Personal Consultation

Think of it like a financial health check

Watch the short video to understand the real benefit of a personal consultation.

With over 15 years’ experience in the finance industry, I know the habits and barriers to reducing debt and having money left over each month.

What I will do:

  • Help you identify the right strategy for you to manage your personal finances.
  • I’m not the lender so I have no vested interest in you other than your success.
  • Respect your situation without judgement or criticism, and with total confidentiality.

What I will not do:

  • Tell you where I think you should spend your money, that is your decision.
  • Tell you how bad your financial decisions have been.
  • Charge you if I cannot help you. After our initial phone call if I cannot help you I will do my best to point you in the right direction.

How it works

Once you have scheduled a consultation I arrange a 15 minute ‘No Obligation Phone Call’ This helps me determine that I can definitely help you.

I then email you a couple of simple forms to complete prior to the consultation. This helps me identify your current situation and start to collate solutions that will best help you.

We complete the scheduled consultation (approx 90 minutes) either in your home or by video call where we discuss your current situation and future goals.

This clarifies my understanding on how you manage your finances currently. I will  identify where you can make changes to ensure you stay in control. (or gain back control if you have lost it)

It is not how much you earn but the process you use with your money that is important

Upon completion of the consultation I provide you a written summary highlighting where you can begin to focus your efforts to always have spare money, pay down debt and get ahead with your finances.

How to have money left over each month

and enjoy the fun things in life without your mortgage restricting you

Get your free guide

Reaching out to Moneytrainer has been a life defining moment for my wife and I. Tony has helped us set up realistic and achievable goals with a structure that is so easy to use! The best part about it is, he doesn’t tell us how to spend our money, but instead he takes OUR value on it and he builds on that. My wife and I have put our full trust in Tony’s system for the last month and I can honestly say that it has superseded our expectation. Words cannot describe how much he’s helped us and I have absolutely zero doubt he can do the same for you. Thank you so much Tony, you have been amazing

Reece and Dani - Auckland

I could not recommend Money Trainer enough.. Finances are always such a sensitive topic but Tony has a unique ability to meet you where you are at, he spoke with such honour and understanding. To move from a place of uncertainty and worry when thinking about ‘budgets’ and debts now to a place of excitement is a miracle in itself. Thank-you Tony, I look forward to the progress with the tools I’ve now learnt

Brendan - Auckland

For so many years money came in and went out and I never felt like I had any control over it, in fact money controlled Me. I attended one of Tony’s seminars and he made so much sense we started to work together monthly and I am now back in control of my finances, I am saving money and have a clear vision of the way my money is being used. Tony is extremely professional and I never feel judged or embarrassed about revealing my financial situation. I highly recommend Tony at Moneytrainer.

Sandra - Auckland

I felt like I was in a never-ending cycle of not quite making ends meet. I just didn’t understand how to structure my money …. Now that I have been following Tony’s advice for over 6 months, I can strongly say that I am in a much more comfortable position and feel I am in control of my finances instead of them controlling me!

Jessica - Auckland