REVIEWS

Hear From Our Clients

Words from our clients making smart money moves

Working alongside Bec was such a supportive process. She helped transform our relationship with money, set up really effective and easy cashflow and budgeting tools that have changed our day to day lives for the better. With her help and clear communication we set some financial goals for our family and the life we want to lead. I have already, and would highly recommend anyone looking to enhance their financial freedom, goals and mindset, to reach out to Bec and gain from her wisdom and knowledge.

EMILY ★★★★★

HEAR IT FROM OUR CLIENTS

I can say in all honesty that Bec has changed my life. She took a debt-riddled, chronically ill, no-idea-how-to-money "adult" and turned me into a financially literate, homeowning, debt-free (except the mortgage), share-holding, actual grown up. She is extremely knowledgeable but never makes you feel like an idiot, she is relatable, honest, and trustworthy, hugely generous, and she is just a downright lovely human being to work with. She is absolutely not what you expect from a financial planner and that is her major strength. I thought you could only get financial advice from stuffy old men who you had nothing in common with - but Bec builds such beautiful rapport because she gets you and she gets your life stage. I'm sure she would be helpful for those of any age, but her cash flow programs and wonderful insight will help any millennial stop being scared of their money and their future. Her empathy and rapport set her apart and I know I'm not her only fan - all the people I have sent to Bec have raved about her ability to break down complicated financial concepts into easy-to-digest information, empowering them to take control of their future. Thank you for everything you do, Bec - and thank you for helping me become the person I am today. I couldn't have done it without you.

SAM ★★★★★

If you are stuck with your finances and looking for someone who can help Bec is your girl! She completely changed my life. Bec is non judgemental, very knowledgeable and is magnificent at explaining finances in a way that everyone can understand.

AMANDA ★★★★★

I feel so incredibly empowered and excited about my money and my goals! And … I’ve put my management strategies in place for when the dopamine levels out 😂 Bec you’re a brilliant teacher and your passion for finances has definitely rubbed off! Thank you 🙏

MICHELLE ★★★★★

I couldn't recommend Bec highly enough! She has helped me so much with setting clear savings goals and organising my finances in a way that I don't need to ever worry about a bill again! She's also helped me to dig deeper into some limiting money mindset beliefs. And she's a genuinely lovely human.

Thankyou so much for all your help, Bec!

MARNIE ★★★★★

I have had the pleasure of working with Bec over the past few months to help create a clear and simple plan for our financial goals and responsibilities. She has been a delight to work with and has helped us immensely. The support she has provided is more than financial planning, her focus on achieving our goals while staying within our personal values is what makes everything feel, just right.

MEG ★★★★★

I have had the pleasure of working with Bec for around 6mths. She has helped hubby and I clearly see what's happening with our money & formulate some clear cut goals as well as an automated money plan I will continue to work with Bec as she teaches us how to create financial freedom within our goals to live our perfect day, everyday ♡

KATIE ★★★★★

To anyone looking for help with their finances, I would highly recommend Bec. She goes above and beyond to help!

Bec is awesome with explaining all aspects from budgeting through to helping with investments, she answered any questions that I had with a huge amount of knowledge.

I have full confidence in Bec to help me with my money for now and well in to the future so that I can achieve my goals. Excellent service, super easy to get in contact with whenever I have any questions, or enquiries.

RYEN ★★★★★

Who would've thought: a (super) trustworthy financial advisor! Bec has been a godsend. The value she offers is amazing. We have engaged her to provide advice in a number of areas and she has been so patient and responsive as we deal with the inevitable admin BS to get it all implemented. As well as initial advice, we've also engaged her to be an advisor to us on an ongoing basis and have referred her to others. We both feel well looked after and are excited about kicking some financial goals with Bec by our side. If you are looking for a financial advisor, seriously get in touch with Bec

A ★★★★★

I'm really happy with how our money plan is flowing...it feels so simple. The thing I'm enjoying most is not thinking much about money- and seeing it's just doing what it needs to.

SARAH ★★★★★