One-on-One Financial Education
Clear financial education for the decisions that matter to you.
Whether you’re wanting to better understand your everyday finances, superannuation, investing or preparing for a major life change, First Steps provides practical financial education in a relaxed, one-on-one setting.
First Steps can help you understand:
Budgeting & cashflow
Saving and setting financial goals
Understanding Superannuation & SMSFs
Investing fundamentals
Understanding insurance
Managing debt
Financial milestones & life changes
Estate planning awareness
Preparing financially for retirement
Build your financial knowledge and confidence.
You don’t need to become a financial expert — but understanding the fundamentals can make it much easier to navigate financial decisions and know what questions to ask.
Your session is tailored around the areas you want to understand, giving you the opportunity to ask questions, explore financial concepts and build your knowledge without the commitment of ongoing financial advice.
Simple, transparent pricing.
Initial appointment — $350
Approximately 60 minutes.
Follow-up appointment — $280
Up to 60 minutes.
Ready to take your next step?
Tell me a little about what you’d like to better understand and I’ll be in touch to arrange your appointment.
Get Started →