THRIVING | ABUNDANCE | HAPPINESS

Empower you to take control of your family finance;

Enrich your family life with financial happiness.   

“It’s not about how much you make. It’s about how you manage your finance.”

Whether you are driven professionals or busy business owners, we are here to empower you to optimise your family finance, build confidence with your every family financial decisions you make, and fast track on your financial dreams.

What is Money DNA?

Money DNA is your trusted family finance coach!
D.N.A. stands for Development, Nourishment and Achievement.

Families are the compass that guides us. They are the inspiration to reach great heights, and our comfort when we occasionally falter.’ 

~ Brad Henry

 

We know what matters to you the most in life is FAMILY.  Whether it’s expecting a new family member, relocating to the family dream home, celebrating kids graduation, planning next family adventures, turning your passions and hobbies to something amazing, contemplating early retirement, dealing with unexpected events in life and so on, we want to ensure we are here for you and walk every step of the way to support you well preparing your family money matters so that you can provide the safety haven, spend quality time with the loved ones, and create memorable family moments with peace and joy.

Money DNA Family Finance Coaching provide family financial coach and financial education via intimate private sessions, informative group workshops, and a supportive like-minded community to inspire you developing your money muscles, nourishing you with informative money nutrition, and empowering you to be in control of your household money matters, make informative money decisions and plans, and achieve your financial goals.

SAVE TIME

Stop wasting your valuable time on trying to figure things out; rather spending time on people and things that matter to you the most.

SAVE MONEY

Family finance is not rocket science. Learn how to manage it yourself and save money to build a greater future.

TRACK PROGRESS

Customerise the action plan specifically for your family and you can track on your progress whenever you need.

BE IN CONTROL

Your money, your way. Tailor your needs based on the structure works for you and support you along the journey.

What We Cover

BUDGETING & SAVING: BUILD A SOLID FOUNDATION FOR HEALTHY FAMILY FINANCE

Having a household budget helps you see where your money is going. You can put aside money for bills and expenses and set up a plan to reach your financial goals.  It helps you reduce stress on any uncertainties in life and focus on what matters the most to you. Whether you are saving for a holiday, the wedding, a home deposit or simply saving for raining days, we are here to help!

DEBT REDUCTION: PAY OFF HOUSEHOLD DEBTS SOONER

Overwhelming debt can result in stress and depression and has been linked to relationship breakdown, and so both your sense of physical and emotional security can be at risk when debt is a constant presence in your life. Whether you want to pay off your credit card debts, personal loans, business loans from the unsuccessful businesses or others, let us giude you our proven techniques to pay down debt quicker, improve your credit rating, and get your life back in order.

WEALTH CREATION: THE ROADMAP TO YOUR FINANCIAL FREEDOM

Whether you are planning to creating wealth through properties, shares, mutual funds, cryptocurrencies and others, you need to thoroughly think through your investment strategy. We are here to guide you how to make sound investment decisions for you and your family. Don’t let your hard-earned money turn into a waste. Let your money work hard for you.

MONEY HARMONY: LET'S TALK ABOUT MONEY

10 out of 10 couples who have money issues don’t talk about money! Why? Because the conversations always end up in tears and arguments. Money is one of the top 3 stressors in our relationships!  Let us help you uncover the underlying causes for the financial conflict in your relationship, learn how to communicate with each other about money in a compassionate and constructive way, and maintain a healthy stress free relationship.

Testimonials

Emily

‘Being a single parent is tough! While juggling between kids and work, I often found myself putting my own needs and pending bills to the last, and I was so unhappy and hopeless. And just like a negative spiral, things got worse last year while we are going through Covid. And I felt so lost and trapped.

One of my girlfriends introduced me to Money DNA community. Through the learning and support, I learned how to organize my own money to avoid late payments, and with the support and clear goals set up, I’m in the process of saving up toward my own home for myself and my children. I feel that I finally got my confidence and independence back, and it feels so good!’

Mitch & Dee

‘My wife and I are planning to retire in 5 years and part of our plan is to support our adult son and his partner to get into their home. While we were discussing our retirement plan with our financial planner, and an alternative idea of having our son to engage with Money DNA and learn how to save up their money got my attention. I thought sooner than later, he will have to deal with his own money issues like we always do, and it’s better for him to start learning the importance of money. And I thought whatever they can come up with would be a bonus and we can top up with the difference they need. Last weekend, my son told me that they are ready to get into the market, and I couldn’t be more proud of him. This is one of the best investments I’ve had in my life.’

