Accessible Expert Financial Planning
I've seen that high net worth individuals have access to “full service” financial planning
expertise and experience from qualified financial advisers/planners, while the rest of us get “hints and tips”, videos or even DIY software to essentially plan for ourselves.
Finanical Planning
I'll help you get a better understanding of your current financial situation and set you on a path to achieving your financial goals
Finanical Coaching
The goal is to develop strategies for improving your financial habits and behaviors. I provide ongoing support and accountability to help you stay on track
Financial Wellbeing
I partner with companies to provide financial wellbeing support to their employees
About The Finance PT
Over my 11 years in financial services, I've seen that high net worth individuals have access to “full service” financial planning expertise and experience from qualified financial advisers/planners, while the rest of us get “hints and tips”, videos or even DIY software to essentially plan for ourselves.
My purpose is to bring expert financial planning and coaching to the rest of us. I show my clients how their money can work as hard for them as they do for it – and guide them step by step towards a level of financial wellbeing that others take for granted.
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… But why a “personal trainer”? Because at the beginning of your wealth journey you’ll need someone who’s right by your side: coaching, mentoring and sweating the numbers to get your finances fit for YOUR unique purpose. I’m always in your corner.
Benefits Of Financial Planning
One of the primary benefits of financial planning is that it can help individuals and families improve their financial well-being.
By creating a plan for their income, expenses, and investments, people can ensure that they are making the most of their resources and taking steps to achieve their financial goals. This can help reduce financial stress and anxiety and improve the overall quality of life.
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Sandra M
Thinking about money and the future can scary, particularly in present times. I thought that proper financial help was out of my reach, but Bianca’s passion, empathy and aspiration to make financial advice accessible and affordable inspired me to give her a try.
Armed with strong technical skills and experience she demystifies “scary and complicated” concepts in an easy and relatable way. I feel better about my financial future, knowing that she is “in my corner”.
Larry S
Coming from a working class, low income household my relationship with money has never been great. After a few sessions with Bianca I came to realise how much my “poverty mindset” was affecting my financial decisions and preventing me from achieving my life goals.
She helped me to articulate those goals clearly and put together a plan that I’m now well on my way to achieving. It has been a truly transformational experience! I would recommend Bianca to anyone willing to challenge themselves and change their fortunes in life.
Abi A-P
Bianca is an approachable and enthusiastic coach. She asked questions that unlocked my thinking and gave me new perspective. I would highly recommend her!
