Are you stressing out about where to start or what to do next on your financial journey? Don't. Most people just need a second pair of eyes and a simple plan to feel confident. Whether you’re an investor-in-training, already an investor looking for a bit more clarity or just need to get your finances organised so you can finally breathe, let's sit down for a money date and get it done.

Let's get you Invested and Rested™...

We'll work together to:

Clear the fog, set your financial goals and build a plan that actually fits your life
Build an investment portfolio that works for you
Set up your system so you can stay consistent without it taking over your life
Not ready to invest yet? No worries. We’ll get your "pre investing" finances organised so you're ready when the time comes

After the session, you'll get:

Your personal action plan: a simple plan of exactly what we discussed and what you need to do next to achieve your goals
Priority email support: Got a random question a week later? Just shout. I’ve got your back for a full 30 days after our money date

Cancellations

Life happens! If you cancel with more than 24 hours' notice, I'll send over a 50% refund. If it’s less than 24 hours, I'm unable to offer a refund (as I’ve already cleared my schedule for our date).

Disclaimer
This is financial education and my personal opinion, not professional investment, tax, or legal advice. I am not a certified Financial Advisor or Accountant. The information provided in this coaching call from Invest and Rest® is for educational purposes only. Always do your own research before making any final decisions.