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Financial wellbeing coaching

4 in 10 Australians believe the cost of living is a
key detractor from their wellbeing, as financial
stress continues to rise.*

* NAB Australian Wellbeing Survey Q1 2023

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When it comes to managing money, everyone’s knowledge and ability to make decisions, big or small, is different

Our financial wellbeing can be seen through meeting our daily commitments, making payments on time, keeping within budget, our financial resilience and how secure we feel for the future.

If you want support to better manage your expenses, or just don’t know where to start, maybe you want to save for your first home, big holiday or retirement, our team can help.

 

So much more than just budgeting

Setting a good financial foundation, like a budget, is always a great place to start.

However, there are so many other facets to good financial management. This is where a financial coach can really help.

  • Financial health check
  • Money management
  • Reaching financial goals and milestones
  • Debt reduction and education
  • Property purchase guidance
  • Stopping over-shopping
  • Money and relationships
  • How and when to borrow money
  • Living pay to pay
  • Change to income or pay cycles
  • Divorce or relationship separation
  • Solo parenting
  • Redundancy or employment transition
  • Superannuation education
  • Investment education
  • Transition to retirement education

Get in touch for confidential financial wellbeing coaching at
no cost to you and your family

Call or request an appointment online with one of our financial wellbeing coaches.

Request appointmentCall 1800 808 374

Find your path to better financial wellbeing

We provide various financial resources and programs on Wellbeing Gateway, your health and wellbeing companion.

You can also access Otivo, a digital financial coaching tool to help you take more control over your financial wellbeing.

Register now