The 3 things that drive financial independence

More than ever I hear people saying “I earn a good wage but I have no idea where my money goes”. Does this sound like you? Or someone you know?


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Money management sounds like something we should all know how to do but it can be quite difficult for some. AND it's getting harder. We are moving into a cashless society. The more you “tap and go” the easier it is to lose track of your spending.

Having a Financial Adviser or 'money coach' with you on your journey gives you tailored advice to your individual situation and ultimately aims to see you saving more so that you can reach some of your bigger financial goals (think home deposit, investment property….).

Coaching is not about saying no to all spending. It’s about education and assistance to understand your income and expenses. You set your budget. We help with getting the balance right (between Lifestyle expenses, Living expenses and Savings). Money management should be monitored not made up! So we use some great software to help you track your money in real time.

Financial independence is driven by 3 things:

1) How well you manage your money (Income, Expenses & Savings)

2) What you do with it? (Financial Goals, Lifestyle Goals & Strategies) and

3) where you park it (Super funds, Insurances, Investments, Loans etc.).

Having a coach will allow you to make confident, smarter decisions with your money and be able to say that you know exactly where your money goes.

Get in touch to find out how you can get started.

Note fees apply for this service.

General Advice Warning - This communication has been prepared on a general advice basis only. The information has not been prepared to take into account your specific objectives, needs and financial situation. The information may not be appropriate to your individual needs and you should seek advice from your financial adviser before making any investment decisions.