Kate

‘Thank you Money DNA for helping me pay off credit card debts that I have since I graduated from uni! I never thought that I would be able to be debt free, and now I feel so empowered and so free!’

Jon

‘My mortgage broker introduced me to Money DNA to review my financial situation after we restructured my home loan. I was reluctant to pay big bucks for professional help because I don’t think I have much financial issues to deal with. And through engaging with Money DNA, I’m not only able to organize my money properly but also know how to deal with some money issues in life without stress too much I feel so much in control now!’

Ron & Donna

‘We recently just moved into our dream house and couldn’t be happier to have our own home for the growing family. We never thought we’d be able to build up our down payment in few month time on our own without too much pain and hassle. Thanks Money DNA for making our dream comes true.’

HI I’m Winnie!

At 31 years of age, due to a business partnership going sour, I was on the brink of bankruptcy and had over US$100k in debt.

With hard work and determination, I developed a set of strategies that not only enabled me to pay off my debt in 18 months but also built up a lump sum as a safety net. This incident told me such a valuable lesson in life and also planted the seed for me to help others improve their lives by better managing their finances, including publishing my 1st book ‘A 21-Day Guide to Financial Happiness’ in 5 countries in Asia.

For the past decade in financial services industry as a certified financial planner, a SME business banker and a certified money coach, I have developed creative and fun ways to manage money and help my clients learn how to make informed financial decisions and overcome financial challenges.

In 2021, Money DNA community was born (alongside with Unblock Your Wealth/ UYW Financial Wellness which was established in 2018)  to bring a mix of money and beyond money concepts in life, delivered via private sessions and group workshops & activities, and a supportive like-minded community to empower our members to be in control of money and achieve your financial dreams.

How It Works

Free Consultation Call (20 mins)

In this complimentary consultation, we will chat about your current financial situation, goals and dreams you want to achieve, issues or focus you want to tackle, and most importantly is to see if Money DNA is the right fit for you for your money transformation.

Onboarding & Deep Dive Discussion (60 mins)

Once you decide to take on the journey with us to change your money reality, we will kick off the onboarding process to help you gather all relevant information, and our consultants will organise a deep dive discovery session with you.

Financial Health Evaluation & Action Plan (60 mins)

Any type of transformation starts with, first and foremost, understanding the current situation and underlying issues. In this 60 min financial health evaluation, we take the time to share our findings and potential roadblocks toward your financial goals, and work with you to develop a SMART action plan as a road map to your dreams and goals.

Tracking System & Automation Setup (60 mins)

We set up the tracking system with you so that you can keep track on your money and the progress. We will take the time to build in some financial knowledge so that you can start polish your financial skills.

Check-in sessions (30 mins) x 3

Changing habits requires time and disciplines, and we are here to support you and keep you on the right track. During the transformation period, we will organise the check-in sessions with you  and hold you accountable so that you can see the long-lasting results.

Money DNA Family finance coaching

Take control of your family finance. Enrich your life with financial happiness.
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12-month UNLIMITED access to Money DNA coaching platform
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12 month UNLIMITED access to Money Management platform  – Connect all your money matters in one platform
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PT sessions (Personal Training) 6 sessions in total —

1 * Onboarding & Deep Dive Discovery (60 mins) +

1 * Financial Health Evaluation & Action Plan (60 mins) +

1 * Tracking & Automation system set up (60 mins) +

3* check-in sessions (30mins) at your convenience

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12 month UNLIMITED email access to Money DNA family financial coaches
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Group sessions with member discount rate — Polish your money strategies, fast track your success, and achieve your goals (coming soon)
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Online quick&sharp sessions/ Q&A with specialists – anything and everything about money & beyond money concepts in life
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Money DNA community – meet like-minded people in the money transformation journey
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Money DNA resources – useful tools & tips you can utilize in daily life

Total value: $4999

 Now it’s only $49.99 per fortnight

**All services are conducted online; face to face meetings are only available for members in Brisbane.

podcasts/articles

FAMILY FIANCE – CHRISTMAS DEBT

FAMILY FIANCE – CHRISTMAS DEBT

FAMILY FIANCE - CHRISTMAS DEBT FAMILY FINANCE - CHRISTMAS DEBT It was estimated a $23.9 billion spending on celebrating Christmas in 2021, mostly on presents and food, some on travel. That’s about $1,232 each.And as...

