Mortgage Brokers & Financial Planners

The fact is, even people with sound financials often fail to follow them or not able to follow them. Why does this happen? Because their decisions get overruled by unaddressed issues and emotions around money.

I give financial planners and mortgage brokers a clear framework and the tools they need to help clients move beyond these limiting patterns and beliefs. From here, together they can form a deeper understanding of the client’s patterns and behaviours that could otherwise derail the client’s ability to achieve their financial goals.

For Mortgage Brokers, the ownness of ensuring the right loan is in the client’s best interest lies with them and from my experience dealing with mortgage broker is that clients have underlying behavioural money spending ie gambling, addictions and this patterns impacts their ability to obtain finance and often results in secrets from their partners.  Through the money core process, we can work with mortgage brokering clients to transform their patterns and behaviours for clients.

For Financial Planners and from my personal experience as a financial planner for many years I understand the importance of understanding the client’s relationship with money and the patterns and behaviours to achieving their goals and objectives when creating a practice financial plan for a client.  Combining both the behavioural and practical financial plan is setting the client up for financial success.

Money Coaching Circles

Super grateful to Alison for her invitation on a forest walk to consider taking her money coaching course. After years of being frivolous with money, I had become a hoarder in mid-life, concerned I was not saving enough for a retirement. Burnt out and disheartened, I was looking for a more balanced approach to money which was exactly what I got from my time with Alison. Her process helped me understand my relationship with money and how that was impacting my decisions and where I needed to make changes through recognising what is essential to me. Results were noticeable in just a few sessions and I’ve stayed committed to the process and confident in my decisions. Highly recommend chatting with Alison, she’s supportive and with you in every sense every step of the way.

Liz B, Money Coaching Client

Thank you so much for asking me to participate in the money course. I really enjoyed the journey with you. From finding out my money type and events in my life that have shaped this, to finding out my true purpose and talents.

I really love the healing tools such as the h’oponopono prayer audio recordings you sent me and have explored this further to seek out a h’oponopono healing.

I found value in seeing my life and achievements written down, including my journal logging and a letter of forgiveness to myself. I and am working towards continuing to use money wisely to support my goals and lifestyle; and look forward to what is ahead.

Annie P, Money Coaching Client