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Discover Your Money Type, Build Your Own Financial Plan for Both Now and the Future, Curate Great Financial Habits and Learn How to Invest in Shares, Property, Business.
What about the rest of MFAP?
Modules 2-8 and Beyond
Here’s How We’ll Do It...
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Module 1
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Financial Adulting Experience
Success Stories
The blokes in blue suits prescribe a ‘one size fits all’ approach to finances.
As an ex-financial advisor, ex-accountant and someone who has become financially independent, after clawing my way back from less than zero and teaching hundreds of women how to do the same – I call BS.
The truth is, finances are personal and your relationship with money is unique. That’s why it’s important to understand who you are and why you behave the way you do with money. In Module 2, we’re ditching the idea of a one-size-fits-all solution and showing you how to think differently and break those limiting false beliefs that don’t serve you.
You’ll walk away liberated, with actionable personal-to-you money truths to support your most precious life goals by learning about the four different Money Types. You’ll identify which one(s) you are (and which ones your partner is if you have one), helping you to discover the secret to developing a financial system that’s right for you and walk away understanding what that means for your finances.
Module 2 highlights:
The result? Less internalized money blocks, MORE financial peace of mind.
- Worker
- Creator
- Discerner
- Relator
- Learn the difference between a one size fits all and personalised approach to finances
- Discover which Money Type(s) you are
- Explore the characteristics of the four different Money Types:
- Explore hybrid Money Types
- Addiction and compulsion and the impact this has on your finances
Inside module 3, I'll walk you through creating your very own Strategic Financial Plan. The kind that could easily set you back over $4,000 if you went to a financial advisor.
Here you’ll figure out where you are today, where you want to be and what the gap between those two places look like. To do that, you start to complete your very own Strategic Financial Plan developing a clear picture of what it costs you to live, your financial position, what you want to achieve in life and the dollars required to do that. It’s all about helping you work out how to make the most of this beautiful life we’re living, enjoying today and looking after future you.
Module 3 highlights:
You’ll walk away knowing:
And make it happen using:
The best part – Lawsie and I will be right there with you, breaking down each and every resource and tool. So you can walk away with peace of mind knowing that you have a solid financial foundation, no matter where you are in life.
Here you’ll figure out where you are today, where you want to be and what the gap between those two places look like. To do that, you start to complete your very own Strategic Financial Plan developing a clear picture of what it costs you to live, your financial position, what you want to achieve in life and the dollars required to do that. It’s all about helping you work out how to make the most of this beautiful life we’re living, enjoying today and looking after future you.
Module 3 highlights:
You’ll walk away knowing:
- The amount YOU should be saving
- How YOU should be investing
- How much YOU need to be earning
And make it happen using:
- My Life By Design spreadsheet – both individual and couple’s edition
The best part – Lawsie and I will be right there with you, breaking down each and every resource and tool. So you can walk away with peace of mind knowing that you have a solid financial foundation, no matter where you are in life.
In this module, we’re focusing on turning your goals into a reality. We’re putting everything into action and bridging the gap between where you are right now and where you want to be in a year.
And we’re getting creative to get there.
Here you’ll discover the secret to figuring out how much money you need to create the life you want to design and walk away with loads of practical strategies to close that financial gap.
Module 4 highlights:
We'll dive into:
We’ll also work through a super simple, yet invaluable worksheet that will help answer the burning question – "Will I have Enough?"
By the end of this module, you'll be well on your way to taking those steps with a side of growth-money mindset to pair perfectly with the New Year, New Plan, Same You.
And we’re getting creative to get there.
Here you’ll discover the secret to figuring out how much money you need to create the life you want to design and walk away with loads of practical strategies to close that financial gap.
Module 4 highlights:
We'll dive into:
- Practical strategies that will bring your goals to life
- The very best ways to pay down debt
- Where to find extra cash
- How to master the art of saving
We’ll also work through a super simple, yet invaluable worksheet that will help answer the burning question – "Will I have Enough?"
By the end of this module, you'll be well on your way to taking those steps with a side of growth-money mindset to pair perfectly with the New Year, New Plan, Same You.
Brunches, latte’s, late-night takeaway, oh my!
Let's get real for a moment. Talking about goals, exploring different scenarios, and trying out new ideas can be exciting, but what about when REAL life hits?
Like those late Sunday nights when the thought of another chaotic work week is looming in the air, you haven't prepped dinner, and everything inside of you is screaming, “F*ck it, let’s just get Uber Eats!”
Trust me, we've all been there – including me.
That's why we're going to spend time coming up with great habits that will help you solidify all the amazing things you want to do with your finances and your life, inside this module by understanding how to ditch bad money habits & learn right ones for you.
In this module, I’ll walk you through:
Creating systems of behaviour that work for YOU (not against you) and help you be your financial BEST. (Yes, even when you’re tempted by the new holiday lattes at the coffee shop.)
