About Financial Coaching
Financial Coaching serves as a supportive guide on your journey to improve your financial position. If you’ve ever felt overwhelmed or uncertain about your financial decisions or structure, a financial coach is there to help you navigate the complexities of money management, empowering you to achieve your financial goals.
Think of it as having a personal trainer for your finances. A financial coach offers one-on-one guidance, helping you understand your current financial situation, set achievable goals and create a roadmap for success. They bring expertise and practical insights to help you make informed decisions (and keep you accountable along the way!).
Hi, I'm Lexi
I’m a former financial adviser and now one of very few financial coaches in Australia.
I’ve developed the 2024 program after working with hundreds of clients, just like you, to drastically improve their financial position.
Take some action to make this your best financial year yet!
Price & Inclusions
$19.95 per week
Kickstart Session
Refinement Session
Monthly Touch
Mid-Program Deep Dive
Monthly Touchpoints
End of year Review
Bonus
- Mini Cashflow Critique (save $295)
- Customizable Cashflow Plan Template
- Monthly Personal Financial Book Summaries
Agreement & Policies
Financial Coaching Program
Money Vine Pty Ltd agrees to provide financial coaching services as outlined herein. By signing up, you agree to abide by the terms outlined in this agreement.
Confidentiality
Your privacy is a top priority and all information shared is treated with the utmost confidentiality and respect. All personal information shared during our sessions, including financial details, goals and challenges, will be kept strictly confidential. Your information will not be disclosed to third parties without your consent.
Payment Terms
- The program is $19.95 per week.
- Payments will be processed through Stripe on a recurring weekly basis.
- There is a 6 month commitment period. If you decide to cancel within the first six months, the remaining payments for the initial six-month period (26 weeks) will continue to be charged. This ensures a gradual and steady payment structure rather than upfront invoices, whilst ensuring payment is made for services already rendered.
Rescheduling Sessions
Life happens. If you need to cancel a session, we can find a mutually convenient time to reschedule. I ask that you be respectful of this though and only reschedule when absolutely necessary.
Frequently Asked Questions
Where And When Are The Sessions Held?
Sessions are held via Google Meet and are available between the following times:
Monday to Friday – 9:30am – 2:30pm & 7:45pm – 8:45pm AEST.
I Am An Existing Client, Can I Switch To This Program?
Absolutely! Just set up your payment method & book your next session. There’s no need to complete the Client Intake Form.
I’m On The Fence. How Do I Know If This Program Is Suitable For Me?
- Are you living in Australia?
- Do you want insight into exactly where your money is going?
- Do you want to make informed financial decisions & improve your financial health?
- Do you tend to get better results when you have someone to be accountable to?
I Have A Partner. Do We Pay $19.95 Each?
No, $19.95 total.
What Is A ‘mini Cashflow Critique’?
It’s a detailed, 3 month analysis of your income and spending. Here’s a video with more detail.
