Your Money Coach is your own personal finance expert. They provide 1-to-1 conversations to help you plan your future and make the most of your money.
Coaching starts by discussing your goals for the future, as well as your hopes, dreams and worries.
Your coach then uses our financial planning software to plot how your finances will change over time, and the actions you can take to achieve your goals and optimise your finances.
They’ll turn your financial plan into bite-sized actions, and refer you to our team of specialists when needed to help you stay on track over time.
Our coaches are friendly, empathetic and are passionate about helping people transform their lives. You can learn more about them on our website.