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Do More Yourself Financial Planning

Take control of your finances with our money guidance and coaching service

There’ll be times when life knocks you sideways, but financial planning can get you through the worst of it.   So, unless you really, really want to live life on the edge, taking risks and hoping things will turn out all right in the end, you may prefer some structure to your existence by planning both for future good times and bad.

There is no shortage of financial advice out there, but finding the relevant information to build your own financial plan is time consuming. That’s where our Do More Yourself” (DMY) Financial Planning approach can help.

money forecast

Fail to plan: plan to fail

While many people would like the security of a financial plan, it can be tricky knowing where to start.

At Money Guidance, we’ll coach and guide you to build your financial plan, and then help you focus on the right things to hit your financial goals.

What We Do

Here is our three-step approach to help you build your financial plan:

  1. Share our golden rules for building and managing wealth
  2. Provide great tools for you to help understand your long term financial position
  3. Offer guidance and practical ideas through our money coaching to refine and improve your financial plan, and help you take action.

What We Don’t Do

While you’ll enjoy coaching from our experienced, authorised advisers, we are here to provide financial guidance only. We cannot give personal recommendations that form part of regulated financial advice activities, so we won’t be recommending any specific products or “flavour of the month” investments.

Ready to take the first steps?

money coaching

1

Learn more about
your risk profile

Understanding your investment risk is an important step in creating your financial plan.

Take the Test

money dashboard

2

Know your numbers

Budget, track and save the money you’ll need over your lifetime with our money management app.

Start Life Planning

financial advise

3

Consider the
next steps

Start building your financial plan and make the right decisions for your future.

Start Life Planning

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