Master your Money

6 month program with 1:1 coaching to keep you accountable and focused on reaching your money goals faster.

Most people are terrible at reaching their goals.

Studies show 91 percent of people fail to achieve their new year’s resolution - with the majority of them giving up in less than a month. Most likely you have also tried to be better with your money such as sticking to a budget or setting a goal to save more - only to find that you were unable to sustain it for long. This is not because you were not motivated enough to follow through or are ‘bad’ with money - but because most plans do not take into consideration our brains and how it responds to change! My holistic approach takes into account money mindset and psychology, not just numbers (because newsflash - you are not a robot!).

Our frequent sessions and check-ins are designed to keep you accountable with coaching to help you move towards your goals.

Thinking and talking about money can be stressful and overwhelming.

Let’s be real - the majority of us were never taught how to manage money, let alone how to navigate managing money and discussions about money with someone else. If you are or have been in a relationship, then you will know that most couples are reactive rather than proactive with their money - usually only discussing finances when something has gone wrong which can easily lead to arguments in the heat of the moment. My program will not only help you be better with money, but will focus on helping you feel better too with a focus on mental wellness, not just numbers in a bank account.

A plan tailored to you and your personal lifestyle and behaviors

True sustainable change around your finances can only happen when it works for your unique situation and lifestyle, taking into account your behavior and preferences.

You are the expert of you, nobody else. Hence this is why most one-size-fits-all plans don’t work in the long run. We will work on a plan together that is best suited to you.

“To be successful you must simply be what most people aren’t - consistent.”

6 Month Premium Coaching Plan

$210 / month*

*payable monthly for 6 months. Discounted to $1,200 if paid up front in full.

This plan is for you if you are……

  • Living pay check to pay check and feel unprepared for large or surprise bills

  • Want a plan and accountability for paying down debt, saving for your first home or paying off your mortgage early

  • Feeling stressed or overwhelmed by your finances

  • Wanting to do better with money but have no idea where to start

  • Money has been something you have been meaning to ‘get on top of’ but you haven’t been able to make much progress going it alone

Tailored to keep you on track and accountable:

  • Month 1: weekly session/check ins

  • Month 2&3: bi-weekly session/check ins

  • Month 4-6: monthly session/check ins

  • Email support in between sessions

What to expect during our time together:

  • Get clear on your goals and values and create a plan together that reflects this

  • Implementing new behaviors and habits to achieve long lasting results

  • Feel more confident and at peace with your money

  • No longer worried about large upcoming expenses that used to get you stressed in the past

  • Coaching through obstacles and practical tips and tricks to help you stick to your plan and reach your goals faster than if you were flying solo (lets be honest - a plan that isn’t followed is useless!)

  • “I have always considered myself to be quite money savvy and financially literate, however our family struggled to put away any significant savings despite being on a good income. Cathy's coaching sessions were very beneficial and really helped us to restructure our savings and spending habits. Talking about finance can be confronting and overwhelming, hence I loved Cathy's holistic approach. She gave me tips and suggested small changes that were easy to implement, that suited our budget and lifestyle. She even provided really handy session notes the day after our session as a reminder. 3 months after our sessions, we have cut spending and are on track for our 12 months savings plan and holiday fund!”

    Kelly - Auckland

  • The main obstacle for me was spending money to fix a money problem. There is a cost to coaching and initially for me it seemed counterintuitive to pay for coaching when I was already feeling short on cash. THIS IS A BIG MISTAKE! We pay for people to help us with all kinds of things e.g. house cleaner, personal trainer, medical specialists, car groomers, etc, so why wouldn't you pay someone to assist you with sorting out your finances?! I feel so lucky to have found Cathy. It is like we have won the lottery. Cathy is very supportive, she is a great sounding board, solution focused and is very good at keeping you accountable. She is educating us around our finances and mindset, has personalised her service to our situation and our needs. Cathy is thorough, organised, funny and smart! I love my sessions with Cathy. Like a lot of people we got busy with life and never really stopped to look at this very important area of our lives. We are now in control of our finances and our plan!

    Nadine - Auckland

  • As a result of coaching with Cathy, I felt empowered and calmer knowing that all bills were accounted for and money was set aside for different uses. I liked the advice around managing my accounts and have moved overseas and have setup accounts the same and this has made things so much easier. I would definitely recommend coaching with Cathy to someone else – she is so easy to talk to, approachable and really works with you on your financial priorities and family goals.

    Helen - Auckland

  • “I was a little nervous before our session as I had not been keeping an eye on my expenses after the purchase of my home. However, you made me feel comfortable and the information that was given was helpful and easy to understand which made me want to keep attending our sessions. During this time I realized that I spent far too much money eating out, had no budget in place and was in general spending my money a bit recklessly. I am now more inclined to be mindful of what I am spending on but have fun at the same time - without feeling bad. I now go through and revisit my finances on a fortnightly basis - previously I did not even look at this which seems crazy now that I think about it! I would definitely recommend your coaching to others. You honestly don’t know how much you helped me, even with simple things. The way you engage and make it super straight forward to understand makes the sessions fun and want to continue on this journey. Your advice is also super practical and has helped me to save a fair amount of money for Coachella!”

    Kevin - Auckland

  • I was initially concerned about the affordability of coaching, however would 100% recommend Cathy's coaching sessions to my friends and family. It really helped me understand that my relationship with money doesn't have to be stressful or shameful and I have learned how to manage my money and mind better. I was also really surprised with how fast my mindset has changed and the sessions have stopped me from buying things impulsively. I am no longer scared to look at my finances and am more open with talking about money and my financial situation in general with my partner, family and (some) close friends.

    Karolina - Auckland

Ready to commit to being and feeling better with your money?

To learn more and to see if we would be a good fit, contact me for a free chat :)

It’s casual, it’s easy and rest assured there are no strings attached!

What have you got to loose?

FAQs

  • Longer sessions (monthly) can be done in person (Auckland CBD) or online via video call.

    Check-ins are all done on-line via video call.

  • As a coach I focus on helping my clients understand and change their day to day habits and behaviour around money in a way that aligns with their long term goals. I am also passionate about empowering my clients - giving them the tools and confidence to make their own financial decisions.

    A financial advisor will usually provide specific financial product recommendations (for example recommend specific shares or help manage your investment portfolio and or recommend insurance for you to purchase or provide advice on how you should structure your mortgage).

    Please note that I am not a financial advisor and I cannot provide recommendations or opinions around financial products such as what type of insurance you should buy or what investment products you should buy. If you are mainly after advice on this, a licensed financial advisor would be better suited to your needs.

  • If your finances are joint (shared assets, income, expenses) then it is encouraged for both of you to attend so that you are on the same page and working together as a team.

    However, I have also coached clients without their partners in attendance and they were still able to achieve great results together so every situation is different!

  • Of course! Simply send me an email via the contact page and I will give you a call for a casual chat :-) Rest assured there are no strings attached and I am not going to try and ‘sell’ to you. What have you got to loose?

  • I am a big believer that a coach and client should ‘match’ in order to reach their full potential. If you decide after our first session that 'I am not your cup of tea', just simply quote this guarantee and we can cancel future sessions and I'll be happy to refund you for any money paid towards unused sessions with a smile - no questions asked!

GOT MORE QUESTIONS?

Contact me for a free, no obligation casual chat about your situation and whether we would be a good fit.

What have you got to loose?