How to work with me
Whether you’re starting to educate yourself to become more financially savvy or you are at the stage of seeking personalised financial advice – I’ve got a solution for you.
I’m ready to take control of my money
You’re ready to tackle money on an emotional and practical level and create a money management plan.
Find out more about the Kick start program and join the waitlist!
I’m ready for advice
You’re keen for a financial adviser to take a detailed look at your financial position, talk to you about your goals and map out a personalised financial plan to achieve them.
The Money Mode Story
Money Mode was founded off the back of wanting to do things differently in the financial planning space.
Money Mode provides you access to a philosophy that allows you to get your financial life sorted, set direction and build a pathway to achieving your ideal lifestyle.
I am first and foremost a licensed financial adviser and provide personalised and specialist advice to a small number of individual clients each year, I love the variety clients present all the way from strategies to buy a first home, to helping families reduce their debt, protect their family and build their investments and wealth to helping client prepare for retirement, transition into retirement and support them through their retirement years.
I am all too aware that the barriers to entry for receiving this advice might be considered high when you are starting out or trying to get ahead.
My driving passion is to make financial know-how more accessible and affordable, hence my focus on sharing my knowledge and having the money conversations as much as possible across various platforms and the creation of the ‘kick start’ program to give people an affordable starting point to take control of their money and set their foundations.
I have two themes that I talk a lot about through the Money Mode content that are foundational to the philosophy I share… just so we can be really clear when I talk about these terms, this is what they mean to me:
What is financial freedom?
It’s not a specific sum of money. It’s not achieving a certain status. It’s not yachts and fancy cars. It’s being financially organised and achieving a plan that you are in control of, where money is the enabler to you living a life of choices (choices that are important to you!!). It’s about being empowered and in control.
What is financial well-being?
It’s about aligning your money habits and decisions to your life purpose and your values. We usually think of mental, physical and spiritual health when the word well-being arises, but money is a very important part of your overall wellbeing too. It’s important to create awareness and understanding around certain behaviours that can impact and contribute to your overall well-being.
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