To help you achieve a life of financial abundance SHM have a number of fixed fee subscription based packages.

We use Zoom to meet with you so we can work with you wherever you are in Australia or even if you are an expat travelling around the globe.

We offer 4 different subscriptions, depending on your needs. 

Click MORE to book a quick call.

Begin

-Wealth Coaching

-Values and Goals session

-Accountability

-Cash flow coaching

-Access to coach as needed 

Begin is a good place to start if you have never done anything like this before, or if you just want to dip your toe in the water.

We will coach you how to use your cash to put yourself in a position too be successful. 

Launch

-Wealth Coaching

-Values and Goals session

-Strategic advice and implementation

-Portfolio Management

-Administration

-Accountability

-Cash flow coaching

-Annual progress meeting

-Access to coach as needed 

Launch is where things get really interesting. This is where we help you put your money to work.  We provide you with personal financial advice and coaching to help you achieve your goals

Momentum

-Wealth Coaching

-Values and Goals session

-Strategic advice and implementation

-Portfolio Management

-Administration

-Accountability

-Cash flow coaching

-Annual progress meeting

-Liaise with other professionals (Accountants etc)

-6 Monthly cash flow coach catch ups

-Access to coach as needed

-Networking opportunities 

Momentum is what keeps you going. At this level you want a little more contact with us and you will need us to be in contact with the rest of your finance team (Accountant etc)

Explode

-Wealth Coaching

-Values and Goals session

-Strategic advice and implementation

-Portfolio Management

-Administration

-Includes multiple entities (SMSF etc)

-Accountability

-Cash flow coaching

-6 monthly progress meeting

-Liaise with other professionals (Accountants etc)

-Quarterly cash flow coach catch ups

-Access to coach as needed

-Networking opportunities 

It's all happening here. It's time to explode.  Here we explore multiple entities and have loads of contact with us.  

P. 1300 592 539

E. info@smarthappymoney.com.au

Or click here for our booking/contact page

THE LEGAL STUFF

smart.happy.money is a trading name of BGN Financial Management PTY LTD

Ben Graham-Nellor is a Sub Authorised Representative (291391) of BGN Financial Management PTY LTD (ABN 45 672 104 196) which is a corporate authorised representative (468796) of Professional Investment Services Pty Ltd (ABN 11 074 608 558) which is the holder of Australian Financial Services License No.234951.

The information provided on this website has been provided as general advice only. This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. By entering your details to this website you are agreeing to be added to the BGN Financial Management contact list and will receive, from time to time, newsletters, updates and invites to events etc.  You can opt out at any time by emailing ben@bgnfinancial.com.au

Professional Investment Services Pty Ltd | ABN 11 074 608 558 | AFSL No. 234951 

Website | www.centrepointalliance.com.au/PIS 

Financial Services Guide | www.centrepointalliance.com.au/fsg/pis 

Neeliya Cooper Credit Licence No. 501079 Ph : 0419260226

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