Our Services

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Every person learns differently and to make sure you learn as much as you can about money and investing, we offer a range of services for you to choose from.

I suggest you start by reading some of our FREE Money Tips to become familiar with some of the topics we are most often asked about.

Next, I would take a look at our Online shop which offers a range of e-books and packages to suit every budget and different learning styles.  We are continually updating the range of products available in our shop, so feel free to check here regularly to see what's new!

For those of you who like to learn in an environment with your friends or other like-minded people, try one of our workshops.

You also have the option to hire one of our expert's as your very own personal finance trainer.  As your personal finance trainer, we will coach you through the process of getting your finances back into shape and looking healthy!

As a manager or business owner you can have Jody come out and speak with your staff in group workshops, staff training sessions or at a function on a range of money related topics. To see what other business's have said about Jody's presentations, click here.

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Contact Us

(07) 3103 1516

(07)3102 8577

PO Box 683, Coorparoo, Qld 4151

Contact Us

Our Philosophy

We want to help you achieve your financial goals by:

  • Sharing our knowledge & experience,
  • Teaching you how to make your money work,
  • Understanding your current position,
  • Collaborating on your financial action plan, and
  • Coaching you through the tough times so that you stay on track