Services
Budgeting and Beyond
Jump Start to Thrive Session
In this two-hour standalone session, you will develop a clear understanding of your spending patterns, enabling you to effortlessly make adjustments and increase your savings for your financial objectives. You will receive practical tools and guidance and together we will assess your current situation and map out a personalised Money Action Plan that aligns with your lifestyle and financial goals.
You’re getting Divorced
Sessions especially tailored for those going through seperation and divorce - including pre and post divorce budgeting
Revamp your Money Mindset & Habits
In this 90 minute session we will start exploring and understanding your relationship with money to identify and change harmful financial habits for a better financial future.
Thrive program
This program is ideal if you are seeking to gain control over your finances and establish a foundation for financial independence.
We will work together for 6 months and :
Uncover your money story
Dive in and transform your money mindset
Gain clarity on your spending
Design your dream lifestyle
Align spending with your life goals
Amp up your money smarts
Streamline bill payments and transfers
Craft a stress-free Spending plan
Create a strategy to manage your debts
Build a savings strategy
Walk away with practical tools and personalised money blueprint
Eliminate money worries for good
I’m here to help you step by step with financial wisdom and personalised support!
Let's work towards a better financial future for you.
Seniors Home Office and Centrelink Concierge
Age Pension and Centrelink Assistance
Working with you to provide stress-reducing support :
• Navigating Centrelink processes, including Age Pension applications, reassessments, and Concession Card applications.
• Continuous support through Nominee arrangements.
• Helping you avoid long queues and extended phone wait times with Centrelink.
• Supporting you utilize online platforms such as Centrelink and MyGov.
Collaborating with your current advisors throughout the process.
Support also in understanding Aged Care and Home Care Fees
* Age Care Screened & Police Checked
General Home Office Assistance
My General Home Office assistance service offers a streamlined financial assistance to free you from the stress and worry and will help empower you to maintain control ~ we do this by:
• Evaluating, auditing, and organising current bill payments.
• Establishing an efficient bill payment system and schedule.
• Supporting you in reviewing household expenses and negotiating with service providers.
• Helping you understand the money maze. Helping you understand your cashflow and preventing the stress of not knowing, while keeping an eye out for irregularities.
• Introduce a document organisation system for you