Frequently asked questions

Q. What do I get when I book a Lifestyle Money Coach?

A. Your coach will help you:

1. Discover your Money Personality - your Lifestyle Money Coach will use the diagnostic to help you find out why you to handle and approach money in the way you do enabling them to suggest some appropriate changes.

2. Set new Goals - here your Lifestyle Money Coach will help you further explore your goals and help you set or re-set some realistic and inspirational goals which will help form a blueprint for your future income and expense needs.

3. Gain control of your Cash Flow - here your Lifestyle Money Coach will help you find out where exactly every dollar you earn comes from and where it goes, across all areas of your life. They will use a twelve month period to identify trends and oportunities. Ultimately their goal is to get you to fully understand how you manage your money on a day-to-day and month-to-month basis. The ultimate goal of this is either to get you out of the red and into the black or alternatively get you even more into the black. For those who need extra ways of making money or triming expenses your coach will also share with you some very practical (non investment oriented) ways.

4. Work on your Wealth Score Card - here your Lifestyle Money Coach will help your discover your net asset position. This will provide you with a valuable insight as to how well your earnings and basic money management translate into your total net asset position. If you are in a position where your income exceeds your expenses and you are ready to perhaps take the next step of wealth creation, your Lifestyle Money Coach will then refer you to a an external financial planner who will then discuss with you with specific wealth creation strategies relevant to you and your needs.

5. Reduce your Debts - here your Lifestyle Money Coach will work with you to get your debts in order. This may involve showing you ways to pay off your debts faster using our unique Debt Buster Program, how to hunt for cheaper forms of finance or infact show you ways to consolidate your debts. Here your coach will either give you the words to use to talk to your lender or they'll refer you to a external mortgage consultant independent of the Lifestyle Money Coach operation. Either way this will potentially save you many thousands of dollars.

Q. How much does a Lifestyle Money Coach Cost?

A. Depending on the program you choose prices start from $179 for the 29 Day Challenge to only $395 for the Money Coaching Program (including gst).

Q. Are there any other fees or hidden charges?

A. No there are no other hidden fees. You can of course choose to engage your coach for further one hour sessions at $125 per hour including gst - that's it.

Q. Do Lifestyle Money Coaches give financial advice?

A. Absolutely not. Our coaches are not qualified to provide financial or product advice and will be the first to tell you such. They do however have an excellent general knowledge of the money world and have an in depth understanding of how to organise the fundamental issues that surround your day to life and your money. Their job is quite extensive and it involves a great number of simple but very necessary (and often overlooked) functions to help you gain some clarity around your day to day handling of money or regaining control over your money. Each Lifestyle Money Coach has access to an extensive network of qualified professionals (such as financial planners, mortgage brokers, accountants, tax agents, solicitors, and even real estate agents) that they can refer you to after your Lifestyle Money coaching session if you require, however there is no obligation here either.

Q. What happens when I book a Lifestyle Money Coach?

A. First of all you will be sent an email confirming your booking. Following this you will receive a telephone call from your Lifestyle Money Coach. Here they will introduce themselves and get to know you. They will also give you a run down of what you have to do (depending on the porduct you have chosen) to prepare for your coaching session. At that stage they will also give email you a set of electronic forms to be completed by you prior to your session.

Q. How do I prepare for my session with a Lifestyle Money Coach?

A.  For you to get the best value out of your Lifestyle Money Coach Program or 28 Day Money Challenge you will need to put in a bit of work. Using our online Lifestyle Money Coaching Kit software you will be required to invest at least two to three hours to properly complete the forms. Please note that our software tools have been developed for your benefit and they form an integral part of the Lifestyle Money Coaching Program and the 28 Day Money Challenge. If you are doing either porgram with your partner you absolutely need to complete the forms together as without both your input you will only receive half the value. These forms will need to be seen by your Lifestyle Money Coach within 48 hours of your scheduled session so that they can analyse them appropriately and gain a clear picture of understand where you are at and where you want to go. This way your session time with your coach will be maximised.

Q. How long does a Lifestyle Money Coach Session take?

A. An hour and a half of face to face time with your coach but you will definitely have to put in a good few hours prior and clearly after your session. Unfortunately, your Lifestyle Money Coach does not have a 'magic wand' to make everything happen straight away therefore you will need to put in some effort in order to see some results.

Q. How is a Lifestyle Money Coach Session delivered?

A. There are three ways you can experience your coaching session. 1. Face to face in your home or at the office of your coach. 2. By Phone or 3. By Web Video Cam (where available). Whichever way you choose, your coach has been highly trained in each delivery channel.

Q. What happens after your first Lifestyle Money Coach session?

A. Your coach will compile a detailed Action Report which brings together the key outcomes from your session. Again please note that this report is not a financial plan but rather an action plan highlighting the areas that you need to fix or improve, plus suggestions on how to improve them and referrals to financial professionals (if appropriate) to help you get things done. This report is generally made available to you via your Lifestyle Money Coaching Kit portal approximately 48 hours after your meeting.

Q. What sort of follow up is there?

A. It is totally up to you. After your Lifestyle Money Coach delivers your action report and you have begun implementing your action plan you can decide at anytime on what further level of input you desire from your coach. Here you can choose from monthly, quarterly, half yearly or even yearly follow session. There is no pressure and no lock ins. Your Lifestyle Money Coach is a valuable member of your money team and will always be there for you to contact.

Q. How do I book?

A. Simply visit the home page and complete the 'Book a Lifestyle Money Coach Here' orange form and follow the prompts.


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