Money Coaching

Our Money Coach, with many years of bookkeeping experience, will be able to provide guidance and support to individuals who need help managing their finances, creating a budget, tracking expenses, and setting financial goals.

NDIS Money Coach

Develop Financial
Health & Stability

The focus would be on developing a plan to improve the individual’s overall financial health and stability. Here’s an overview of what our NDIS Money Coach would do with you:

Assess Your
Finances

The first step is to evaluate your current financial situation, including income, expenses, debts, and assets. The Money Coach will gather all the relevant information to create a comprehensive picture of the individual’s financial health.

Develop A
budget plan

Based on the financial assessment, the Money Coach will work with you to develop a budget plan that takes into account their income, expenses, and goals. The budget plan will include a realistic spending plan, debt reduction plan, and savings plan.

Provide financial
education

The Money Coach will provide financial education and advice to you to help you improve your financial literacy. They will help you understand basic financial concepts such as budgeting, saving, investing, and managing debt.

Implement financial
strategies

Once the budget plan is in place, the Money Coach will help you implement financial strategies to achieve your financial goals. This may include setting up automatic payments, negotiating with creditors, or developing strategies to increase income.

Monitor
progress

The Money Coach will monitor your progress towards your financial goals and make adjustments to the budget plan as needed. They will provide ongoing support and guidance to help the individual stay on track.

Provide
referrals

If necessary, the Money Coach will provide referrals to other professionals such as financial planners, debt counsellors, or legal services.

HOW IT WORKS

The Process

1

Initial Contact and Meeting Setup

Upon receiving an enquiry, we will promptly respond by calling or emailing the client to arrange a meeting.

Schedule a meeting for our Director Support Services to visit the client’s home and discuss their plan and requirements.

2

understanding your plan, needs & preferences

During the meeting, our Director Support Services will discuss the client’s plan, their specific needs, and preferences regarding support workers.

Complete an intake document to gather comprehensive information about the client, covering various questions.

3

paperwork processing & System Setup

Go through and sign necessary documents such as the Service Agreement, Share Consent, Homesite Safety Risk Assessment, and obtain a scan of the client’s NDIA Plan.

The client will receive our Information Folder, containing a Client Handbook, service overview brochure, and a feedback/complaints/compliments form.

4

Coordinator Assignment & Rostering

Once a Coordinator is assigned, they will access the client’s documents and contact them to arrange a meeting.

For additional support services, the Director Support Services will suggest suitable workers.

The rostering team will schedule shifts according to the client’s preferences and introduce the assigned workers.

What Our Clients Are
Saying About Our Services

guidance and support to manage your finances

Our Money Coach, with many years of bookkeeping experience, will be able to provide guidance and support to individuals who need help managing their finances, creating a budget, tracking expenses, and setting financial goals. 

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