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I PAID OFF US$100K IN DEBT IN 18 MONTHS WHEN I WAS 31!!

GOALS - GOLDEN RULES OF ACHIEVING FINANCIAL GOALS How many times have you set the goals and failed?Do you know in order to achieve goals, there are certain rules you need to follow?Whether you want to pay down debt sooner or keep your family finance in order in 2022,...

GOALS – GOLDEN RULES OF ACHIEVING FINANCIAL GOALS

GOALS - GOLDEN RULES OF ACHIEVING FINANCIAL GOALS How many times have you set the goals and failed?Do you know in order to achieve goals, there are certain rules you need to follow?Whether you want to pay down debt sooner or keep your family finance in order in 2022,...

FAMILY FIANCE – CREDIT CARD – A GREAT TOOL OR A NIGHTMARE?

FAMILY FIANCE - MONEY FIT - CREDIT CARD - A GREAT TOOL OR A NIGHTMARE? CREDIT CARD - A GREAT TOOL OR A NIGHTMARE?https://youtu.be/9Yh_ljBNoW4 Credit cards can be a great tool money management if you know how to use it, plus you get to accumulate reward points for...

FAMILY FIANCE – CREDIT CARD – YOUR FRIEND OR YOUR ENEMY?

FAMILY FIANCE - MONEY FIT - CREDIT CARD - YOUR FRIENDS OR ENEMY? FAMILY FINANCE - MONEY FIT -CREDIT CARD - YOUR FRIENDS OR ENEMY? Shelly seemed to be nervous and embarrassed when I first met her.Shelly was close to her father before he passed away few years ago.In...

FAMILY FIANCE – CHRISTMAS DEBT

FAMILY FIANCE - CHRISTMAS DEBT FAMILY FINANCE - CHRISTMAS DEBT It was estimated a $23.9 billion spending on celebrating Christmas in 2021, mostly on presents and food, some on travel. That’s about $1,232 each.And as tradition would have it, most of us use credit. The...

FAMILY FIANCE – MONEY FIT – PAY DOWN DEBTS SOONER

FAMILY FIANCE - MONEY FIT - PAY DOWN DEBTS SOONER FAMILY FIANCE - MONEY FIT - PAY DOWN DEBTS SOONER Max couldn't believe that he's got another default notice.Well, saying couldn't believe is a bit untrue as he knew that he didn't action on it at the first place. 'Due...

WHAT IS YOUR YOUR MONEY LANGUAGE? PART 2

WHAT IS YOUR MONEY LANGUAGE? (PART 2) What's your Money Language? (Part 2) Kim was attracted by Jim's charisma when they first met. He works hard, and is responsible, devoted to the family, so when he proposed, she didn't think twice and couldn't wait to spend the...

WHAT IS YOUR YOUR MONEY LANGUAGE? PART 1

WHAT IS YOUR MONEY LANGUAGE? (PART 1) What's your Money Language? (Part 1) Jim was brought up with the belief that men are the bread winners and should work hard and bring the bacon home. When Jim got redundant few years ago, he thought he could start a business with...

DISCOVER YOUR YOUR MONEY LANGUAGE

DISCOVER YOUR MONEY LANGUAGE What's your Money Language?Find out your Money Language and Money Personality with Money DNA!https://financialwellnessquiz.com.au/ BE IN TOUCH: BOOK 20 MIN FREE CONSULTATION WITH WINNIE:...

HOUSEHOLD MONEY MANAGEMENT STARTS FROM MONEY CONVERSATIONS!

🏠💰Household Money Management 🏠💰 Do you and your partner go on regular money dates? Have you shared your money values with your partner? Larry and Tina were referred to me by their mortgage broker as their current living expenses are too high and they are unable to...

Want to know more?

We’d love to hear from you!
If you’d like to:
  • Ask a question
  • Join our Master your money for Families community
  • Organise team coaching, bespoke workshops & presentations for your team
  • Invite Winnie to speak at your event
  • Discuss a collaboration

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