I’m a specialist cash flow coach, with over 15 years experience as a CFP so I understand planning.
Now I collaborate with financial planners to help them acquire new clients faster by helping your leads get out of debt and save enough to afford your advice.
I no longer provide financial planning advice so we’re not competitors.
Yes, I will refer your leads & clients back to you!
Support your new and existing clients too
We can also collaborate to help your clients to afford to fully implement your recommendations for investment contributions and insurance cover.
You’ve crunched the numbers and know it’s in their best interest and that technically they earn enough to afford it. Often they just fear cutting their lifestyle and need help to see how they can achieve their future goals and still enjoy life now.
Anywhere in Australia
I deliver my coaching remotely via Zoom so work with clients across Australia, from my base in Perth.
Contact me to discuss how I can help you retain more of your leads and boost your profitability.