THE WEALTH PARTNERSHIP

Private financial mentorship for money, business and life

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A YEAR OF FINANCIAL CLARITY, CONFIDENCE & CONSCIOUS GROWTH

You don't have to navigate it all alone.

The Wealth Partnership is a personalised 12-month coaching and guidance experience, bringing together financial knowledge, practical strategy, money psychology and ongoing support.

A space to think, reflect, learn, grow and take meaningful action.

For your money. Your business. Your life.

  • Life changes. Priorities shift. Opportunities emerge. And sometimes, the very things that once worked for us no longer fit.

    Whether you're building something new, navigating change, growing your wealth, running a business or simply seeking more clarity and ease with money, having someone in your corner can make all the difference.

    Imagine having a trusted financial sounding board. Someone who understands your bigger picture, helps you see your options clearly, asks the questions that matter and supports you in moving forward with confidence.

    Not just for one decision or one moment in time.

    But across an entire year of life.

Two ways to work together

Both partnerships offer 12 months of personalised financial guidance, education, accountability and ongoing support.

The difference is how we connect.

THE WEALTH PARTNERSHIP

Consistent support. Greater clarity. Meaningful progress.

For those who value having a trusted financial sounding board and dedicated time each month to reflect, make decisions and keep moving forward.

    • One private 60-minute coaching session each month (12 sessions annually)

    • Ongoing WhatsApp and email support between sessions

    • Personalized financial education, guidance and practical strategies

    • Mindset, behavioral finance and money psychology exploration

    • Access to relevant resources, tools, exercises and frameworks

    • Personalized actions and accountability

    • Support across your personal finances, business finances or both

    • Regular reflection on your progress and changing priorities

  • $3,000 paid in full

    Or two payments of $1,800, three months apart.

    Save $600 when you pay upfront.

ENQUIRE ABOUT THE MONTHLY PARTNERSHIP

CONNECTED SUPPORT

A little more connection. A lot more momentum.

Connected Support is designed for those who appreciate more frequent conversations, gentle accountability and the reassurance of knowing they have someone in their corner.

    • Two private 30 minute sessions each month: Focused conversations to explore your priorities, work through decisions, gain perspective and identify practical next steps.

    • Weekly personal voice check ins: An opportunity to share what's happening, ask questions, reflect on progress and receive personalised voice feedback and guidance from me.

    • Ongoing WhatsApp and email access: Support between sessions when questions, decisions or challenges arise.

    • Personalised resources and tools: Relevant exercises, frameworks and practical resources to support your financial wellbeing.

    • Mindset and practical financial guidance: Support for your personal finances, business finances, financial behaviours and the bigger picture of your life.

    • Ongoing accountability and encouragement: Helping you turn intentions into action, recognise your progress and build greater confidence over time.

  • $4,800 paid in full for 12 months

    Or two payments of $2,700, six months apart.

    Save $600 when you pay upfront.

    More than a coaching appointment. A consistent connection to clarity, confidence and conscious action.

ENQUIRE ABOUT CONNECTED SUPPORT

  • oth partnerships offer personalised financial guidance, practical support and ongoing access to me throughout the year.

    The Wealth Partnership is ideal if you value a dedicated monthly session to explore your finances, work through decisions and stay accountable.

    Connected Support may be a better fit if you prefer more frequent, shorter conversations and weekly voice check ins to help you navigate decisions, reflect on progress and maintain momentum.

    The difference isn't the depth of our work, but the rhythm of our connection.

    The Wealth Partnership provides dedicated monthly space to step back, explore your financial world, gain perspective and move forward with intention.

    Connected Support offers a more regular rhythm of connection, with shorter, focused sessions and weekly personal voice check ins to help you stay supported and maintain momentum as life unfolds.

    Both are designed to meet you where you are, with the flexibility to evolve as your priorities and circumstances change.

  • Sometimes the greatest value comes from having someone walking alongside you, helping you stay connected to your intentions, navigate decisions and keep moving forward as life unfolds.

    Rather than waiting a month to reflect, we create a regular rhythm of connection.

    A space to check in, work through what's emerging, celebrate progress, explore challenges and take the next meaningful step.

Is this right for you?

This partnership may be especially valuable if:

  • You want to feel more confident, organised and intentional with money.

  • You're navigating a life transition or important financial decisions.

  • You're running a business and want support across your business and personal finances.

  • You have financial goals but would value guidance and accountability.

  • You're financially capable but still experience uncertainty, avoidance or unhelpful patterns.

  • You want a knowledgeable sounding board without having to engage someone for every individual decision.

  • You've already done some financial or mindset work and want ongoing support to integrate what you've learned.

