Personalised financial coaching to help you build clarity, confidence, and lasting financial wellbeing.
Transform Your Financial Future with Expert Guidance
Who We Work With
Wealthcraft Financial Coaching is designed for individuals, couples and families who want to take control of their finances — not through quick fixes, but through understanding, structure, and informed decision-making.
Individuals & Couples
Building strong financial foundations while balancing work, family, and future goals
Growing Families
Managing mortgages, education costs, everyday expenses, and long-term planning.
Home Buyers & Owners
Preparing for property decisions with clarity, structure, and realistic strategies.
Feeling Financially Stuck
Earning reasonably well but unsure how to move forward.
If this sounds like you, our coaching services are designed to meet you exactly where you are.
Financial Coaching & Education Services
Personalised programs designed to meet you where you are — and guide you where you want to go.
We focus on financial coaching and education, helping you understand your options, build confidence, and make informed decisions. We don’t provide specific investment recommendations or manage accounts.
DISCOVERY SESSION — $300
Your first step to financial clarity
A personalised two-hour consultation designed to understand your financial situation and identify the most effective path forward.
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Review of income, expenses, assets, liabilities and investments
Completion of key financial questionnaires and initial assessment across multiple financial wellbeing areas
Practical recommendations you can start implementing immediately
Clear guidance on which coaching program is suitable for you
This session delivers real value on its own, even if you choose not to continue.
Client data is valid for three months
10-WEEK TAILORED — $2,990
Turn goals into action with hands-on guidance
Ideal for clients ready to make real progress — reducing debt, building savings, or creating a financial system that actually works.
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This package follows your Discovery session
Comprehensive client report
Fortnightly one-hour face-to-face sessions
Personalised goal setting
Financial action planning
Tailored strategies for budgeting, debt, savings, and investment preparation
Increased understanding of financial concepts
Progress tracking and milestone reviews
Ongoing email and phone support
12-month status check-in phone call
Outcome: You will make measurable progress and build the confidence and skills to manage your finances independently.
3-WEEK INTENSIVE — $1,250
Understand exactly where you stand
Ideal if you want a clear, expert assessment of your financial position before making bigger decisions.
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This package follows your Initial Discovery Session
Comprehensive client report analysing up to 31 financial wellness indicators (tailored to you)
One-hour face-to-face review of your client report
Clear, prioritised strategies to strengthen your financial foundations and security
Outcome: You will gain a complete picture of your finances, identify key opportunities, and walk away with a practical roadmap — with no obligation to continue.
12-MONTH SUPPORT — $2690
Ongoing guidance that adapts with life changes
Ideal for clients navigating major transitions or managing evolving financial priorities.
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This package follows your Discovery session
Comprehensive client report
Monthly one-hour face-to-face sessions
Goal setting, prioritisation and financial action plan
Increased understanding of financial concepts
Continuous refinement of personal finance strategies
Flexibility to address new goals as they arise
Deeper exploration of complex financial topics
Option to extend coaching package
12-month status check-in phone call
Why 12 Months? Financial progress isn’t linear. This program allows time to implement, adjust, and build lasting habits with expert support all year.
Additional Services
SPECIFIC CONSULTATIONS – POA
Get targeted guidance for specific financial matters
For clients who need help with a particular financial issue we offer a personalised consultation tailored to your situation.
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Initial 60 min consultation tailored to your situation
Bespoke financial diagnostic of your specific financial issue
Practical, actionable guidance
Follow up appointment with flexible session length based on your needs
Investment: Fees negotiated based on complexity
FINANCIAL WORKSHOPS — $120 per person
Practical, interactive workshops for any financial stage
Sessions run on-demand, ensuring personalised attention and group interaction in a collaborative learning environment.
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Small groups (4–8 participants) to allow tailored guidance
Once the minimum participant threshold is met, the session is scheduled.
Topics include budgeting, investing basics, retirement planning, financial psychology, savings strategies, debt reduction, account and credit management
An opportunity to discuss individual finance questions with the Wealthcraft team
To Register: Email neil.fisher@wealthcraftfinancialcoaching.com or call 0457 841 977.
