Married with Kids

Online Financial Health Check

Invest in your financial future with our comprehensive 60-minute online sessions, designed to provide tailored insights and strategies for your financial journey. For just $300 plus GST, you'll receive expert guidance on budgeting, cash flow management, debt repayment, and more. From our sessions, you’ll walk away with a personalised Three-Step Action Plan. Plus, as a token of appreciation, you'll be reimbursed $50 after leaving a review on Google.

Book your session instantly and take the first step toward financial clarity and confidence!

We understand that managing family finances while juggling the demands of work, parenting, and daily life can feel overwhelming, especially when time is in short supply. That’s why our 60-minute online sessions are designed with busy parents in mind. Offering flexibility and practical advice, we focus on delivering smart, actionable strategies to help you manage your finances without adding to your already packed schedule. Whether it’s budgeting, planning for school fees, or building a rainy day fund, our goal is to provide peace of mind and financial clarity at a time that suits you.

To help build your Three-Step Action Plan from our meeting we will discuss the following:

1. Cashflow Management:

   • Understand your income and expenses.

   • Create a family budget that aligns with your financial goals.

   • Explore strategies for tracking spending and maximising savings.

2. Debt Repayment Strategies:

   • Identify and prioritize debts.

   • Learn effective methods for reducing and managing debt.

   • Discuss options for consolidating debt and improving credit scores.

3. Insurance Position Review:

   • Assess your current insurance coverage, including health, life, and property insurance.

   • Determine if you have adequate protection for your family’s needs.

   • Explore options for adjusting coverage and lowering premiums.

4. School Fees Planning:

   • Discuss budgeting for school fees and related expenses.

   • Explore savings plans and scholarships available for education.

   • Learn how to balance education costs with other financial responsibilities.

5. Building a Rainy Day Fund:

   • Understand the importance of having an emergency fund.

   • Set goals for how much to save and how to prioritise contributions.

   • Explore accessible savings accounts and investment options for short-term goals.

6. Avoiding Common Financial Mistakes:

   • Identify pitfalls in family budgeting and financial planning.

   • Discuss the importance of regular financial reviews and adjustments.

   • Learn tips for making informed decisions as a couple.

7. Superannuation Review:

   • Understand the significance of superannuation for your family’s future.

   • Review your current superannuation plans and contributions.

   • Explore strategies for maximising your retirement savings.

8. Estate Planning Essentials:

   • Discuss the importance of wills and power of attorney.

   • Learn about trusts and other estate planning tools to protect your family’s assets.

   • Understand how to create a comprehensive estate plan that reflects your wishes.