Smart Money Sessions

Strategies for better managing money in and out. Who is this for? This plan is ideal for anyone who wants to get a clearer handle on their day-to-day finances. If you often wonder where your money goes, struggle to balance income with expenses, or want to start setting aside savings, Cash Flow Boot Camp gives you the tools to track, manage, and plan more effectively. It’s especially helpful for people starting out on their financial journey or those who feel ready to reset their habits and build stronger money management skills. $990 + GST

Practical steps to reduce and remove financial stress. Who is this for? This option is designed for people who want to pay their mortgage off as quickly as possible . You don’t have to be chained to your debt. You get to define what day you pay off your mortgage - your ‘Freedom Day’, and we’ll show you how you can get there. Price : $500 + GST

Planning ahead for schooling and higher education costs. Who is this for? This option is for parents, guardians, or even grandparents who want to prepare financially for a child’s education. Whether you’re looking at school fees, university tuition, or future study costs, this plan provides guidance on how to set aside funds, manage savings, and structure investments to make education goals more achievable. It’s also helpful for families who want to understand the different funding options available and reduce financial stress when education milestones arrive. $500+GST

Protecting Business Partnerships with Smart Planning Who is this for? This option is designed for business owners and partners who want to safeguard their business in the event of unexpected changes, such as retirement, illness, or the passing of a partner. It’s particularly relevant for small-to-medium enterprises and family businesses where continuity and fair value are essential. A buy-sell agreement provides clarity, reduces uncertainty, and helps protect both the business and the individuals involved, ensuring that transitions are managed smoothly and fairly.

Building Confidence in Your Property Journey Who is this for? This plan is for parents wanting to support their kids in buying their first property. Explore our top strategies to help your children enter the property ladder without jeopardising your own financial stability. During our one-on-one consultation, one of our financial experts will guide you through various property pathways that can help your children enter the market by the time they reach adulthood. $500 + GST

We know that building confidence with money starts with the basics. Our Finance Fundamentals mini plan is designed to help you build strong money habits from the ground up. It’s a practical way to improve financial literacy and gain confidence with budgeting, savings, and debt management. Who is this for? This plan is ideal for anyone just starting their financial journey, those wanting to understand where their money is going, or people looking for simple tools to take control of their everyday finances. POA