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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.

Create your free profile

We email you a 6-digit code to confirm it is you. No password, and it takes a minute.

Already have a profile? Sign in and open Coaching on your dashboard.

Before coaching starts

Three free steps

Your coach prepares from your results, so these come first. Coaching then starts from $500.

  1. 1

    Create your free profile

  2. 2

    Take the Financial Health Check

    Take the Health Check
  3. 3

    Take the Investment Risk Assessment

    Take the Risk Assessment

How it works

  1. 1 Create your free profile here
  2. 2 Take the Financial Health Check and the Investment Risk Assessment
  3. 3 Answer a few questions for your coach on your dashboard, then pay to start (from $500)
  4. 4 A member of the team gets in touch to set up your first session

Quick tools

All tools