Personal Consultation

A personal consultation is an opportunity to fine tune what you are doing or get an insight into the best methods or strategies for you personally.

Personal finances are not a ‘One size fits all’ and a consultation helps uncover anything that may be getting in the way of your success and defining what other options might be more suited to you and your circumstances.

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

Having spent over 15 years’ experience in the finance industry before setting up Moneytrainer helped me discover what got in the way of people’s success.

Habits, barriers wrong strategies that made it difficult to reduce debt and have money left to save.

Consultations are a great way to find out what you are doing right and what you could be doing better.

They are an investment in your future.

Completed by a secure private video call. If you prefer a meeting in the comfort of your home please advise when booking. An additional cost may apply depending on your location.

What I will do:

  • Help you identify the right strategy for you to manage your personal finances.
  • Assist you to determine whether what you are doing right now is the best course of action for you.
  • 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.
  • Charge you if I cannot help you. After you have provided your basic information if I cannot help you I will do my best to point you in the right direction.

How it works

Once  a consultation is booked you will receive a confirmation email with a link to provide some basic information (can usually answer these in less than 10 minutes).

This helps me identify your current situation and start to consider possible solutions that will best help you.

We complete the scheduled consultation (60 – 90 minutes)

Upon completion of the consultation a written summary or copy of the recorded consultation is provided.

It is not how much you earn but the process you use with your money that makes ‘ALL’ the difference

What others have to say

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 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