Financial Coaching

Financial coaching is a collaborative process designed to help you understand your unique financial situation, identify goals, and create a personalised plan to achieve them. It’s about providing clarity, confidence, and practical tools to take control of your finances and build a secure future.

Unlike financial advisors who may manage investments or sell financial products, financial coaching focuses on helping you build better money habits, reduce financial stress, and make informed decisions to improve your overall financial well-being.

Anyone looking to improve their relationship with money can benefit from financial coaching. Whether you’re aiming to get out of debt, save for a significant life event, reduce financial anxiety, or simply gain better control over your finances, coaching provides the tools and support you need to succeed.

Many clients report feeling more in control of their money, reduced stress, and a clear path to achieving their goals after just a few sessions. With the right guidance and support, you can develop better financial habits, improve your confidence in managing money, and work toward the life you truly want.

Every journey is unique, but the goal is the same: to help you gain clarity, take control of your finances, and feel empowered to make informed decisions for a more secure future.

No, I do not operate as a financial advisor. My role as a coach is to empower you to take control of your finances through education and support.

While I am a Qualified Financial Advisor (QFA), I do not manage investments, sell financial products, or provide specific investment advice. Unlike financial advisors, who may work on commission or have sales targets, I have no sales agenda—there is never any pressure to take on any policy, service, or direction unless you decide it’s right for you.

Finance can be a complex industry full of jargon, but I break it down into simple, actionable steps. Through education and clear guidance, I empower you to feel confident in making informed decisions about your money. My work complements the services of traditional financial advisors, and if needed, I can assist you in selecting the right advisor when the time is appropriate.

I am a Qualified Financial Advisor (QFA) at Level 7, with 17 years of experience in the financial services industry. My passion for empowering people to take control of their finances led me to transition into financial coaching and training, where I simplify complex financial concepts and provide tailored guidance to help clients achieve their goals. I hold a Level 8 Professional Certificate in Pensions, Insurance, and Investment from Griffith College and Certifications in Responsible and Sustainable Finance, Life and Workplace Coaching, and Training and Development.

This combination of practical experience and continuous professional education allows me to offer clear, actionable guidance to individuals and couples looking to improve their financial well-being.

The number of sessions depends on your unique goals and circumstances. Many clients begin with the Financial Clarity Consultation, a focused 90-minute session designed to assess your financial situation, set clear goals, and create a personalised action plan. This session often provides the clarity and direction needed to take the first steps toward your financial goals.

For clients looking for ongoing guidance and support, the 90-Day Money Mastery Program is an ideal next step. This structured coaching package helps you implement your plan, build better financial habits, and make consistent progress over time. With a mix of discovery, coaching, and follow-up sessions, it offers the tools and accountability needed to achieve lasting results.

If you’re unsure about what’s best for you, book a complimentary 20-minute call to discuss your needs and explore the most suitable options. For couples, working together ensures you’re aligned in achieving shared financial goals.

Yes, I work with couples or partners to help them develop a healthier relationship with money. Money is often a common source of conflict in relationships, but coaching provides the tools and strategies needed to navigate financial decisions collaboratively and effectively. Together, we can create a plan that reflects both partners’ values and priorities.

All sessions are conducted online, allowing you to work with us from the comfort of your home or office. This flexibility makes it easier to fit coaching into your schedule.

We focus on more than just numbers. At Progress Point, we take the time to understand your values, goals, and lifestyle to create a plan that works for you.

For example, we’ve helped clients successfully create budgets for life-changing goals, like buying their first home or starting a business, while also reducing financial stress. With personalised support and practical strategies, we empower you to make lasting changes and work toward achieving financial freedom.

Getting started is simple. Book a free 20-minute consultation to explore your financial goals and challenges. This quick, informal chat is a safe and confidential space to ask questions, learn more about the coaching process, and see how we can support you.

There’s no obligation—just an opportunity to take control of your finances and start building the life you want. Take the first step today!