Hi! I'm Lexi.
Helping individuals and couples gain clarity,
"It's better to be rich,
than look rich!"
Lexi Smith
Founder & Financial Coach
BCom (Fin Plan & Bank), JP (Qual).
In 2020, after a decade as a Financial Adviser, I side-stepped into Financial Coaching.
With an energetic ENTP personality, I bring fresh ideas, practical strategies and a problem-solving mindset to every session. Whether it's boosting income, cutting back on sneaky expenses, or simply getting a clear plan in place, I'll help you move forward with confidence.
When I'm 'out of office', there's a good chance I'm at Fitstop inching my way closer to an unassisted chin-up, or trying to keep the peace between my 5 and 8 year old.
What's the difference?
Financial Counsellor
Financial Coach
Financial Adviser
Which is right for me?
Financial Counsellor
Can't pay your bills? Overwhelmed by debt? A financial counsellor may be the best place to start. They offer a free service.
Coach/Consultant
Earn good money but can't seem to get ahead? Have a budget you can't stick to? Big financial goals but no idea how to achieve them? Want advice but don't feel like you're ready to see a financial adviser? I can help!
Financial Adviser / Planner
Have a sizeable lump sum to invest? Need insurance advice? Super consolidation advice? Then you'll need to seek personal financial advice.
"We buy things we don't need with money we don't have to impress people we don't like"
– Dave Ramsay
