Money Coaching
- Expert coaches you can trust.
- All coaches approved by Owen Rask.
- Former/current advisers as coaches.
- Coaching for singles and couples.
What is money coaching and do I need it?
Whether you’re just starting out, wanting to take things to the next level or looking to stress test your ideas, money coaching offers one-on-one support with experienced financial professionals to help you gain clarity and confidence on your financial journey. If you’re earning well, but struggling to get ahead, battling a budget you can’t stick to, or have big goals with no roadmap, money coaching provides the insights and guidance you need to start making progress.
Let us connect you with trusted money coaches.
How it works
Fill out the form below (5 quick questions).
We connect you directly with your coach.
Your expert coach is booked straight into your calendar.
Get matched now
Our chosen money coaches
Gemma Mitchell
Money Coach & Financial Educator
With over two decades of experience, much of that as a financial adviser, 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!
How to find a money coach yourself
What to look for in a money coach
Finding the right money coach is about more than just credentials. It’s about finding someone who truly understands your goals and someone who can work with you as a team.
Start by researching their expertise and experience (a degree in finance, and financial planning experience is great!).
Then see if they have a track record that aligns with your needs. Have they got reviews online? Have you seen them present or spoken to other coaching clients?
Next, set up an initial chat (usually free) to get a feel for their coaching style, and assess if you connect on a personal level. Don’t hesitate to ask questions like ‘How will we best work together?’ and ‘What can I expect from this process?’
The right coach will be transparent, responsive, and ready to guide you confidently through your financial journey.
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