How It Works
A Simple, Structured Process
STEP 1
Discover
Complete a short questionnaire and meet face-to-face for a detailed financial overview.
STEP 2
Understand
Receive a clear assessment of your financial position, priorities, and next steps.
STEP 3
Act & Grow
Implement strategies with coaching support and adapt as life evolves.
Meet the Team
Wealthcraft combines real-world experience, structured coaching, and personalised guidance to help clients take control of their finances.
Neil Fisher
Lead Financial Coach
As Wealthcraft's Lead Financial Coach, Neil specialises in helping clients establish clear financial goals, decode spending patterns, and build adaptable strategies through structured analysis of key life stages.
During your initial consultation, Neil conducts a bespoke diagnostic of your unique financial profile. He leverages his analytical training to provide a detailed review of your specific circumstances and will formulate a personalised client action plan to align with your financial goals.
As a specialist in behavioural finance, Neil’s vision is to help clients overcome barriers to financial success and empower them towards financial independence.
Professional Credentials:
NFEC Certified: Formally trained in evidence-based financial literacy, financial education and coaching.
Rice University -Jones Graduate School of Business (Finance Faculty): Certificate of Investment Strategies and Portfolio Analysis
Duke University: Certificate in Behavioural Finance
Deakin University: M.Ed. in Education & Training: Expert in curriculum design and behavioural change.
ACSPRI: Certificate in Research Analysis
Katie Fisher
Marketing and Operations Coordinator
Katie is the driving force behind the operational excellence at Wealthcraft, bringing over 20 years of multifaceted experience in executive support, customer service, and business management. Her extensive background is underpinned by formal qualifications in business, leadership, mindset, and education, providing her with a holistic perspective on organisational success.
With commitment to precision and clear communication, Katie provides operational and logistical support to the Wealthcraft team ensuring the seamless execution of the client experience.
Professional Credentials:
UQ: University level education in Business Management
Adapt Education: Certificate III in Education Support
Career Academy: Certificate in Psychology
Standing Strong Academy: Instructors course in Growth Mindset coaching
PRINCE2: Project Management Professional Qualification
Paul Ashman
Senior Financial Consultant
Paul Ashman is a Senior Financial Consultant at Wealthcraft, bringing a track record of over 25 years in senior-level strategic business management and finance. His professional foundation is built on a Master of Business Administration (MBA) and decades of advisory experience, making him an invaluable asset for clients navigating complex financial situations.
Paul’s unique strength lies in his ability to provide high-level strategic oversight while ensuring that even the most sophisticated concepts are made practical and accessible.
Professional Credentials:
Los Angeles University: Master of Business Administration
University of New England: M.Ed. in Education
University of New England: M.PS. in Professional Studies
Raytheon Australia: Diploma of Training and Assessment
Our Lead Coach is a graduate of the National Financial Educators Council (NFEC)
Frequently Asked Questions
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Financial coaching helps you improve how you manage money day to day — budgeting, saving, debt management, and goal setting — through education and accountability.
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Financial advisors provide licensed investment and superannuation advice. Financial coaches focus on foundational money skills and behaviour change and do not provide investment recommendations.
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No. Wealthcraft does not recommend specific investments, manage accounts, or make transactions. Our role is education and guidance.
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We'll send a detailed list when you book. Generally, bring recent payslips, bank statements, details of debts and expenses, savings accounts, mortgage/rent information, investments and superannuation details.
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Individuals, couples and families managing growing responsibilities who want financial clarity, structure, and practical support.
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A structured set of measures used to assess areas such as income stability, savings, debt, money management systems, and future preparedness. Only indicators relevant to your situation are assessed.
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Sessions are primarily face-to-face. Phone sessions may be available after the initial consultation if required.
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Results depend on your starting point and commitment. Financial coaching focuses on sustainable progress, not quick fixes.
Book Your Discovery Session
Phone: 0457 841 977
Email: neil.fisher@wealthcraftfinancialcoaching.com
Carindale, QLD 4152