Choose a Plan that Works for You

A small investment compared to the gains that will control over your finances bring you.

Monthly Billing

Yearly Billing

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Compare Plan Website V1 2
Compare Plan Website V1 2

What you Get by Enrolling

You also get a library of resources, priority support and more….

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30+ Interactive Modules

Industry experts designed our value for money Self Directed Learning modules in:

  • Money Coaching
  • Financial Planning
  • Mortgage Broking
  • Investments
  • Taxation
  • Behavioural Psychology
  • Health

We believe that financial success is holistic and that every module is designed to focus on the outcome of helping you achieve financial success

We are ensuring that you get the correct information from Experienced professionals.

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Video Tutorials

Videos to teach you how to use our immersive e-smart budgeting app, from adding your assets, and automatically syncing your spending to setting your short-term and long-term goals. 

 

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Community

Help My Wealth is a community of like-minded people, each on their journey toward what they value as a successful life and financial freedom.
We are not a sales-orientated program but a community that is helping each other to succeed.
Our community has created a safe place that they want to be a part of.

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Quizzes and tests

To test your knowledge we have designed module-specific quizzes that will help you to track your progress, to better understand where you need to invest more time on and how to apply what you learn in real-life situations. 

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Mobile App

From our iLearning modules, our e-smart budgeting app, and online chat support, all of our services are phone and tablet friendly. 

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New Monthly Resources

We have new monthly articles, blog posts, and podcast episodes with industry experts to help you keep up the date and never stop learning.

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Become in control of your finances

Our tailored designed packages offer you a full range of modules, tutorials, and a fully immersive budgeting app to track your spending, assets and goals.
No more excuses!

FAQ

Your most asked questions in one place.
If your question is not here contact us

How often can I get 1:1 coaching?

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.
    Can I link my budgeting app with any bank account?

    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.
    How often do you release new content?
    •  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. 
      Can I cancel at any time?

      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 period).
      What age groups do you support?

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

      What if I get stuck on a lesson?

      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.

      Ready to get started?

      Get in touch, or choose your package and create an account