Hi! I'm Lexi.
If you're not eligible for free financial counselling,
If you need help with anything money related then Lexi is your woman! She has a wealth of knowledge, is highly skilled and has the perfect way of explaining things in a non-judgemental easy to understand way. I highly recommend working with Lexi.
Financial Coaching Client
June 2022
I thought I was all over my money but I had some real aha moments during the session. I learnt valuable takeaways that I’m going to implement each month moving forward. Money well spent, I’ll be joining next month too!
Group Coaching Attendee
June 2022
Fun, super useful and makes you feel empowered to make a change today that can make a huge difference for the future.
Corporate Workshop Attendee
December 2021
This was a really informative session – so much value imparted thank you! It was a great reminder on many things and quite a few new insights to look into!
Corporate Workshop Attendee
December 2021
Highly informative and comprehensible session. Delighted to attend!
Corporate Workshop Attendee
December 2021
Great presentation! Passionate delivery and has a variety of methodologies to suit a wide range of people.
Virtual Event Attendee
March 2022
Jam packed and every word valuable.
Virtual Event Attendee
March 2022
Very informative, interesting and engaging.
Melanoma Fundraiser Event Attendee
May 2022
This was such a great presentation and well worth the investment. I loved Lexi’s down to earth and realistic approach to every day finances. I especially appreciated that she wanted to educate everyone on the many different approaches to finances – and the need to find what works best for you and your individual circumstances! Thanks!
Melanoma Fundraiser Event Attendee
May 2022
Lexi is an engaging presenter, who provides honest, practical and realistic financial coaching, emphasising that it is not a one size fits all approach when getting money fit. I loved the range of tools and resources provided, as well as the breadth of topics covered in only one hour – very thought-provoking and lots of a-ha moments! Would love to attend another session when available!
Melanoma Fundraiser Event Attendee
May 2022
Lexi was very informative and gave lots me lots of ideas that I can work on immediately to better help my financial situation. She also provided further websites, podcasts and other resources to look into to further my knowledge in managing my cash flow and investing. So much information in such a short amount of time. Highly recommend approaching Lexi for your financial queries.
Melanoma Fundraiser Event Attendee
May 2022
Lexi is so full of energy and her passion for finance and building strong financial foundations shows. Amazing, engaging, presenter!
Melanoma Fundraiser Event Attendee
May 2022
Start the conversation!
Book a 15 min chat to see if I can help. No charge and no obligation. You can choose a phone call or video call.
1
Book your first 1:1 appointment
You decide the frequency, depending on your needs.
Initial Meeting - $330
Subsequent Meetings - $180
Cashflow Critiques are also offered as a stand alone service, or in conjunction with financial coaching.
Initial Meeting - $330
Subsequent Meetings - $180
Cashflow Critiques are also offered as a stand alone service, or in conjunction with financial coaching.
2
Complete your client intake form
I like to make the most of our time together, so if you've opted for a 1:1 meeting I gather as much info as possible prior to our meeting. Meetings don't have a pre-set agenda. Everyone's situation is different, so each meeting is tailored to suit.
3
Not quite ready?
Come to one of my monthly online group coaching sessions! A great way to dip your toe in the water. These sessions are $35.
4
"It's better to be rich,
than look rich!"
Lexi Smith
Founder & Financial Coach
BCom (Fin Plan & Bank), JP (Qual).
After a decade as a financial adviser, I hung up my heels to focus on helping other mums (and their partners) get on top of their finances, rather than simply making the wealthy, wealthier.
Financial Counsellor
Financial Coach
Financial Adviser
Which is right for me?
Financial Counsellor
Can't pay your bills? Overwhelmed by debt? A financial counsellor may be the best place to start. They offer a free service.
Coach/Consultant
Earn good money but can't seem to get ahead? Have a budget you can't stick to? Big financial goals but no idea how to achieve them? Want advice but don't feel like you're ready to see a financial adviser? I can help!
Financial Adviser / Planner
Have a sizeable lump sum to invest? Need insurance advice? Super consolidation advice? Then you'll need to seek personal financial advice.
"We buy things we don't need with money we don't have to impress people we don't like"
– Dave Ramsay
Join the community
The Savvy Sisters Society
Savvy (noun) - The ability to make good judgements.
Join us as we make good judgements about all things money. Because money doesn't grow on trees!
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