Frequently Asked Questions
What is financial training?
Financial training is the process of challenging your financial mindset, teaching you sound financial principles, suggesting solutions with a plan and building your confidence to achieve your desired results.
I will help you discover more about yourself and your relationship with money. I will guide you to identify what money decisions are having a negative impact on your life. I will then teach you new financial skills and habits and support you to make these good financial habits part of your life.
Is a financial trainer similar to a financial adviser?
No. A financial trainer will help you to understand and manage your finances more effectively. A financial advisor will advise you about different financial products and will help you to decide which ones are suitable for you. As a financial trainer, my goal is to help you get your financial ‘house’ in order by establishing strong financial foundations you can build upon.
How do I know if financial training is suitable for me?
I offer a complimentary 15 minute, no obligation discovery session to see if we could work together and establish whether or not financial training is something that will work for you.
How long does your training program run for?
A full year. Here’s why:
- Your spending runs on an annual cycle. This means how and why you spend in December is different to July. And it’s not just about the numbers. Each of us views money very differently and this impacts our approach to money, or our money personality. I could craft you the perfect spending plan and give you the easiest personal financial management system in the world, but if you’ve never taken the time to understand your unique financial blueprint – your money personality – you’ll always end up back where you started. I will guide you in discovering, learning and understanding your unique financial blueprint. The better you understand your money personality, the better you’ll be able to engage and embrace it.
- Successful money management is 20% knowing what to do and 80% (or more) behaviour. It’s impossible to change lifelong financial habits in a few sessions. But trust me, the year will go by quickly when you see the wins you’re achieving every month.
Am I locked in?
No. My mission is to help you take control of your finances and change your money story. Based on my experience, 12 months is the best timeframe to put everything in place and get you money smart, money confident and ready to face your better financial future.
But if for some reason in you feel you need to leave early, or take a break from the program, this option is always available to you.
Where will the training take place?
I understand that you are busy and it’s not always convenient to leave work early to see me, so I’m flexible with my hours. We can meet after school drop off or after dinner. I only request that you find a time where I can have your complete attention so we can make the best use of your time.
How much do you charge?
This is your journey. This is all about what you need. My clients range from “just point me in the right direction” types to people who know “I need you to get things done” and everybody in between. So I’ll work with you to build a bespoke quote that suits your needs, your life, and your journey.
But regardless of who you are, my goal is that you’ll save more money than what you pay me. End result: you’ll come out ahead. Not just for a year but for the rest of your life. Think about how much that is worth to you and your family.
Are you a financial adviser?
I was a qualified financial adviser in Australia but chose to relinquish my qualification as my mission is to help people learn core money management skills for life. This is not something we are routinely taught in school, and yet it is such a critical life skill. Think about it – every decision you make has some money element. This money element could be tiny, such as whether you buy a coffee, or big, such as what type of house you buy. Learning how to be the master of your money will have a lifelong impact on your life and your relationships. There’s no shame in past mistakes. It’s how you handle your money going forward that is important.
Are you and your wife still dancing?
Yes. In fact, we run a boutique street latin dance school in Melbourne. You can find out more about it here: www.momentalife.com.au