WHO WE WORK WITH

We’re the financial planners for Gen Y and Gen X who we believe have been largely ignored by the financial planning world. That’s because your parents have more assets that commissions can be earned from and most planners are kind of hoping you’ll just use them because your mum and dad do. Which we think is madness because what you need is VERY different to what your parents need. And let’s be honest, who you relate to is also very different to who your parents relate to. Which is why we choose to work with:

Gen Y and Millenials

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You’ve started working, you’re earning not bad money but you’ve quickly realised there’s one thing they didn’t teach you at school or Uni. What the #@$% you should be doing with your money! So you either pop your head in the sand, you hope for a fairy godmother or you try to figure it out on your own.

Which makes some of you kind of stressed and a tad overwhelmed when it comes to money. On the other hand some of you are rocking managing your cash but would really like more strategic help around structures, planning and where you should be putting your dough.

It’s easy when you’re in your twenties to think you have all the time in the world to sort your finances out. But the secret is, the earlier you start, the better it will be! It’s about setting up great money habits so you can enjoy today but still rock your enjoy your thirties, your forties, your fifties and more with the one thing that many people crave all through their lives – the ability to have options. The option to change direction, to start a business, to change careers, to have a sabbatical, to work for a charity, to live overseas – the ability to have choice.

We’ve designed products, such as The Mini Barre, which are all about empowering, educating, coaching and collaborating with you to help you understand what you should be doing when it comes to your money and helping you design the life and the finances that you want.

Gen X

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By now (or soon), you’ve probably had your financial, ‘come to Jesus’ moment where you’ve decided that it’s time to sort yourself out. It doesn’t matter if you had that aha moment at age 35 or age 45, we’ve created a business that is all about helping you financially grow up and become financially fit, strong and flexible.

But just because you’re in this age group doesn’t mean you’re married with kids. That’s because one of the great things about being alive today are the choices we’re able to make. Instead you may be single, DINK, two parent family, one parent family, blended family, hetero, gay or something in between. You might be happy where you are or desperately unhappy and wanting to change your status but the one thing you all have in common is you’ve decided that wherever you are and whatever you’re doing – it’s time to financially grow up.

Everything we’ve created and everything we do has been designed to help you do just that. Whether it’s helping you figure out the financial mess you’re in, creating budgets, protecting your assets, setting up SMSFs or developing sophisticated financial strategies – we can help you Raise the Barre and design the life you want. With the finances to help you get there.

Females aka Ms Money Barres

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We know women can be amazing financially but we also know (through experience) that they can be their own worst enemy when it comes to money and mindsets. Perhaps it’s because girls are taught different lessons than boys or perhaps it’s because too many of us are still holding out for a Prince Charming or a Fairy Godmother. Whatever the reason we think it’s time for women to pop on our big girl pants and to financially grow up. Tough words we know but they’re said with so much love, empathy and conviction because we want to see more women become financially savvy. And often it’s just a mindset change.

So whether you’ve contracted a sexually transmitted debt, you’re a shopaholic, you’re a female entrepreneur  who’s neglected your savings and your super, you’ve put everything into everyone else and forgotten about yourself, you’ve no clue what the story is with the finances in your family or if you don’t even know how much you earn – we’re here for you. We’ll help you sort out your #secretmoneybusiness, work out what your #finspo is and work with you so that you become the author of your own financial fairy tale.

MEET US AT THE BARRE TODAY

If you've decided it's time to financially grow up, we'll work with you to become financially fit, strong and flexible.

PHONE 1300 692 228

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