Hi. I’m Betsy,
I believe everyone deserves to live a financially free and secure life that allows us to experience true prosperity and our greater purpose. I believe that the better the skills, knowledge and awareness we have about money, the better choices we can make with our financial resources to live a happy, independent life.
I am qualified as a Financial Advisor, Mortgage Broker and Certified Money Coach. I’ve worked with and advised some of Australia's wealthiest families as a Private Banker at both NAB & ANZ, designed, built and scaled banking operations as the Director of Retail Banking at Xinja Bank, lead digital transformation initiatives with Macquarie Group, and held the position of Chief Revenue Officer at financial wellness fintech Future U.
What I’ve learned through my thirteen years working in the financial services field is that financial well-being is about much more than math and logic.
It’s also greatly driven by our emotions and behaviours.
It’s about the things we do daily, the goals we create, the beliefs we hold to be true, and our feelings of self-worth and deserving that drive our financial outcomes. More often than not, our financial well-being is hindered by what we don’t know but more importantly, by our subconscious fears, desires, and impulses.
What I know to be true is that financial advice and planning, while important are insufficient alone in helping us create financial wellness. By combining and addressing both the behavioural side of money with the practical aspects of money, I have been able to create the perfect formula for financial success.
Today, I help my clients build their financial capability from the inside out through a series of money journeys that clients can choose based upon where they are in their lives. It has been a true game changer and I have to say, I am in love with my work. I love it because I get to see the changes on the inside that ultimately result in transforming our external financial reality.
What I’m most proud of is the feedback I get from my clients. They consistently tell me they have a healthier and more supportive money mindset, that their capacity to receive and create wealth has expanded and they are confident because they have a toolkit of strategies to use to create long term financial freedom.
In addition to running the Inner Money Journey, I enjoy advocating for financial wellbeing in the media and regularly contribute to finance articles, podcasts and news outlets as a financial commentator.
The Inner Money Journey
The Inner Money Journey
Are you interested in working together?
I invite you to explore the ways we can support you to live life by design with freedom, prosperity and purpose.
