A couple of weeks ago, someone found me on Google and booked a Financial Coaching Discovery Call.  

 

We had a great conversation, and I suggested we do a Financial Fitness Assessment.

 

Which is a 60-minute session where I dive into your numbers, help you gain clarity on your current financial health, and map out an action plan toward your goals.

 

This client is a growth-minded leader who invests in his health and career, he’s happily married with two daughters, and their family LOVES to travel.

 

But finances?

 

That was the one area he always struggled with.

 

Why?

 

Because he never learned money skills growing up – his parents struggled, and those patterns carried forward.

 

When I looked at his Financial Health, here’s what I saw:

 

1) Income: $150,000 after tax (solid)

 

2) Assets: Family home, partial ownership in two other properties, and a decent Super balance

 

3) Liabilities: 23 debts totalling nearly $150,000

 

4) Cashflow: Tight, with little liquidity

 

It was the classic death by a thousand paper cuts.

 

They were even considering refinancing their home – both for renovations and to consolidate the debts into one payment.

 

On the surface, not a bad idea. But here’s the problem:

 

A refinance only treats the symptom, not the cause.

 

If the same habits continue, the same outcome repeats.

 

This is why I’m different from a broker, accountant or financial advisor.

 

They deal in products. I deal in thinking, emotions and behaviour.

 

Together, we built a game plan to get quick wins, clean up messy debts, and rebuild momentum. 

 

With his strong income, action-oriented mindset, and my guidance + accountability, I know this family can completely turn things around.

 

Maybe this sounds a little familiar?

 

If you’re ready to see your finances clearly, spot the leaks, and finally create a plan you can follow, 

 

Then reply to this email to book a Financial Fitness Assessment.