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5 week workshop series

Money With Purpose

From budgeting to intentional planning.

Most people don't have a money problem, they have a clarity problem. Over five weeks I'll take you step by step from feeling stuck or behind to having a clear, simple plan that connects your money to the life you actually want.

Starts Monday 2 November, finishes Monday 30 November.

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Planning finances together

Wherever you are right now, this workshop will help move you forward

Everyone's journey is different. Whether you feel stuck, behind or just curious, this workshop series meets you where you are.

The biggest changes usually aren't in your payslip. They're in how you think about money, the habits you've built and the system you use. That's what we work on together.

Managing money well is a skill. Like any skill, it can be learned, practised and improved, and it's a lot easier with the right support alongside you.

What we'll cover each week

One focus each week, building on the last, so it all comes together into a plan that's yours.

Your personal details stay private

Your personal circumstances or financial details are never discussed on these calls. Instead, you have the opportunity to schedule a complimentary 45 minute personalised coaching call midway through the month, where you can get greater clarity and direction if you wish to do so.

1

Week 1 · Monday 2 November

The S.O.S. Framework

Your foundational roadmap: Stabilise, Organise, Strategise. Think of it as a financial GPS. Understand the simple steps to take that will move you from being reactive with money, juggling expenses and wondering why you can't get your savings to grow.

2

Week 2 · Monday 9 November

The debt and savings balance

Gain insight into the financial system and what lenders know but will never tell you. Understanding this is what equips you to pay down debt faster while also building savings and get ahead financially.

3

Week 3 · Monday 16 November

From budgeting to intentional planning

Why most budgets fail and how to fix it. Move from reacting to what's in the account to directing your money with purpose, using a simple system that survives real life.

4

Week 4 · Monday 23 November

Financial goals and your next step

Learn the three categories financial goals fit in and how and when to implement these in your finances. Often financial goals are short lived, start with good intention but then drop out of the budget. This session shows you how to fix that.

5

Week 5 · Monday 30 November

The emotional side of money

Most of managing money is about beliefs, behaviours and habits, not what you earn. Understand what really drives your money decisions and how you can take back control and become intentional with your money decisions.

Imagine this

By the end of the five weeks, you'll have what you need to:

  • Know exactly where your money is going, and why.
  • Grow your savings, even while you're paying off debt.
  • Have goals that excite you, not just bills to manage.
  • Use a simple system that keeps everything clear and in control.
  • Feel like money is a tool, not a source of dread.
  • Stop just surviving and start building something.

What's included

5 weekly group sessions

Every Monday from 2 November to 30 November, working through one topic each week.

A personal coaching call

An optional complimentary 45 minute 1 on 1 call midway through, for greater clarity and direction on your own situation.

Access to Moneytrainer

The customised online budget planner, included for the duration of the workshop series.

What clients say

“I found that in the first 6 weeks I had saved almost $1,000. I had never done this before in my life.”
Deborah
“This short amount of time has not only highlighted areas I can work on, but also shown me I can actually have financial hope for the future. I can't thank you enough for reducing my anxiety around money and freeing me to look forward to the future!”
Jody
“I never for a moment thought I could change my career but having the clarity of how we can live with a much lower income has given me the confidence to take the step.”
Alex

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Register your interest

Registering your interest isn't signing up.

It's just a quick check to make sure this workshop series is the right fit for you. If it is, I'll be in touch with further details.

Prefer to talk first? Call me on 027 239 0046 to find out more before registering your interest.