Building Financial Confidence Through Personalised Support

Our methodology centres around providing accessible, research-informed guidance and ongoing support for developing financial skills relevant to Australians. We work step-by-step, meeting you where you are, adapting our approach to fit changing circumstances, and prioritising clarity at every stage. Our resources are free from jargon and designed for everyday use, so you can confidently take charge of your financial decisions. Results may vary and depend on your commitment and personal effort. No information on this website should substitute for professional financial advice.

Clarity

Easy-to-understand, practical guidance

Support

Accessible help throughout your journey

Couple discussing finances at home

Meet Our Team

A dedicated group with practical financial know-how.

Jessica Smith

Jessica Smith

Lead Consultant

Sydney

Focus Areas

Planning Spending Saving Support

Jessica works with Australians seeking adaptable advice to manage finances in daily life.

Aaron Blake

Aaron Blake

Consultant

Melbourne

Expertise

Income Habits Budget Awareness

Aaron helps people understand how daily choices impact overall financial confidence.

Rita Chan

Rita Chan

Support Specialist

Brisbane

Key Topics

Support Consults Information Advice

Rita ensures approachable, friendly help is always available for our community.

Tom Weaver

Tom Weaver

Research Coordinator

Perth

Strengths

Research Resources Updates Translating

Tom reviews new resources and updates guidance to fit current Australian settings.

How Our Support Works

Our approach builds confidence and supports you in practical steps, tailored to evolving Australian financial needs.

1

Initial Conversation and Needs Overview

We start with a conversation to understand your context and what you’d like to improve.

Our Goal

Learn your aims and personal circumstances for more relevant support.

What We Do

Ask questions about your situation to get an idea of your current strengths, priorities, and where you want clarity. Listen without judgment and make you feel welcome.

How We Do It

Conduct phone, online, or in-person sessions, giving you space to share details so we can adapt advice.

Tools We Use

Checklists, quick assessment forms, optional notes.

What You Receive

Summary of discussion and possible ways forward.

Consultant Team
2

Custom Guidance and Solution Planning

We develop suggestions that suit your evolving needs.

Our Goal

Provide approaches that reflect your situation and set achievable steps.

What We Do

Translate initial discussion into basic strategies or options, checking that each option is feasible for your resources and comfort level.

How We Do It

Offer advice using simple language and visual steps, confirming at each point that they make sense for you.

Tools We Use

Sample templates (optional), visual guidance aids, quick summaries.

What You Receive

Written suggestions and simple templates for reference.

Lead Consultant
3

Follow-up and Ongoing Support

We keep supporting you as you build your skills and adapt to changes.

Our Goal

Stay available for your queries and provide encouragement.

What We Do

Schedule check-ins, answer email questions, offer reminders for ongoing progress.

How We Do It

Respond via your preferred communication style—calls, chat, or email—to resolve new issues or doubts.

Tools We Use

Updates, reminders, supportive checklists.

What You Receive

Timely responses and encouragement each step.

Support Specialist
4

Continuous Improvement and Feedback

We gather feedback to enhance relevance and value.

Our Goal

Gain insights for improving our support as circumstances shift.

What We Do

Request evaluations or ideas for how our advice can grow and better serve your intentions.

How We Do It

Distribute brief surveys or gather comments in person or electronically, committed to responding constructively.

Tools We Use

Feedback forms, periodic experience surveys.

What You Receive

Updated support materials and enhanced guidance.

Research Coordinator

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