WHO

WE

HELP

We are the financial planners for Gen X and Y. But that doesn’t mean your financial situation is the same as your friends. What we know for sure (in the words of the almighty Oprah) is that everyone’s financial situation is different which means we need to design a strategic solution tailored for you. 

We also know the trigger for you to financially sort yourself out is unique. It might be:

• A year after your first job. You want to set up great money habits from the get-go
• After a few pay rises. You’re on a good wage, you’re having a great time but you suspect you should be doing a bit more with your $$
• A decade after you’ve started working. You’re closet rich but cash poor and have picked up a nasty credit card balance.
• Just before you hit your forties. You’ve had a come-to-jesus moment

where you realise you’ve been working for twenty years and it’s finally time to get serious about your money.

We’re also aware that Gen X and Y have been largely ignored by the financial planning world. You don’t have the cash that make their nice, lazy commissions worthwhile and you’re savvy enough to ask curious questions which makes the average planner a little uncomfortable. You also suspect financial planners are over-priced, conservative, insurance salesman and you’re not sure how they can honestly help you.

That’s why we’re the unicorns of the financial planning world. We talk your language, we’re Gen X and Gen Y ourselves so we get you and we work to figure out the life you want to design for yourself. And create the financial strategy needed to make that happen.

Plus, we’re so serious about ethical investing that we’ll refund any commission we receive straight back to you.

If that sounds like something you need, then make sure you talk to us.

WHO

WE

HELP

We are the financial planners for Gen X and Y. But that doesn’t mean your financial situation is the same as your friends. What we know for sure (in the words of the almighty Oprah) is that everyone’s financial situation is different which means we need to design a strategic solution tailored for you. 

We also know the trigger for you to financially sort yourself out is unique. It might be:

• A year after your first job. You want to set up great money habits from the get-go
• After a few pay rises. You’re on a good wage, you’re having a great time but you       suspect you should be doing a bit more with your $$
• A decade after you’ve started working. You’re closet rich but cash poor and              have picked up a nasty credit card balance.
• Just before you hit your forties. You’ve had a come-to-jesus moment
where you          realise you’ve been working for twenty years and it’s finally time to get    serious          about your money.

We’re also aware that Gen X and Y have been largely ignored by the financial planning world.

You don’t have the cash that make their nice, lazy commissions worthwhile and you’re savvy enough to ask curious questions which makes the average planner a little uncomfortable. You also suspect financial planners are over-priced, conservative, insurance salesman and you’re not sure how they can honestly help you.

That’s why we’re the unicorns of the financial planning world. We talk your language, we’re Gen X and Gen Y ourselves so we get you and we work to figure out the life you want to design for yourself. And create the financial strategy needed to make that happen.

Plus, we’re so serious about ethical investing that we’ll refund any commission we receive straight back to you.

If that sounds like something you need, then make sure you talk to us.

Our passion is not only to provide you with a strategic solution for your own finances. We are passionate about helping our community, and specifically women in vulnerable situations, in many different ways. These are some of the ways which The Money Barre gives back:

The Haven - Nepean Women's Shelter

The Haven is dedicated to providing a safe haven for women and their children escaping domestic violence. Melissa both teaches financial literacy to the families who have sought refuge at The Haven as well as acting as the Treasurer of the Board.

Find out more about the work The Haven do on their website.

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The Money Barre Pty Ltd and its advisers are authorised representatives of InterPrac Financial Planning Pty Ltd ABN 14 076 093 680 AFSL 246638.

The Money Barre Pty Ltd, as a representative of InterPrac Financial Planning Pty Ltd, does not provide taxation services or act as tax agent. This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider you financial situation and needs before making any decisions based on this information.