ins and discussions about your financial progress can help keep you on track and motivated to stick to your financial plan.
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Behavioural Coaching
We can help you identify and change money habits, overcome financial fears, and develop a healthier relationship with money.
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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.
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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.
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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.
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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.
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We’re here to help people with personal finance coaching, improving financial fitness and relationships with money.
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Packages
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
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
BRONZE
3 Month Plan
Initial Consultation
Customised Financial Assessment
Budgeting Basics
Follow-Up Support
SILVER
6 Month Plan
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.
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.
