Coaching
Start your coaching journey
Coaching starts with your free Money-Wise profile. Your coach prepares from your results, so you create your profile here, take two free assessments, then request coaching from your dashboard.
Before coaching starts
Three free steps
Your coach prepares from your results, so these come first. Coaching then starts from $500.
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1
Create your free profile
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2
Take the Financial Health Check
Take the Health Check -
3
Take the Investment Risk Assessment
Take the Risk Assessment
How it works
- 1 Create your free profile here
- 2 Take the Financial Health Check and the Investment Risk Assessment
- 3 Answer a few questions for your coach on your dashboard, then pay to start (from $500)
- 4 A member of the team gets in touch to set up your first session