Personal Consultation

Think of it like a financial health check

A personal consultation is a great way for someone to gain a better perspective of what’s working and what isn’t from the outside looking in .

Having over 12 years experience arranging mortgages and working with clients to help them reduce their debts has given me a great insight in to the habits of those who have succeeded and the barriers for those struggling to succeed.

How it works

Meeting with you in the comfort of your own home (or if distance is an issue we can complete a consultation by video call or phone) we unpack your current situation and future goals.

The initial consultation is a process that will allow us to understand how you manage your finances currently and will identify where changes can be made to ensure you stay in control. (or gain back control if you have lost it)

Often I find the changes needed are not necessarily around your budget but the habits or beliefs you have formed that now control how you use your money.

Once completed I provide you a written summary highlighting where you can focus your efforts and the mechanics of how.

10 key points to becoming better with your money including how to adopt a “Money Purpose Mentality” and “Eliminate Bad Habits”

Download your free copy now!


The online budget planner is fantastic. I always know where we stand and I can easily log in and adjust things as needed.


I had found in the first five to six weeks that I had saved nearly $1,000. I had never done this in my life and it felt good.


We are seeing our debt shrink, money grow. Simple principles that work. Magic!

Mike & Amanda

Framework that will enable us to manage our finances better and help us to learn how to save and aim to pay off our debts.

Henry & Malina