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Money Moment

Not sure where to start? A Money Moment is a 10-minute chat with one of our Money Coaches. They'll answer your questions and help you discover the best next steps for you, so you can take charge of your money and your future.

What to know

A Money Moment is a quick 10-minute chat with one of our Money Coaches - designed to give you clarity and direction. It's free, easy to book, and the perfect way to take the first step toward improving your financial wellbeing.

What to do

Bring one question or topic that’s on your mind —like how to make your money stretch further, boost your savings game, or turn that “one day” goal into today.

What to remember

Around 1 in 3 Australians avoid talking about money — even when it’s holding them back. A 10-minute Money Moment is your chance to break the silence, get clarity, and take control of your finances.

"I'm more excited about my finances now than I've been in a long, long time! If you haven't already booked your session, I highly, highly recommend it! Even if you think you're all set and don't need it, use it as an opportunity to validate that you're on track for whatever your financial goals are."

Darryl Dickson
Leader, Flight Centre Brand

Money Coach

Money Coaching is about creating the life you want - not just managing your money. Your Coach will help you uncover what truly matters to you, build confidence with your cashflow, and share a plan that aligns your finances with your goals and values. It's your chance to take control, dream big, and turn your intentions into action.

What to know

Money coaching is about helping you take control of your finances and feel confident about your next steps. Your coach will work with you one-on-one to set goals, improve your cashflow, and create a clear plan that fits your lifestyle.

What to do

Think about one area you'd like to improve - maybe you want to save smarter, reduce debt, or feel more in control each payday. Your Money Coach will help you turn good intentions into achievable actions that build real momentum.

What to remember

Three in four Australians say they'd feel less stressed if they had better control of their money. Coaching gives you the tools and confidence to make that happen and start living your best life with purpose and peace of mind.

"This is a great benefit of working with FCTG. The experience was useful and made me feel comfortable tackling my finances and moving forward."

Allie Sparr
Global Head of Brand and Marketing

Financial Advice

Financial advice is about more than numbers - it's about designing the life you want to live. Your adviser will work with you to understand your goals, priorities, and dreams, then create a tailored strategy to help you get there with confidence. With expert guidance and a clear plan, you can turn possibility into progress and make your future everything you want it to be.

What to know

Financial advice is about creating the life you want - not just managing money. Your adviser will help you set clear goals, make informed decisions, and build a strategy to grow your wealth and protect what matters most. We strongly suggest everyone gets financial advice at least once in their life.

What to do

Start by picturing the life you want - then let's map out the steps to make it real. Your adviser will help you turn goals into strategy, giving you the clarity and confidence to make decisions that truly move you forward.

What to remember

Most Australian's don't have a financial plan but those who do are twice as likely to feel confident about their future. Expert advice can help you live your best life today while building the future you deserve.

"I truly believe that anyone, no matter where they are on their money journey, will take something away ... and help them feel more in control of their finances. I would highly recommend to anyone looking to gain some control (or just get some validation on what they're already doing) with their finances!"

Derek Yardy
PROHUB - Assistant Team Leader

Tax Services

Tax doesn't have to be stressful. our experienced team makes it easy to stay organised, maximise your return, and make smart decisions for the year ahead. Whether it's understanding deductions, planning for investments, or getting your return lodged on time, we'll help you feel confident, in control, and ready to live your best financial life.

What to know

Tax time doesn't have to be stressful. Our expert team makes it simple to stay organised, maximise your return, and understand how tax fits into your bigger financial picture.

What to do

Get your paperwork together early - the sooner we start, the more time we have to find opportunities for you. We'll help you claim what you're entitled to and make next year even easier.

What to remember

Nearly three in four Australians use a tax agent or accountant - because expert help makes a real difference. With the right advice, you can save time, reduce stress, and make confident choices about your money.

"[Thanks to] Alvin the superstar helping me get my head around Global Recovery Rights Grant and make some smarter tax decisions (i.e., pay less!)"

Lisa Wright
Head of Events, Luxury Travel Collection

Home Loans

Your home is one of the biggest parts of your financial journey - and the right loan can make all the difference. Our team will help you find the loan that fits your life, goals, and future plans, so you can own your home with confidence. Whether you're buying, refinancing, or simply checking you've got the best deal, we'll help you take the next step toward living your best life at home.

What to know

Finding the right home loan can make a huge difference to your financial wellbeing. Our lending experts help you buy, refinance, or review your loans so it works harder for you - not the other way around.

What to do

Take a fresh look at your loan - even a small change in rate or structure can save you thousands. We'll help you compare options, understand your choices, and make confident decisions for your future.

What to remember

Brokers arrange around 75% of all new home loans in Australia - for good reason. Expert support means better options, smarter savings and more confidence that your loan truly fits your life.

I honestly don’t know how I would have gotten through the process of buying my first home without Anna from Moneywise. She made something that felt overwhelming and impossible feel achievable and exciting. Anna, thank you, from the bottom of my heart.

Dustin Kong
Global Supply Finance - BSP Finance Team

Home Loan Calculators

Understanding the numbers is key to planning your property journey. Our calculators can help you estimate borrowing capacity, plan your repayments, explore refinancing options, and factor in costs like stamp duty. Everything you need, all in one place.