Programs

Choose the Program that best suits your current financial needs!


financial kickstart

Learn Basic Financial Literacy

The most important skill everyone must have but we are never taught!

Who should come?

This program is designed for people who want to make a start to learn the basics of good money management, how to plan their spending and move forward in their financial journey toward home ownership, investing or retirement.

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This program is held on a regular basis and details of Group Workshops will be advertised regularly through my Facebook page



financial money management

WHO SHOULD COME?

This program is an online program designed for people who understand basic financial literacy and money management who want a great software program for their money management and a way forward to reach their goals.

What will you Learn?

Financial Money Management
  • Gain an understanding of your current situation

  • How to create some physical barriers around your money

  • How to set up and run the Spending Planner software

  • How to identify ALL your expenses

  • How to deal with overdue accounts and debt

  • How to identify your highest priority expenses

  • How to live with your Spending Plan


FINANCIAL HEALTH & WELLNESS workshop

WHO SHOULD COME?

Full day comprehensive workshop designed for time poor people who want to learn good money management skills, how to plan their spending and move forward in their financial journey toward home ownership, investing or retirement.

What will you Learn?

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  • Basic Financial Money Management

  • Financial Resilience - what to do when 'Big Bad Wolf' comes knocking!

  • How to deal with overdue accounts and debt

  • Gain an understanding of your current financial situation

  • How to create some physical barriers around your money

  • How to set up and run the Spending Planner software

  • How to identify ALL your expenses

  • How to identify your highest priority expenses

  • How to live with your Spending Plan


FINANCIAL FAST-TRACK

who should come?

This program is an individualised program designed for busy people who understand good financial literacy and money management and now want to fast track their financial journey, including eliminating debt, paying down the mortgage, investing, planning for retirement.

What will you Learn?

Financial Fast Track.png
  • Gain an understanding of your current financial situation

  • How to create some physical barriers around your money

  • How to set up and run the Spending Planner software

  • How to identify ALL your expenses

  • How to deal with overdue accounts and debt

  • How to identify your highest priority expenses

  • How to live with your Spending Plan


POWER HOUR PACKAGES

You have completed one of my programs and now feel you would like some extra support.

Book your Power Hour Package and give yourself some accountability and monitoring to ensure you are sticking to the plan and working toward your goals.

There is a better way to financial freedom and achieving your goals. You need only take the first step.
— Carolyn Moes