How we can work together

Complimentary Consultation

Wondering if your needs and my services are well-matched? Unsure about whether you need a money management coach? Book in for a complimentary consultation and we’ll have an informal chat to get acquainted (either in person, over the phone or video call).

We’ll talk about your frustrations with money, your dreams and goals and how I can help. A good personal connection makes for a rewarding coaching relationship and that’s why we need to have this chat before you sign-up for my VIP Personalised 1:1 Coaching.

What to expect from my coaching style

One on one coaching

VIP Personalised 1:1 Coaching

The total solution for managing your finances

I’ll lead you step-by-step through setting up your customised spending plan based on your lifestyle, goals and priorities.

MORE INFO ▾

Clarity session

Clarity Session

Laying the foundation for your financial success

Take away practical steps that you can implement right away to kick-start you on your way to achieving your goals.

MORE INFO ▾

Debt Buster session

Debt Buster Session

Your personalised plan to eliminate debt forever

I will develop a personalised plan to ensure that you wipe out your debt as quickly as possible at the least cost to you.

MORE INFO ▾

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#1. VIP Personalised 1:1 Coaching

The total solution for managing your finances

I’ll lead you step-by-step through setting up your customised spending plan based on your lifestyle, goals and priorities.

You’ll discover your true financial position and a new way of budgeting that forecasts what your bank balance needs to be for the year ahead. We’ll build in all of your expenses and savings goals and you’ll learn how to adjust your plan when circumstances in your life change, without giving up on your dreams! You’ll find out how to get, and stay, out of debt and prepare for unexpected expenses.

I’ll work with you to fine-tune your spending plan and act as a “personal trainer” for your finances, keeping you on track for as long as you need. We’ll deal with any mindset wobbles along the way and you’ll learn how to embed new money habits into your daily life. Once you’re ready to “go it alone”, with 24/7 online access to your plan all you need is 15 minutes a week to monitor your own progress.

My primary goal is to educate and coach you to manage your finances confidently on your own (and work myself out of a job!).

Every person’s situation is different and there’s no “one-size-fits-all” solution. I offer reasonably priced, flexible packages starting from AUD$847 with payment plans available.

Before deciding if my VIP Personalised 1:1 Coaching is for you, I encourage you to book in for a free consultation.

One on one coaching
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#2. Clarity Session

Laying the foundation for your financial success

Tired of feeling anxious and confused about your finances but unsure about committing to a package?

Book in for a single Clarity Session and complete a short questionnaire prior to a 60-minute video call with me (on Zoom). You’ll take away practical steps that you can implement right away to kick-start you on your way to achieving your goals. Priced at AUD$180.

Clarity session
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#3. Debt Buster Session

Your personalised plan to eliminate debt forever

Perfect if you are drowning in multiple debts (credit cards, personal loans, payday loans, department store cards) and can’t see how you will ever break free. I will develop a personalised plan to ensure that you wipe out your debt as quickly as possible at the least cost to you.

Includes a 20-minute video call with me (on Zoom) and a written Debt Repayment Schedule showing you exactly what to do in order to pay the absolute minimum amount of interest plus the dates that each of your debts will be cleared. Priced at AUD$180.

Debt Buster session

Want more info? Get in touch!

If you’re here you probably have questions and you want answers.

I’m happy to oblige so feel free to email me, give me a call, send me a message or fill in the form and I’ll get back to you.

    12 MONTHS MONEY BACK SATISFACTION GUARANTEE*

    If, after following the program for 12 months, you are not better off by at least the amount of money you have invested in the program, I will give you a full refund. Email your request to marlene@insightspendingplanners.com.

    *Applies to coaching packages only, not single sessions.

    Spending Planners Institute Certified Member