What we do

---

1. The Money Educators is more than just a financial education provider. We are a holistic financial wellbeing service that helps you with: 

• Managing your money: We teach you how to budget, save, invest, and plan for your future with confidence and clarity.
• Planning for retirement: We help you prepare for your retirement and make sure you have enough money to live comfortably and enjoy your hobbies and interests.
• Protecting yourself and your family: We help you secure your assets and legacy with estate planning, wills, power of attorney, and health directive, and deal with any health and wellbeing issues you may face.
• Passing on your wealth: We help you make sure that your money and property go to the people you want after you die, and avoid any legal or tax problems.
• Choosing aged care: We help you understand your options for aged care, such as staying at home or moving to a facility, and get the services and support you need.
• Living your dream retirement: We help you achieve your retirement goals, whatever they may be, whether it’s  spending more time with your family, following your passions, living comfortably, or travelling the world.

How it works

If you are interested in working with us, here are the steps we will follow:

1. Contact us:  Click on the ‘Contact Us’ button on this page. We will call you or email you and ask you what you need help with. We will tell you if we can help you and how.

2. Initial meeting:  

If you want to work with us, we will meet with you to talk more about your situation. You can choose how to meet with us: in person at our office, online, or on the phone. This meeting is free of charge.

We will tell you how we can help you at this meeting. After the meeting, we will send you a quote for our services.

3. Quote:  The quote will show you what we offer and how much it costs. You may need help with one thing or many things. The quote will match your needs and preferences. You can take your time to review our offer and see if it is right for you. 

4. Service delivery:  If you agree to our offer, the next step is to accept our quote and we will start working with you to provide the services that you want. 

Ready to get started?

If you are ready to take charge of your future, contact us today and let’s get started!