What people are saying following a call
Are you are thinking about money more than you used to?
Imagine feeling confident and in control of your finances, free from the stress and uncertainty that once held you back.
Working together at a one on one level, I'll guide and support you on your journey towards financial mastery. Together, we can overcome financial obstacles, learn valuable money management skills, and develop the next steps to take that match your unique goals and aspirations.
No longer do you need to feel overwhelmed or uncertain about your financial future.
Instead, you'll gain the confidence and insights needed to make informed decisions and achieve lasting financial success. So, let's say goodbye to money worries and embrace the path to financial freedom, one step at a time.
This isn't financial advice.
Financial advice comes from experts who tell you what to do with your money. They look at your situation, give you a plan, and may suggest specific products.
A 1:1 Money Chat on the other hand, is like having a sounding board and unbiased opinion for any financial decisions or goals you need support on. They help you learn about money, set plans for that next big financial decision, and get you taking action.
It's based on factual information.
Instead of telling you what to do we will work together on your situation so you can make smart decisions all by yourself.
Why choose this instead of going alone or financial advice?
If you have financial goals and want help on what to do next a 1:1 Money Chat designed to save you time, money, and stress.
How?
When you need financial guidance, your choices would be either to:
- Pay high fees for a financial planner (Result = 💰)
- Keep worrying about money without taking action (Result = 🙏)
- DIY, spending weeks trying to understand complex financial strategies without success (if you vaguely know what to do) (Result = 😡)
- Give up and feel frustrated with your financial situation (Result = 😫)
With a 1:1 Money Chat we will get to
- Analyze your financial situation and goals (💻)
- Share information and introduce options to help simplify your finances (🔍)
- Take the stress out of making sound financial decisions (😎)
- Help you save time, money, and avoid costly mistakes (Result = Financial confidence and success 😍)
You've got a map 
but what you really need is a GPS 
A GPS that gets rid of the 99% of information that doesn’t matter and takes you from where you are today financially to where you want to be.
Here is how we will work together:
Discovery Session
A helpful discussion on your financial situation, allowing us to identify your needs and the areas where you can go next.
💡 Achieve clarity
🧭 Gain direction
🛑 Avoid worry
What's included?
- 📞 90-minute Zoom call where we discuss your financial situation or plans
- ✍🏻 Analysis of your current situation and goals, finding what choice you have
- ❓ Your money-related questions answered simply and effectively
- 🤔 Receive an unbiased opinion and suggestions
- 🔍 Discuss your long-term financial future and/or immediate next steps
- 💡 Simplify complex financial concepts and jargon
- 🤝 Enjoy a judgement-free conversation about your current situation or goals
- 📝 Recieve follow up notes, links, resources that will get you making your own decisions confidently and sooner.
Sessions are $220
“Navigating the financial world can be a lonely experience.
It's easy to feel lost, and sometimes, you might want some unbiased feedback without the pressure of being sold something you don't need.
If this resonates with you, and you think this one-on-one coaching could be a valuable addition to your financial journey, I'd love to help.”
Is this kind of thing right for me?
Yes, if you:
- Need help understanding financial terms, concepts, products, and strategies
- Want objective guidance on your financial decisions
- Are tired of conflicting information and endless searching
- Want to avoid bad financial decisions
Ready to supercharge your financial health? Book a free, quick call to see if this consult is the right fit for you.
Why choose DadInvestor?
My name is Tim, and I have years of experience in coaching people through various financial situations. From investing to budgeting, kids' education to superannuation, I've navigated it all.
I am dedicated to helping you:
- Gain a deep understanding of your financial situation
- Develop personalised strategies tailored to your needs and goals
- Make informed decisions to improve your financial well-being
- Build strong financial habits that will serve you for years to come
With me as your financial coach, you can expect:
🌟 Expertise: Leverage my years of experience in personal finance coaching to help you achieve your financial goals.
📈 Success: Benefit from my track record of helping clients gain control of their finances and achieve financial success.
🔐 Trust: Build a relationship based on trust, knowing I am fully committed to helping you reach your financial goals without any hidden agenda.
Testimonials
“Tim's coaching helped me gain clarity on my financial goals and set me on the right path. His guidance has been invaluable in making smart financial decisions on my own.” – Sarah
“Thanks to Tim, I now feel confident in managing my finances. He helped me simplify complex concepts and provided suggestions that empowered me to make my own decisions.” – John
“Tim's financial coaching has been a game-changer for me. He helped me understand my financial situation and develop some steps that I could follow with ease. ” – Amanda
Take the first step towards financial success.
Are you ready to take control of your finances and achieve your goals?
Book a free, quick call with me to see if the Discovery Session is the right fit for you.
Disclaimer
Please note that the services provided by Tim as a Financial Coach are not financial advice. Financial coaching and support offered by Tim are designed to help you understand your financial situation, develop personalised strategies based on behaviour not product, and make informed decisions on your own. As a Financial Coach, Tim does not provide a statement of advice or recommend specific financial products.
Financial coaching aims to educate and empower you to make your own financial decisions, based on your unique circumstances and goals. This service focuses on providing guidance, support, and accountability to help you build strong financial habits and achieve success.
It is essential to understand that the financial coaching provided by Tim is not a substitute for professional financial advice from a licensed financial adviser or planner. If you require specific financial advice or recommendations for financial products, please consult a qualified professional.