Complementing the MoneyED suite of financial education are a range of additional services including:
Financial Coaching
A Financial Coach can support and empower you to build and maintain your financial wellbeing. Through one-on-one sessions, action plans, and online tools and resources, your Financial Coach can support you through a number of key events from investing for the first time, to getting your finances in order or starting family.
Financial Advice
Getting good financial advice can make a world of difference to your financial future. MoneyED users can access our fee-for-service financial advice through Guideway Financial Service AFSL/ACL 420367 (Guideway).
Guideway uses a fee-for-service approach (you only pay for what you need), and their fees are highly competitive and are value for money. Your satisfaction is guaranteed - they promise to leave you in an improved financial position after you receive a financial plan. MoneyED users also have access to our broader advice community.
Mortgage Broking
The provision of sound advice must include both sides of a client’s ‘balance sheet’. For this reason, our advisers are licensed and experienced in Mortgage Broking. This additional skill allows our advice to include items like debt reduction and loan product selection for both new loans and existing loan refinancing. We also do the heavy lifting, taking you through the full application process and ensuring proper completion of all documentation.
Centrelink Services
Centrelink applications made easy
The Centrelink Service is there to help alleviate some of the confusion
and stress when applying for Centrelink entitlements such as the Age Pension. Our expert consultants will
support you with your initial application, guiding you through otherwise complex
questions and helping you to accurately represent your situation to Centrelink. If
you choose, we can then assist you in liaising with Centrelink through to
acceptance of your application and payment of your entitlements
