MONEY DNA FAMILY FINANCE COACHING
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 FAMILY FINANCE COACHING?
6-Behaviour-based, result-focused approach to help you achieve your financial goals effectively.
MONEY DNA FAMILY FINANCE COACHING is 6-12 months coaching program. In these 12 months coaching, you’ll discover a new way to manage your family finance. You’ll have a holistic financial diagnosis to identify the root cause of your current financial issues. Our MONEY FIT coaches will help you create an achievable and customized action plan that you can implement right away to your own finances. You’ll learn how to make right financial judgments for your family and build confidence with every family financial decision you make. Our MONEY FIT coaches are here to walk alongside with you and hold you accountable, and help you fast track on your financial dreams, whether it’s setting a reasonable budget, creating saving, reducing debt and start building wealth.
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.
Sure you might not have reached ALL your financial goals in 6-12 months, but it is a good start to have a small financial victory that you can celebrate. And you will be amazed how things are unfolded from that moment onward, as you now have the confidence and tools for:
PERFECT-FIT BUDGET
MORE SAVING
LESS DEBT
SOUND MONEY DECISIONS
IN CONTROL
LESS STRESS
HOW ’MONEY DNA FAMILY FINANCE COACHING’ WORKS
This is how we help you fast track your financial happiness in the next 12 monthes.
ONBOARDING
Have a non-obligation free call with our Money FIT coach.
Then, our friendly Money FIT coach will organise your onboarding process and get you started with your financial transformation.
DEEP DIVE DISCOVERY CALL
To get the perfect fit action plan for you, our Money FIT coach will go over the relevant information you gathered and have better understanding about your situation with you.
PRIORITY ACTION PLAN & TRACKING SYSTEM SETUP
We go over the tailor made priority action plan for you and set up the tracking system and automation with you. It is imperative for us to keep track on your progress.
WEEKLY Q&A SESSIONS
MONTHLY CHECK-IN SESSION
Changing habits requires time and disciplines, so during these 12 months, Our Money FIT coach will organise monthly check-in sessions with you and hold you accountable toward your financial goals.
WHAT OUR CLIENTS SAY ABOUT US…
SEE WHAT OTHERS HAVE SAID ABOUT WORKING WITH US
But something Winnie shared in our free Money FIT consultation caught my attention, and I decided to give it a try.
With Winnie’s help, we set a goal to pay off our personal debt and credit card debt in 18 months which is roughly $45k. Within 12 months, we have paid $30k so far, which is ahead of our plan, and I can’t wait to be debt free next summer.
WHAT’S IN ’MONEY DNA FAMILY FINANCE COACHING’?
Get the guidance and support you need to manage your finances with confidence so you can pay off debt, save for the future, and stop stressing about money.
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A Holistic Financial Health Diagnosis ($339)
An Achievable Customised Action Plan ($500)
Money Management Platform (Otivo) – 12 months ($120)
Monthly Private Sessions ($1700)
Email Access To Our Money FIT Coaches ($800)
Join Weekly Q&A Calls For Your Burning Questions ($800)
Money FIT Family Finance Diary ($300)
Money FIT resources & tools
Total value: $4559
A small investment for your family is
ONLY $29.99 PER WEEK
**All services are conducted online or by phone.
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.
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.
podcasts/articles
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...
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...
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...
BANK ACCOUNT – SET UP THE RIGHT BANK ACCOUNTS TO MANAGE YOUR MONEY
BANK ACCOUNT –SET UP THE RIGHT BANK ACCOUNTS TO MANAGE YOUR MONEY. PART 1 BANK ACCOUNT – SET UP THE RIGHT BANK ACCOUNTS TO MANAGE YOUR MONEY. PART 1https://youtu.be/1Wy24Il1w_g We all have bank accounts! Setting up...
HOW DO YOU MANAGE YOUR MONEY FLOW?
🏠💰Household Money Management 🏠💰 - How do manage your money Flows? Julie & Mark came to me with frustration. They have been trying to sort out their household debts for years and it seems to them that no matter what...
Want to know more?
- 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