Financial coaching focuses on your education, goal setting, personal growth and decision making process's so that you can master the skills required to succeed in life and in wealth creation.

Financial coaching is an in depth process that will help you discover and set your true life goals and map out the steps to achieve them. 

What is financial coaching?

How is it different to financial planning?

BGN Financial Management uses traditional financial planning to help our clients achieve their goals through the use of strategy and financial products such as investments, asset allocation and superannuation. Ordinarily, financial planning clients will meet with their advisor for a review once or twice per year.

 

Financial coaching is more in-depth.  Your coach will be in touch with you on a quarterly basis to help keep you on track to reach your goals.  You will have access to others in the smart.happy.money community to share ideas and insights and you will focus on the everyday management of your money, not just the larger goals such as retirement. 

1: Setting goals and your personal wealth portal.

 

An initial program where you will be taken through a process of goal setting, cash flow and budget planning and if needed, some traditional financial advice.  We will set you up with a personal wealth portal, inc live data feeds (Pro package).  This is a place that brings together your financial world. It is a powerful tool and is included in our monthly fee.

 

Watch this video for more information. 

 

 

 

 

 

 

 

 

 

 

 

 

 

2: Ongoing support and encouragement

 

You will have a call with your coach once a quarter to keep you motivated and to celebrate the steps towards reaching your goals. We are your cheer squad and the ones that will ask you the hard questions that need to be asked. 

 

3: Motivation and accountability

 

With your coach, you will track your income and spending to keep you on track.  

 

4: Community

 

You will be able to chat with others in the smart.happy.money coaching program, via our facebook group, to share ideas and inspiration.  We also hold special 'smart.happy.money' webinars for our coaching clients to educate and give them the edge they need. 

What would financial coaching mean to you?

Interested?  Get in touch today to lock in our initial rate and join our community. 

Complete the form below and we will be in touch to get you started.

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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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