Coaching

Create, grow and preserve wealth, with your values at the centre

A guided, confidential partnership that helps you think clearly about money, get unstuck, and move from where you are to where you want to be, in a much shorter time.

Confidential Values-led A plan you can act on
A reflective, confident coaching conversation No judgement, ever

80%

retention with
coaching

Rina Hicks

Your coach

Rina Hicks

A focused one-on-one coaching session

What is coaching?

A partnership that gets you there, faster

Coaching is a creative partnership that helps you explore how to overcome barriers and reach your goals in far less time than going it alone.

Gain awareness

See your money clearly, without the fog of guilt or guesswork.

Get unstuck

Break the patterns that keep you circling the same problems.

Move to action

Turn insight into a plan you actually follow through on.

Set the expectation

What coaching is, and what it isn't

Coaching is

  • Joyful and encouraging
  • Asking the right questions
  • A positive way to explore options
  • Learning from a seasoned professional
  • A process that creates lasting change
  • Client-led and focused on your future
  • Helping you realise your full potential

Coaching is not

  • Judgemental or shaming
  • Telling you what to do
  • A quick fix
  • Therapy
  • Focused on the past
  • Diagnosing dysfunction
  • Only about organisational performance

Why it sticks

Training fades. Coaching changes you.

Studies on long-term retention tell the story plainly.

20%

Training alone

long-term retention

80%

Coaching + training

long-term retention

What we offer

One-on-one coaching, built around you

We help you gain clarity around your money, align your decisions with your values and build a practical plan for your future. Our coaching supports you to:

  • Clarify your purpose, personal vision and financial goals
  • Understand your current situation with honesty and care
  • Make intentional decisions on saving, investing and long-term planning

You will never be told what to do with your money. We work alongside you to design a clear, realistic plan you understand and feel confident implementing, grounded in trust and respect.

Reviewing a personal financial plan

The journey

What to expect from the program

Structured, thoughtful and tailored to you, designed to move you from clarity to action, step by step.

1

Understand your unique situation, goals and concerns

2

Clarify what you want to achieve and why it matters to you

3

Identify the obstacles, habits or beliefs holding you back

4

Explore practical strategies that fit your goals and values

5

Build a clear, actionable plan with accountability and follow-through

The payoff

By the end, you can expect to

Feel clearer and more confident, instead of overwhelmed or unsure

Hold a simple, practical plan that reflects your values and real life

Know where your money is going, and why, with real direction

Make measurable progress toward the goals you care about

See your finances from new, calmer, more intentional perspectives

Feel at peace about long-term planning, including retirement

Ready to take the next step?

Start with a 45-minute virtual session. We will look at where you stand, clarify your goals and map a clear plan you feel confident about.