Work with Me
Other ways to work with Dylan
Financial Planning / Financial Advice
Financial Advice is custom, specific, personal, and tailored advice that considers your personal and financials situation and circumstances. It is a one-to-one journey that looks more holistically at your financial life and may include strategic, complex or product advice. Good advice helps you understand what to stop, start and keep doing to get you from where you are now to where you want to be.
The financial advice process is detailed and in depth. It includes a productive discovery session, to understand your goals, values, ambitions, and pain points. Once we understand if we can help, if we are a good fit and most importantly, if we can make a genuine positive impact on your financial life and feel we can add value to your financial journey, we work with you over 1-2 months (2-3 meetings) to formulate the best strategy and advice for you. This is presented and implemented via your own financial plan (Statement of Advice).
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To learn more about personal finance advice, head over to
Ad Hoc Education / coaching /
Financial Literacy Session
We can, in limited circumstances, provide a one-off education session on a single topic including:​
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Investing 101,
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Budgeting & money management,
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Superannuation,
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Money Mindset & Goal Setting,
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Personal Insurance Planning,
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Soundboarding / sanity check session.
The cost for an ad hoc 60-90 minute session is $330 (inc. GST). Please note this is general advice and education only and does not take into account any of your circumstances.
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For questions / more information, contact us.
Important: Coaching is not ‘advice’. The content discussed in our money coaching and education sessions are intended to be general in nature and is not personal, personalised or product financial advice. It is intended to be financial education and information. In our sessions we are wearing our ‘money coaching and literacy’ hat and are focused on facilitating productive education and understanding of 'how things work' and the options available to you.