Financial Coaching for Millennial Couples
The couples we work with are driven, family-focused, and building great businesses in industries like Real Estate and Allied Health. But between work, family, and life – money conversations often get pushed to the back burner.
We help you reconnect, realign, and take control of your finances so you can build wealth and freedom, together.
Financial Fitness Assessment
The first step my clients take is to complete a ‘Financial Fitness Assessment’ session with me.
This session gives you (and me) clarity on your current financial health (which is a combination of your cashflow & net worth) – and allows us to determine the next best step to take.
Which is either:
- Implementing the insights you gain from this session on your own
- Referring you to a trusted expert in my network who is better suited to solve your most important priority
- Offering you the opportunity to work alongside me for a 12 month coaching commitment
The investment for this session is $195.
Email me at daniel@danielmarshallcoaching.com to get started.
Client Feedback
“When we signed up with Daniel, I was looking forward to getting some more clarity around our personal finances, maybe get a few tips/hacks or two along the way. We have accomplished SO MUCH more than this, with Daniel helping guide us along our path.
My husband and I now work as a team when it comes to finances, we are excited to do our monthly reviews, our net worth is GROWING, we have big audacious goals that we are working together to achieve, we have gained incredible knowledge, skills and mindset around money, finances and building wealth.
It truly has been an incredible transformation; at a time when we are under financial pressure, we feel in control, on track, grateful and positive about our future.”
Physiotherapist at ‘Moveability Physiotherapy for Kids’
“Working with Marshy has been nothing short of life-changing. He’s not just a financial coach—he’s a game-changer. We came to him wanting to get a better handle on our budget, but what we got was so much more. Marshy helped us take full control of our money—tracking every dollar with intention, creating a savings plan that actually works, and aligning our finances with the life we want to build.
But the real magic? He guided us through the deep, messy stuff—the unspoken money stories we’d carried for years, and the patterns we’d unknowingly created together as a couple. With compassion and clarity, Marshy helped us rewrite those stories and step into a new way of thinking, communicating, and planning for our future.
We’re on the same page towards building wealth while feeling genuinely confident and excited about what’s ahead. If you’re thinking about working with Marshy—do it. He’s worth every cent and more. This has been one of the best investments we’ve ever made.”
Mind Management Facilitator at Gratitude Habit
“Marshy is absolutely fantastic! He explains things clearly and is an incredible listener.
I’ve always had a fear of facing my numbers, but he broke everything down in a simple, easy to understand way that made me feel comfortable and confident.
His systems are straightforward and easy to follow. On top of that, he’s a genuinely top bloke, approachable, supportive, and it’s clear he truly cares about my goals. I never felt like just another “number”.
If you’re needing help with your finances or how to manage them better, I highly recommend having a chat with Marshy, even the initial conversation alone was valuable.”
Andrew Kyriacou
MD of Multi-Award Winning Agency ‘Xsell Property’
Financial Coaching
Once you’ve completed your Financial Fitness Assessment, if we both feel aligned energetically, and we can both see the value in working together – I will offer you the opportunity to to be guided by me for a 12-month 1:1 coaching commitment.
The financial investment for this commitment is a once-off payment of $5,070 – and is structured in the following way:
- Weekly catch ups in month one
- Fortnightly catches ups in months two to three
- Monthly catch ups from months four to twelve
After 6+ years of working in the financial coaching space, I’ve found this rhythm to work best. We need intensity up front to build momentum, and then we can lower the intensity and frequency once you’ve established the habits and teachings.
On average, the 1:1 clients who work with me for 12 months increase their Net Worth by an average of $80,000 during our time working together. But most importantly, they feel more united as a couple, working together as a team towards their shared vision.
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About Me
I’m a Financial Coach, Speaker & host of the Money Mastery with Marshy podcast.
With a background in mechanical engineering, corporate finance, and life coaching – I bring a unique blend of analytical thinking and emotional intelligence to my craft.
After training in the gym for 15+ years and mastering money for a decade, I discovered the principles of physical fitness also apply to financial fitness.
My mission is to help millennial couples get on the same page with their finances and their life, so they can get financially fit together – and build a life they never want to retire from!
Social Wall
Wealth Principle:
Be an EARLY adopter of technology as an investor.
Be a LATE adopter of technology as a consumer.
Where are my fellow 6 lines who are currently "on the roof"?
Search `Money Mastery with Marshy` on Spotify to listen to my reflections.
#HumanDesign #SplenicProjector #SixTwoProfile #OnTheRoof #HumanDesignJourney
This was cool.
Plugged monthly Net Worth data I`ve been tracking since June 2018 into Claude.
Check out the time it took to reach these milestones 👇
$200k -> $300k ~ 25 months
$300k -> $400k ~ 5.9 months
$400k -> $500k ~ 6.3 months
$500k -> $600k ~ 12.5 months
$600k -> $700k ~ 4.9 months
$700k -> $800k ~ 32.3 months
$800k -> $900k~ 3.9 months
$900k -> $1M ~ 1 month
Is entrepreneurship a gateway to faith?
I loved hearing @matthew_lavars` perspective on this question.
Just like in marketing, we `test` different ideas to see what works. We can bring the same approach to faith.
Check out our full conversation on Spotify, where we cover parenting, emotional healing, porn addiction, and the link between faith & entrepreneurship.
Drop a comment below if you want me to send you the direct link. 👇