  • You recognise that a healthier relationship with money is an ongoing practice, not a one time fix.

You don't need to arrive with everything figured out. Just a willingness to explore what might be possible.

Get Started

About the Partnership

The practical. The personal. Everything in between.

  • Because money doesn't exist in isolation.

    Your financial life is connected to everything.

    Your work. Your relationships. Your wellbeing. Your sense of security. Your freedom. Your vision for what comes next.

    And the financial questions we face are rarely just about the numbers.

    Sometimes they're about confidence.

    Sometimes they're about knowing what matters most.

    Sometimes they're about navigating uncertainty, letting go of old patterns, or finding the courage to change.

    And sometimes, you simply need someone knowledgeable and objective to talk things through with.

    Someone who can see both the practical picture and the patterns underneath it.

    That's where our work together begins.

  • Our work is shaped around you.

    Together, we can explore:

    • Your financial world: Cash flow, spending, savings, debt, financial organisation, wealth-building concepts, financial goals and the decisions shaping your future.

    • Your business and livelihood: Business finances, profitability, income, financial structure, pricing, growth, sustainability and the relationship between your business and personal life.

    • Your relationship with money: The beliefs, emotions, behaviours and patterns influencing the way you earn, spend, save, receive, invest and make decisions.

    • Your bigger picture: Your values, purpose, relationships, lifestyle, aspirations and what financial wellbeing actually means to you.

    • Your decisions and next steps: Exploring possibilities, weighing options, gaining perspective and turning ideas into meaningful action.

    • Your confidence and capacity: Building the knowledge, skills, resilience and self trust to navigate money with greater independence and ease.

    Sometimes our work is deeply reflective. Sometimes it's wonderfully practical.

    Often, it's both.

    Because sustainable financial wellbeing requires more than a good plan. It requires a relationship with money that supports you in living it.

  • A partnership that meets you where you are.

    No one prescribed roadmap exists because life rarely follows one.

    Over 12 months, our conversations evolve alongside you, responding to the decisions, opportunities, and challenges that arise.

    We might be working through your cash flow and financial structure one month, exploring a business opportunity the next, and then turning our attention to an important life transition, a long-held money belief or a new vision for the future.

    This is about having the space, support and perspective to navigate whatever season you're in.

    • Seasons of transition: Career changes, relationships, separation, retirement, relocation, new beginnings or redefining what you want from life.

    • Seasons of growth: Building a business, increasing income, exploring opportunities, strengthening financial foundations and expanding your possibilities.

    • Seasons of consolidation: Getting organised, reviewing priorities, creating better systems, reducing financial pressure and making your money work more intentionally.

    • Seasons of simplification: Letting go of what no longer serves you, reducing complexity and creating more time, space and freedom.

    • Seasons of becoming: Understanding your money patterns, strengthening self trust, moving beyond fear or avoidance and learning to make decisions from a place of greater clarity and confidence.

    Whatever the season, you don't have to figure it all out on your own.

  • A rhythm that works for you.

    Some people value dedicated time each month to step back, look at the bigger picture and explore their next steps.

    Others thrive with more regular connection, shorter conversations and the opportunity to share what's happening as it happens.

    Whichever partnership you choose, our work is guided by your needs, priorities and aspirations.

    There's no rigid curriculum or expectation that life should unfold in a particular way.

    Just thoughtful guidance, practical support and a trusted space to keep moving forward.

    • We begin with the bigger picture. We'll explore where you are now, what's working, what feels challenging, and what you'd like to create. Together, we'll identify your priorities, intentions and the areas where support will make the greatest difference.

    • We create clarity and direction. Each session is an opportunity to bring whatever is most relevant to you. That might mean working through a financial decision, reviewing your numbers, challenging an old belief, developing a practical plan or finding perspective on something that's been weighing on your mind.

    • We turn insight into action. Understanding is important. But meaningful change happens when we begin doing things differently. We'll identify practical next steps, build supportive habits and create accountability in a way that feels encouraging rather than overwhelming.

    • And we keep evolving. Your goals today may not be your goals six months from now. Our partnership allows room for your life to unfold, with ongoing support to adapt, realign and move forward.

    Not another rigid program to keep up with. A trusted partnership that grows with you.

Meet Lea

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Experience meets perspective.

More than financial knowledge. A breadth of experience to draw upon.

I'm a former award winning financial adviser, business founder, CEO, strategic adviser, mentor and author.

  • When you're navigating important decisions, it helps to have someone in your corner who understands more than just the numbers.

    My perspective has been shaped by more than two decades working across financial services, business, leadership, entrepreneurship, coaching and human behaviour.

