FINANCIAL FUTURE REVIEW

Successful business.

But where is your money

taking you?

A personalised 90-minute session to connect your business and personal finances, see what matters most, and leave with a clear, practical plan for your next steps.

90 minutes - $497 AUD incl. GST

Money feels scattered

Across your business, investments, super and personal spending, and it's hard to see the full picture.

You're not sure what comes next

You have achieved a lot, but you're unsure if you are on track for the lifestyle and future you want.

Big decisions ahead

You're considering growth, scaling back, selling, or investing more, and you want clarity before you decide.

Your business and life feel disconnected

You're focused on the business day to day, but it's hard to see how it all future with your personal financial goals.

HOW IT WORKS

A focused conversation to bring it all together.

Your Financial Future Review is a 90-minute, one-on-one session designed to give you

clarity, confidence and a practical plan for what's next.

See the whole picture

We will look at your business and personal finances together, so you can see how everything fits and what's possible.

Explore what matters most

We discuss your goals, options and scenarios, and identify what's most important for your next chapter.

Leave with a clear plan

You will walk way with a personalised summary and practica next steps tailored to your goals and lifstyle.

How is this different from an Accountant, Bookkeeper

and/or Financial Advisor?

Accountant &

Bookkeeper

Focused on compliance: your BAS, tax returns and financial statements. Money strategy, systems and management usually aren't part of what they offer.

Financial Planner &

Business Coach

One grows the investments you already have, the other grows the business. Neither connects what the business makes to what you actually keep.

Money Made Simple

Connects your business and personal cashflow.

Business profit becomes a personal financial plan, with a system that keeps running after the conversation ends.

WHAT YOU'LL RECEIVE

Practical insights. An approach you can action.

90-minute 1:1 session

Online or in-person in Brisbane

Personalised Summary

A clear outline of key insights, options and recommendations

Action Plan

Practical next steps to help you move forward with confidence.

MEET ALPHA

Practical strategies.

A bigger perspective.

Hi, I'm Alpha - founder of Money Made Simple.

With over 25 years in accounting, finance and consulting, I help women in business to connect their business and personal finances, so they can build the lifestyle they actually want.

This session is a chance to step back, look at the bigger picture and get clear on what's next, with personalised guidance and practical next steps.