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 /
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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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 1-2 hour session is $379 (inc. GST).
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For questions / more information, contact us.
Money Coaching
Journey Package
We provide 3 curated money coaching sessions aimed to helping you to understand and improve your relationship with money, acknowledge and identify what it is you want out of life and what is most important to you and finally, implement a practical money management system to support and connect with those goals and values in a more meaningful and structured way. The curated sessions will transform your money habits and awareness so you can increase your accountability and kick start your financial future. Suited towards young singles, couples and families, our financial counselling / sound boarding style of process, does challenge you with uncomfortable questions and allows you to open up and express the things creating unwanted money stress and anxiety.
Topics covered include money mindset, past and current money influences, core values exploration, structured goal setting, budgeting and money management. Please note this requires you to put the work in, complete homework items and attend sessions in a timely manner.
Included is 3 x 60–120 minute sessions, email correspondence and summaries, and resources/tools to work on throughout. The investment in your financial wellbeing is $1299 (inc. GST).
Important: Coaching is not ‘advice’. The content discussed in our money coaching 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 counselling’ hat and are focused on facilitating productive and challenging conversations to help you understand and articulate what is most important to you in life and provide you with a system/framework to support it.