Services and Fees

GroWiser Financial Coaching is open to individuals and couples in the evenings and at weekends. Coaching sessions generally last an hour and it all begins with a friendly chat to find out more about each other.

It’s likely that you’ll have one or more financial challenges you’d like to work on. It might be simply to understand your pensions or investments, create better savings habits or get rid of debt. Or maybe you’ve started to think about the bigger picture, a career change, your family’s financial security or preparing for retirement.

There are five main themes that GroWiser Financial Coaching can help you with. If you think we could work together on one or more of these, get in touch for a virtual tea or coffee and we can chat through some options:

GroWiser SPEND system of financial coaching

Step 1

A free 30 minute virtual meeting or telephone call to find out more about GroWiser Financial Coaching. Learn more about how coaching differs to advice and what you could gain from the experience. We can meet up on Zoom, or another video conferencing app if you prefer, and you can easily book a time that suits you here.

Step 2

If you decide to take things further, we move on to a 90 minute ‘Discovery Meeting’ at my expense. You only begin to pay for coaching or mentoring once we’re both fully satisfied that we can work together and we have ‘discovered’ what you want to achieve. That way, you can be sure that you’ll gain value from a financial coaching programme before you begin to pay.

Step 3

By this stage, we should be clear about the best way forward. If GroWiser Financial Coaching is right for you, we’ll agree which of these three service levels fit you best:

Money Coaching

Money coaching can unblock obstacles to your financial success. You can book individual coaching sessions as and when it suits. Or you may prefer to make a block booking of 5 x one hour sessions at a discounted rate.

Click here for more details.

Financial Life Planning

You may feel well organised on a day to day basis, but have a lingering ‘anxiety’ about the future. Maybe it’s uncertainty about whether or not you’re on track for retirement. Or perhaps you have a business idea but are nervous about giving up secure employment. Financial Life Planning looks more deeply at how to live your best life.

Click here for more details.

Financial Wellbeing

This is an ongoing membership service, which includes regular knowledge updates and quarterly coaching sessions. The aim is to empower you towards long term financial wellbeing, with the freedom and peace of mind that can bring.

Click here for more details.

More information about financial wellbeing, in general, can be found here.

GroWiser Financial Coaching is a trading name of Wellstech Financial Ltd. Registered in Scotland, company number SC491686. Registered address: 18 Knowesley Park, Haddington, East Lothian, EH41 3TB.

We are not regulated by the Financial Conduct Authority and will never recommend or provide opinion on the suitability of financial products such as pensions, investments, insurance contracts or debt arrangements. We can help you understand your relationship with money and plan for your future financial peace of mind, but we are not a financial intermediary. If you need specific advice, you should seek the services of a regulated financial adviser or a regulated debt counsellor.

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