“There is a direct connection between having a healthier, more conscious relation with money and creating prosperity”

Deborah Price – Founder of the Money Coaching Institute and author of Money Magic.

Services That Will Change Your Financial Life

With our services, our main focus is on behavioural money coaching and education, by helping clients navigate both the practical and emotional sides of dealing with money.

Below are some of the services we offer.

Individual Money Coaching

This is a four-session, one-on-one experience that will allow me to fully understand your money archetypes and where you are coming from.

Money coaching is different from traditional Financial Planning, as we guide and help you gain awareness of your money habits, unconscious behaviours, patterns, and beliefs that deeply affect your financial decisions. My coaching sessions are designed to target your pain points and identify hidden blocks that are in the way of you reaching your financial potential.

In these coaching sessions, we look at your:

  • Your Money History & Biography

  • Mother / Father Mirroring

  • Money Types and Tendencies

  • Practical steps to shifting limiting beliefs, behaviour or patterns

  • Program includes one-on-one coaching sessions, worksheets, money type profiling and summary report with recommendations

At the end of the sessions, you will have:

  • Money type profiling worksheets
  • Recommendations for practical steps to transforming your limiting beliefs, behaviours, or patterns.

Individual Financial Coaching

Individual Financial Coaching is here to help you go beyond recognising your money blocks by providing you with strategies for long-term wealth creation.

These are delivered to you as individual sessions or can be a part of a package. Something we can work one-on-one together:

In these coaching sessions, we can explore different topics:

  • Discover your current position (personal balance sheet and profit and loss)
  • Discover where you want to be (financial goals)
  • Plan and identify actions, how to get there
  • Explore different financial scenarios and wealth projections for the future
  • Set up your financial foundations – intention, structure, emergency funds, savings, and investing
  • Teach you how to manage your cash flow and budget with tools
  • Learn about the importance of protecting your wealth through personal insurance.

Meetings

I am available for Zoom meetings or I can come to you for group training.

Contact me to discuss further information about my services or to arrange a meeting.

Sandra McGuire zoom meeting

Money Coaching Circles

In Money Coaching Circles, we shift from Individual coaching sessions to coaching groups of 6-8 people, which includes five group sessions and one individual session with Sandra.

The goal of this program is to not just identify your personal struggles through a one-on-one session but also help people with similar problems get together and create a support circle that empowers each other. This system helps one person not just learn through their experiences with money but also their peers’ experiences as well, and this way creates a broader understanding of widespread financial issues and helps explore relationships with money. Our goal here is to create a lasting change through the help and support of others in a safe and educational environment.

In these coaching sessions, we look at your:

  • Your Money History & Biography

  • Mother / Father Mirroring

  • Money Types and Tendencies

At the end of the sessions, you will have:

  • Money Type profiling worksheets
  • Recommendations for practical steps to transforming your limiting beliefs, behaviours, and patterns.

Financial Education for Individuals and Groups

The main focus is providing financial knowledge so that you can be empowered to become financially independent. I will provide you important knowledge on these critical financial topics.

Superannuation:

  • Accumulation & contributions while working

  • Pensions & withdrawals when retired

Investment Products:

  • Risk and return

  • Different asset classes

Taxes:

  • Income and capital gains

  • Tax structures, for individuals, companies, super & pensions

Retirement:

  • Age Pension

  • When and how can you access your Super

Wealth Protection:

  • Different Personal Insurance, Life, Total Permanent Disability, Income Protection & Trauma

  • Wills and Super Beneficiaries, stepped and level premiums, waiting & benefit periods, agreed and indemnity IP benefits

Financial literacy programs for groups of people

Our literacy programs are aimed at groups of people who want to collectively improve their knowledge of financial matters.

I can bring you programs that address the following areas:

For groups of people wanting to learn or starting out.

  • Income and Taxes

  • Banks and saving and budgeting

  • Debt and Credit Cards

  • Different types of Investing

  • Superannuation

This is a great starting point for anyone looking to expand their knowledge bank when it comes to managing their money and finances in the most authentic way possible!

Contact me for any further information about any of my services.

Sandra McGuire group presentation