Frequently Asked Questions

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As much as you want, however, each package only comes with a set amount of 1:1 coaching built in.We are happy to customise the packages, though, to ensure you meet your goals for 1:1 coaching.

1. “Do it Yourself” basic plan :

  • We will help you get set up in the beginning, to make sure everything is working. ​ But as it’s the “do it yourself” plan, there is no mentoring allocated as you have. Again, this can be customised depending on the individual’s needs, and we can add in 1:1 mentoring, or you can move the Everyday plan whenever you need to.

2. “We do it WITH you” Everyday plan:

  • Has 2 hours of video conference mentoring allocated through the term; this is usually scheduled as 30 minutes at two months, four months,  eight months and at 12 months. Plus, we also help you get set up in the beginning, to make sure everything is working. ​ Again, this can be customised depending on the individual’s needs.

3. “We do it FOR you” Everyday plan:

  • Has 3 hours of video conference mentoring allocated through the term; this is usually scheduled as 30 minutes at two months, four months,  six months, eight months, ten months and at 12 months. Plus, we also help you get set up, in the beginning to make sure everything is working.

Absolutely, and you can link accounts from as many different banks as you require.

  • This will give you a live feed into the budgeting app, so that you can track your spending against you budget every day if you wish too.
  •  ​We aim to release a new module series every three months at a minimum.
  •  We seek feedback from our clients on a regular basis and will build future modules based on demand.
  •  There are the core 25 modules that will step you through Cashflow, Investments, Planning for our Future, and The Behavioural Psychology of Money. 

Yes, you can cancel at any time. There are NO Lock contracts.

Refunds :

  1. Basic Package

Pay by the Month: No Refunds, but you can leave at any point and stop paying from that date.

Pay Yearly :

        • Pay by the Year already has a discounted price attached
        • There are no refunds for months already past, but you can leave at any point and will be refunded the months left (Full Yearly Fee-$660 / 12 months X months left in the period).

2. Everyday and Premium Package

Pay Monthly:

                • Full Refund before the end of the 3-month period from sign-up.
                • After a 3-month period, you can leave at any point and stop paying from that date.

Pay Yearly:

              • Pay by the Year already has a discounted price attached
              • Full Refund before the end of the 3-month period from sign-up.
              • Post-3-month period
              • You can leave at any point and stop paying from that date.
              • Pay by the Year already has a discounted price attached, so there are no refunds for months already past, but you can leave at any point and will be refunded the months left (yearly cost / 12 months X months left in the perio

We support all age groups from 16 to 116, it’s never too early or too late to learn. 

 

The lessons do not have exams, there is no pass or fail.

  • We want you to learn at your own pace and also rewatch the modules as often as you want
  • You can always contact your mentor if you ​would like something explained or if you would like to know more about a particular topic.

Help My Wealth is a fully online financial guidance program designed to empower individuals to achieve financial success. Upon joining the program, participants can rest assured that they will have a dedicated guide supporting them every step of the way as they work towards their financial goals.

Luckily, the first step to financial success and joining Help My Wealth won’t cost you a thing! It’s free! You can find out more here. [link bolded text to the ‘get started page’].

Help My Wealth delivers a unique program to empower everyday Australians to make great financial decisions.

We provide an accessible avenue for individuals to boost their financial success. This is accomplished through engaging and informative online tools, concise self-paced modules developed by industry experts, and the necessary additional guidance and accountability from our guide.

We wanted to ensure that our program is accessible to all Australians so we’ve made the first step free, learn more here. [bolded text to link to ‘get started page’]

No, Help My Wealth cannot provide financial advice to its members.

Rather we offer guidance to enable and self empower our clients to realise their financial goals and create realistic plans of how to achieve them.

Sometimes this might involve finding a professional in the relevant industry, who may be a mortgage broker, an accountant, or a financial adviser. Whatever your goal, our guide will be with you every step of the way.

Help My Wealth is for anyone looking to empower their financial future or anyone who feels that a traditional financial planner may not be the right fit for their current circumstances.

Yes, you will get one-on-one support from Help My Wealth’s guide, Stephen Logan. There is no set amount of support sessions because each client is different.

We currently offer four unique courses that each have multiple short self-paced modules; cashflow and budgeting, financial planning, planning for the future, and the behavioural psychology of money. Each course has been developed by an industry expert to be informative but concise.

Our e-Smart Cashflow Manager app simplifies the process of organising all your finances in one place, making it easy and enjoyable. Available to all our members, we assure you that our app will streamline your cashflow management. Accessible on both desktop and mobile, it has various features, including asset management, a live balance sheet, secure storage for important documents, and visual goal tracking. You can discover more about its features here. [bolded text to be linked to this YT video: https://youtu.be/lhgYAplR4aE

Don't just take our word for it.

Our proven system has helped hundreds of people like you achieve their goals.

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Still Have Questions?

Discover answers to commonly asked questions about Help My Wealth and our services here.

Ready to get started?

Start your journey towards financial success now.

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