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Here to help you get where you want to be

We can’t pretend to know exactly what your situation is, but we do know that there are some common challenges that women face that we can help with.

Click below to learn more about how we can help in each situation:

Whether you’re just getting organised with your money or you’re newly-independent, we can help.

We understand that getting started with finance can be a little overwhelming. Market indexes, ‘building wealth’, budget analysis. It can be a lot to take in.

But it doesn’t need to be. We take a bite-sized approach to see where you are right now, where you want to be and then help you plot a path to get there. Simple.

Many of us have a picture of what our ideal life would look like. A life where we have the means to do whatever we want to, without worrying about money being a limiting factor.

The good news is that if you have the desire and you’re prepared to build the systems you need to get there, you can.

Throughout life you come to many crossroads and it can be difficult to overcome that sense of uncertainty when making big financial decisions.

If you’re planning for your life after work, we’ll work together to make sure you have a solid plan to get there and are taking the right actions to ensure you don’t undo all of your hard work.

You’ll feel secure that you’re always on track and will be able to deal with anything that comes up.

How we can help you

Finance can be messy & there are a lot of moving parts.

Here are just some of the things we can help you make sense of:

target

Setting goals that work for you

plan

Creating a plan you’ll stick to

investing

Making sense of investing and ‘the markets’

tax

Making sure you’re not paying more tax than you need to

super

Ensuring your super or SMSF is working hard for you

family

Estate planning and ensuring your family is looked after

kay-2

Kay, Orange NSW

"Before working with Rachel, I didn't ever have a plan, which began to worry me as I approached retirement.
Working with Rachel has really built my feeling of security - I now have real peace of mind when it comes to my finances.
I feel comfortable that I’m on track to achieve goals, and will be able to deal with anything if it comes up."

Get in touch

If you’d like to ensure you’re doing what you need to be in control of your money and confident you’re making the right decisions, then I’d love to have a chat. Drop me a line and let’s catch up:
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