    I've launched and grown businesses, created a social enterprise, led a nonprofit organisation, served in advisory roles supporting startups and emerging businesses, and worked with individuals and entrepreneurs navigating everything from financial uncertainty to significant wealth and opportunity.

    I've experienced the realities of building something from the ground up, making difficult decisions, managing competing priorities, navigating change and redefining what success and financial freedom actually mean.

    Alongside my experience in financial planning and behavioural finance, my work in coaching, money psychology and wellbeing has given me a deep appreciation for the human side of financial decision making.

    I understand that the right financial decision isn't always simply the one that looks best on paper.

    It's the one that considers your circumstances, your values, your capacity, your aspirations and the life you're trying to create.

    That's what I bring to our partnership.

    Not just knowledge or strategy, but perspective.

    The ability to see connections, ask different questions, challenge assumptions and help you navigate both the practical realities and the bigger possibilities.

    Because sometimes the greatest value isn't being given an answer. It's having someone help you see what you couldn't

  • I've spent much of my life exploring the relationship between money, behaviour, business and what it means to live well.

    And if there's one thing I've learned, it's that none of us has everything figured out.

    Regardless of our experience, financial position or success, life continues to present new questions, opportunities and challenges.

    Sometimes we need practical knowledge. Sometimes we need a different perspective. Sometimes we need someone who can help us find the courage to take the next step.

    And sometimes we simply need a trusted space to think out loud.

    That's what I hope to offer through The Wealth Partnership.

    A relationship where you can bring the whole picture. The numbers, the possibilities, the uncertainties, the ambitions and the things you might not yet have words for.

    I'll bring my experience, curiosity, perspective and willingness to ask the questions that matter.

    And together, we'll explore what it means for you to create greater clarity, confidence, choice and flow with money and in life.

    Lea x

Get Started

Your next chapter doesn't need to be navigated alone.

Whatever you're building, changing, simplifying or stepping towards, imagine having a trusted partner in your corner for the next 12 months. Someone to help you see the bigger picture, find clarity in uncertainty, stay connected to your intentions and keep moving forward.

More confidence. More clarity. More choice. Not just with money. With life.

Let's explore what's possible together.

BOOK A DISCOVERY CALL

A 12-month coaching and educational partnership. Individual financial, investment, tax, and legal advice may require appropriately licensed specialists. All sessions are held online, with between-session support available during business hours.

FAQs

  • Absolutely. In fact, the two are often closely connected.

    Whether you're navigating personal financial decisions, running a business or exploring how the two intersect, our work can encompass both.

    We'll focus on what matters most to you and where support can make the greatest difference.

  • Every session is personalised to your circumstances, priorities and goals.

    Some sessions may focus on practical financial matters, such as cash flow, financial organisation, business decisions or future planning.

    Others may involve exploring your relationship with money, understanding behavioural patterns, navigating uncertainty or finding the confidence to take your next step.

    Often, we bring both together.

    There is no rigid curriculum. Our conversations evolve with you.

  • Both partnerships include access to me via WhatsApp and email for questions, reflections and guidance between sessions.

    With Connected Support, you'll also receive a weekly personal voice check in. This is an opportunity to share what's happening, raise questions or reflect on progress, with a personalised voice response from me.

    I aim to respond within two business days. More detailed matters can be explored during our scheduled sessions.

  • That's exactly what this partnership is designed for.

    Life is rarely static, and neither are our financial needs.

    You might begin the year focused on building financial confidence and find yourself exploring a business opportunity, navigating a transition or redefining your goals a few months later.

    Our work has the flexibility to evolve alongside you.

  • Not at all.

    You might have a clear understanding of your finances, or you might feel overwhelmed, uncertain or unsure where to start.

    Wherever you are, we'll begin there.

    This is a supportive, judgment free space to gain clarity, build confidence and move forward at your own pace.

  • All sessions are conducted online via Zoom.

    The Wealth Partnership includes one 60 minute session each month, while Connected Support includes two 30 minute sessions each month.

    You'll receive a booking link to schedule your sessions at mutually convenient times.

  • Our partnership brings together financial education, coaching, behavioural finance, money psychology and practical decision support.

    Where your circumstances require specific regulated investment, tax, legal or other specialist advice, I can help you identify the questions to consider and work collaboratively alongside your existing professional advisers.

  • Yes. Both options are designed as 12 month partnerships.

    This gives us the opportunity to build a meaningful working relationship, navigate different seasons of your life and create sustainable progress over time.

    You can pay upfront or choose two six monthly payments.

  • Let's have a conversation.

    A discovery call is an opportunity for us to explore where you are, what you're looking for and whether working together feels like the right fit.

    There's no pressure or obligation.