Does this sound like you?
“We earn good money, but we’re not saving.”
“I want to make a plan and feel like I’m working towards something.”
“I just want to stop feeling stressed about money.”
“I know we should budget… we just don’t stick to it.”
“We want to go on holidays, save for the future – but we’re just treading water.”
These are things my clients have said before we started working together. If you’re nodding along – you’re in the right place.
Here’s how it goes…
You bring your messy bank accounts, your ‘sort-of’ budgets, your dreams and your stress.
I bring structure, strategy and a fresh set of eyes.
Together, we can:- ✔ Review your income, spending, assets, debts and goals
- ✔ Create a plan that reflects your priorities
- ✔ Set up a plan that doesn’t suck the joy out of life
- ✔ Find sneaky money leaks and plug them
- ✔ Build savings (yes – even if it feels impossible right now)
- ✔ Help you and your partner get on the same page
What Clients Are Saying
“Lexi is amazing! Working with her has been the best investment I’ve made this year. Her background in financial planning is evident. Her knowledge is vast. She sets tasks for me to complete and holds me accountable to them each month. She shares her knowledge about everything so openly. She is the real deal. Everyone should work with Lexi!”
★★★★★
– Financial Coaching Client (May 2023)
“Lexi has been able to meet me where I’m at – a neurodivergent social worker who is impulsive with money! Lexi is easy to communicate with and helps me practically address my finances in a way that feels safe and comfortable for me. I would recommend Lexi to anyone!”
★★★★★
– Financial Coaching Client (September 2024)
“Lexi is the most amazing person to kick your butt into gear and achieving goals. Her knowledge is exceptional and paired with her amazing skills in excel 👌 but seriously she is an amazing money coach and I highly recommend.”
★★★★★
– Financial Coaching Client (May 2024)
I meet you where you're at..
Kickstart $220
For when you need a sounding board and some next steps.- ✔ 45-min 1:1 session
- ✔ Summary of links, tools & action steps
- ✔ Referrals to other professionals (if appropriate)
- ✘ Cashflow Critique not included
- ✘ Cashflow Plan not included
Most Popular
Essentials $440
Discover where your money is going – and what to do next.- ✔ 60-min 1:1 session
- ✔ 3-month Cashflow Critique
- ✔ Cashflow Plan Template
- ✔ Bite-size Personalised Action Plan
- ✔ Referrals to other professionals (if appropriate)
Best Value
Accelerator $990
For when you’re time poor and need done-for-you support.- ✔ 60-min 1:1 session
- ✔ 12-month Cashflow Critique
- ✔ Done-for-you Cashflow Plan
- ✔ Bite-size Personalised Action Plan
- ✔ 30-min Accountability Check-In
- ✔ Goal Setting Template
- ✔ Money Beliefs Reflection
- ✔ 12 Personal Finance Book Summaries
- ✔ Resources & Referrals
FAQs
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.
What is a 'Cashflow Critique’?
It’s a deep dive into your actual income and spending patterns, using real transaction data.
I’ll analyse what’s coming in, what’s going out, and highlight which levers you can pull to improve your cashflow.
Is everything confidential?
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.
Once I book, what happens next?
You’ll be directed to the Client Intake Form. This is designed to gather some extra info so we can hit the ground running.
Do you offer follow up meetings after the first session?
Absolutely! Follow-up meetings are available whenever you need extra support or accountability. These sessions are $198 (incl. GST) and can be booked at your convenience.
I'm not sure which is the best option for me.
Let’s jump on a quick call to work it out together. Book here.