Then together, we're going to look at your:
Finally, we’ll roll up our sleeves and establish rock-solid financial habits that practically ensure your financial success.
By the end of this module, you'll have established a Money Routine that:
AND supports the life you created in the PLAN you designed.
Let's get real for a moment. Talking about goals, exploring different scenarios, and trying out new ideas can be exciting, but what about when REAL life hits?
Like those late Sunday nights when the thought of another chaotic work week is looming in the air, you haven't prepped dinner, and everything inside of you is screaming, “F*ck it, let’s just get Uber Eats!”
Trust me, we've all been there – including me.
That's why we're going to spend time coming up with great habits that will help you solidify all the amazing things you want to do with your finances and your life, inside this module by understanding how to ditch bad money habits & learn right ones for you.
In this module, I’ll walk you through:
Creating systems of behaviour that work for YOU (not against you) and help you be your financial BEST. (Yes, even when you’re tempted by the new holiday lattes at the coffee shop.)
Then together, we're going to look at your:
- Bank accounts and automating
- Money habits that work with your money type/s
- Making a plan for Money stressors
Finally, we’ll roll up our sleeves and establish rock-solid financial habits that practically ensure your financial success.
By the end of this module, you'll have established a Money Routine that:
- Fits into your daily life
- Compliments your unique personality
- Takes into account your own money stories
- Incorporates your money type
AND supports the life you created in the PLAN you designed.
Your financial future IS in your hands. Let's talk about investing in a way that empowers you with knowledge and helps navigate the ups and downs of the market successfully – in plain language that you understand.
In Module 6, we're diving into shares and investments that fuel your financial journey.
Here you’ll learn all about investing in shares so that you can start to invest yourself tomorrow.
Module 6 highlights:
You’ll walk away knowing the investment steps to take for a happier year now *and* a bunch of happy years 10 years from now
In Module 6, we're diving into shares and investments that fuel your financial journey.
Here you’ll learn all about investing in shares so that you can start to invest yourself tomorrow.
Module 6 highlights:
- The relationship between risk and reward including time frames for each type of investment
- The basics of share investing in easy to understand language including what it is, how it works, how to protect yourself and the importance of time in the share market
- The three main ways to invest – direct, exchange trade funds and managed funds.
- Learn how to choose an ETF or Managed Fund
- Learn how to choose a share / stock including a case study to test your learnings and understanding
- Explore how to actually buy and / or sell share investments on different share platforms
You’ll walk away knowing the investment steps to take for a happier year now *and* a bunch of happy years 10 years from now
When we think about investing in property, we naturally default to thinking about home ownership. But, there are SO many other options out there.
In this module, you’ll learn all the different paths to property ownership including your own home, rentvesting, residential investing, commercial investing, listed property trusts and more. Plus we look at how to buy and invest in property and still have cash available to live and save.
Module 7 highlights:
- The many different ways to own property
- Home ownership vs rentvesting
- Tips and tricks for saving for a deposit and going for a mortgage or investment loan
- Tips for when you have a mortgage or investment loan, including scripts to ask for a better deal.
- Loads of tools, checklists and calculators to help work out what property ownership looks like for you and how it fits into your financial plan
In this module we explore the idea of adding a business or side hustle as a way of increasing your income streams and making it easier to achieve the financial goals you mapped out in previous modules.
Module 8 highlights:
Finally, we finish with building multiple income streams and why simply relying on your wage or one income or building assets isn’t the only way to build wealth
Think of this module as the things they don’t tell you before setting up your business but are crucial for using your time and money wisely.
Module 8 highlights:
- Understand the difference between business, side hustle and hobby and which one works best for you
- The essentials you need to know when running a business
- The psychology of pricing including small changes to make immediately that will add $$ to your sales
- What numbers to care about in your business and what you should be tracking
Finally, we finish with building multiple income streams and why simply relying on your wage or one income or building assets isn’t the only way to build wealth
Think of this module as the things they don’t tell you before setting up your business but are crucial for using your time and money wisely.
Think of them like a digital file cabinet of money resources for extra things we think some of you might want to know about
The bonus modules include:
The bonus modules include:
- Money maintenance – different tools and strategies to ensure you are regularly checking in with your finances and improving your overall financial wellbeing
- Money in partnerships – things to consider when coupling, uncoupling or coupled when it comes to your finances
- Country specific deep dives for Australia, New Zealand and the UK on tax, structures, retirement funds and more for each country
- Conscious consuming and investing and how we act with our money in one part of our lives can often differ to other parts of our lives and questioning this
- Money and kids – when and how to start talking about money, how to educate kids on money and things to consider when investing for kids
- Insurance – learn about the different types of insurances you should consider and the amount of coverage you may require