23131733065_00da6b73ab_o (minimised).jpg
2940558437_33e620c4da_o (minimised).jpg
23131733065_00da6b73ab_o (minimised).jpg

Intro Home


Happy money.

Happy life. 

Lifestyle financial planning, advice and coaching for go-getters and lovers of life.

*Now open evenings and Saturdays on the Sunshine Coast*

SCROLL DOWN

Intro Home


Happy money.

Happy life. 

Lifestyle financial planning, advice and coaching for go-getters and lovers of life.

*Now open evenings and Saturdays on the Sunshine Coast*

Are you wanting to?  

Understand where you're at with your money vs your goals.

Assess your different options collaboratively.

Create wealth and passive income streams.

Payoff your debts.

Have a better way of managing your income and expenses.

Pay for future expenses like home renovations, a new car, the holiday you've been dreaming of, your kids education expenses.

Explore and setup a new business idea.

Green light your spouse to leave the workforce.

Feel in control of your money, and how it influences your life.

Are you looking for a financial planner?* 

But you don't know if what they're telling you is biased, because they might receive payments from product providers. 

But you don't know if you'll just get pre-packaged, cookie cutter "solutions". 

But you don't know if you want to commit to a long-term process. You just want to find out what's working vs what's not working in your situation, or better still your options. 

But you don't know if they'll want to understand you and your situation. 

But you don't want to work with someone in the "traditional" sense. 

But you want a 100% money-back guarantee.

You're in the right place.

 * You won't need to gather paperwork until after we've had coffee together. 

2940558437_33e620c4da_o (minimised).jpg

Surf


"We were in a pretty good position, but we wanted a plan for the future so we could make the most of it." 

-- Luke 

Surf


"We were in a pretty good position, but we wanted a plan for the future so we could make the most of it." 

-- Luke 

The latest posts from the Happy Money blog


A different approach to financial planning

We say: financial planning isn't about products, it's about you. 

They say: financial planning is all about investments, super and insurance.