A 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.
They start off by discussing your goals for the future, as well as your hopes, dreams and worries. Then they use our powerful financial planning software to show how your finances will change over time, and what you should do to give yourself the best chance of achieving your goals and optimising your finances. Finally, 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 team of coaches are all very friendly and are passionate about helping people transform their lives. You can learn more about them on our website.
Please note: If you joined Octopus Money from OpenMoney or evestor, we're not set up to offer you our coaching service right now. But please bear with us – we'll let you know how you can get started once this does come available. If you're particularly interested in this service, and understanding how else we can help support you with your money, drop us an email to support@octopusmoney.com and a member of the team will be happy to help.