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Our money coaching partners

Gemma Mitchell

Money Coach & Financial Educator

With over two decades of experience, Gemma’s expertise spans all things personal finance, property investment, career transitions, superannuation, and overall financial wellness. As a mum of two, she understands the importance of balancing life’s responsibilities and knows that the quickest way from dream to reality is a solid plan that includes flexibility and fun. Her approach to money is empathetic and pragmatic—she knows there is no one-size-fits-all when it comes to wealth building and equips her clients with strategies to support their goals, lifestyle, and make them feel in control.

Karen Eley

Certified Behavioural Money Coach & Financial Educator

As a Behavioural Money Coach, Karen combines her 22 years financial advising experience with insights from behavioural economics, psychology, and mindfulness to help clients uncover the root causes of their financial challenges to support them develop healthier relationships with money. Her focus is not just on budgets or spreadsheets but on understanding client’s unique money personality, values, and beliefs that influence their financial decisions.
Karen is a Certified Money Coach (CMC) ®, holds a Bachelor of Accounting, an Advanced Diploma in Financial Planning and CFP. She is a Member of the FAAA, holds board and investment committee roles and is a financial commentator appearing regularly on radio, podcasts and news media.

Lexi Smith

Money Coach & former financial adviser

Lexi brings a no-fluff approach to financial coaching. For 15 years she has guided both individuals and couples, providing them with clarity of their financial situation, and bite size steps to move forward with confidence. You’re always in the driver’s seat with Lexi, but you can be sure she’ll get you to where you want to be.
As a mum of two, Lexi understands the need for practical solutions that fit real-life demands. With an energetic ENTP personality, she has a knack for problem-solving and offering a fresh perspective. This is why her sessions focus on optimising cashflow – boosting income, understanding expenses and finding ways to improve your financial trajectory.
With Lexi as your coach, you’ll receive customised solutions and have some fun along the way!
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National Australia Bank Ltd. (ASX:NAB)

Banks

National Australia Bank Ltd. (ASX: NAB) is one of the four largest financial institutions in Australia in terms of market capitalisation, profits and customers. However, in 2020, it was Australia’s largest lender to businesses and has operations in wealth management and residential lending. It also operates the online-only Ubank.

National Australia Bank Ltd. (ASX:NAB) share price

National Australia Bank Ltd. (ASX:NAB) passive income

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