We’re so GLad You’re here

You’re booked in for your Initial Meeting with Making Cents of Money.

This is the starting point.

We’ll have a relaxed chat where we get to know you, your money story, and what you’d love life to look like. To make sure we spend our time on the stuff that matters most, there are a couple of quick things for you to do beforehand.

  1. Know what to expect

  2. Complete our Getting to Know You form

  3. Download our Financial Services Guide

  4. Complete our budget spreadsheet (optional, but highly recommended)

So let’s get started!

during our session

Here’s what to expect:

✔ A relaxed, jargon-free conversation

This meeting is to help get a clear sense of your starting point and the goals that matter most, so we can explore the right next steps together.

✔ Some clarity on your current financial situation

We’ll talk about what’s working, what’s not, and where the gaps might be.

✔ Space to talk through your goals, big or small

Big dreams, small goals, or just “I want to feel more on top of things” - this is your chance to put it all on the table so we can work out how to get you there.

✔ Practical next steps on how we can help

We’ll explain how financial advice works, what working together could look like, and how we might help you get from A to B.

✔ Plenty of time to ask any and all questions

We’ll chat for between 60-90 minutes. This gives us plenty of time for conversation, questions, and a roadmap of what comes next.

Just a heads up: In this first meeting, Bec won’t be able to give you personal financial advice just yet. Think of it as a chance to explore options, ask questions, and get general information. Once we go through the advice process together, that’s when you’ll receive tailored recommendations designed specifically for you.

Meeting us in person at our office? You will find us here!

Let’s get to know you

This form helps us understand you and your situation, so our meeting can zero in on what matters most. Please complete this at least one day before our meeting.

DOWNLOAD OUR

Financial Services Guide

Our FSG explains who we are, the services we provide, and how we’re paid. Please have a quick read before we meet.

COMPLETE OUR

Budget Spreadsheet

Download a copy, set aside an hour with your bank statements and a cuppa, and you’ll have a clearer picture of money in vs money out. Optional but highly recommended.

THANK YOU

We’re really looking forward to your meeting.

If you get stuck on any of the above, have questions, or need to make any changes to your appointment time, please just reach out:

Phone: (03) 4432 8399

Email: hello@makingcentsofmoney.com.au

See you soon!