She’s on the Money
Financial planning that makes cents
Fantasising about a future filled with jet-setting, home-ownership and an amazing wardrobe? Same. She's On The Money has the insights, resources and strategies to put your debt-free dreams into action. With advice from an award-winning Financial Adviser, borrow our strategies for saving for your first home or building a booming investment portfolio, and wake up to healthier wealth. Dreamy.
It’s like a capsule wardrobe for your cash flow.
Superannuation sorted. Insurance in line. We take a good look at your finances, then provide you with the tools to manage your income, loans and debt reduction, periodically checked against current trends. We’re basically your money stylists, giving you strategies and recommendations – and go-to outfits – to suit your evolving (life)style.
You’ve saved some coin but aren’t sure where to splash, save or invest.
You’ve recently come into an impressive sum (he-llo inheritance) and want some equally impressive investment tips.
You’re far from ‘sure’ about your personal insurance.
People are paying you more (and so they should!) and you want to make the most of it.
Your super is (literally) all over the place.
You want to spend time with ultra cool people while you learn money stuff.
Signs you need a plan
The way we (bank) roll
Goal Setting
Money stuff. Career stuff. Life stuff. We want the tea on all the stuff you care about. Our holistic approach means we’re invested in your goals for life, so we can help bring you closer to the stuff you want. So, what motivates your money moves? Spill.
PROJECTING
We provide you with a tailored plan to take on your money goals. With
your tick of approval, we transform your words on a page into real-life actions and (with your help) achievements.
Some call it black magic, we call it strategy.
Goal Getting
We keep your money goals in motion, and put the champagne on ice for when you reach them. We’ll help you maintain momentum, stay on target, hell, we’ll even plot the detours when your course changes, with up-to-date and super relevant advice.
WhaT you get
Here’s what you get when you work with one of our trusted advisors;
Your own personalised, comprehensive and (this one’s important) actionable financial plan
A custom budgeting tool to help you track monthly expenses and income
Access to a dedicated Financial Adviser to help keep you accountable
Unlimited email/phone calls for any questions you might have
Access to wellness services within our network (read: massages)
Support and props from a knowledgeable, compassionate team invested in your success
“I have shares, know what my superannuation is doing and feel excited about my future. I am now investing my money instead of squirreling it away and not having it work for me!”
All this money-talk making your heart race?
Maybe our self-paced course is more your speed.