Personal Strategy Session

Creating a budget that effectively encompasses both ongoing expenses and future goals is not a one-size-fits-all in personal finance. In a world inundated with information, the search for solutions can often lead to more confusion than clarity.

Consider a Strategy Session as an investment to fast track this process. Together, we can dive into various aspects, such as those listed below, with the ultimate aim of equipping you with the knowledge and practical steps needed to manage your everyday finances effectively.

Whether you prefer a focused exploration of a specific area or a more comprehensive overview, the choice is yours:

  1. Personal Budgeting: Tailoring your budget to work in your favour.
  2. Planning/Goal Setting: Creating realistic and achievable goals without accruing more debt.
  3. Habit Building: Understanding your habits and exploring alternative approaches.
  4. Mortgage Interest Rates: Assessing their importance and determining where to focus your attention.
  5. Refinancing My Mortgage: Grasping the pros and cons of refinancing tailored to your situation.
  6. Debt Management: Strategising ways to eliminate debt faster.

Simply indicate your focus area when scheduling your strategy session, and we'll work together to ensure your financial structure aligns with both your immediate needs and long-term objectives.

Reece & Dani


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...



As I navigate through owning my own business and the changes from not being a salaried worker, Tony has been amazing! He has given me invaluable advice and guidance and a platform that is straightforward to ...



Typically, like a lot of first home buyers we have done a lot of research, however still found that there were lots of questions that we still did not know the answers to.

We had time to go through our goals, plans and challenges in a really open discussion, instead of us going...


Duration: Sessions range between 60 and 90 minutes.

Preparation: Once a strategy session has been booked you will be provided a link to an online questionnaire to complete to ensure I can help you where you want most.

Cost: $299. 

Includes a FREE copy of my book 'How I fixed My Broken Budget'

Sessions are completed via zoom video call and part or all of the call may be recorded. A link to any recording is provided to you following your strategy session so you can review anything discussed in your own time if necessary.