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.
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.
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.
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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