With years experience as a Certified Financial Planner, Certified Money coach and Business owner, I help people find out ‘why they are doing what they are doing with money’ , guide them break through the behaviours/ patterns/ belief systems that hold them back and no longer serve them, and empower them with proven strategies and tools to free themselves from financial stress and enjoy abundant life again.
How I HELP:
# Keynote Speaking
# Workshop Facilitate
# Group / Private Transformation Coaching Program
# Money Mindset Quiz (Find your money personalities in less than 10 mins) – A unique tool to identify individual’s money personalities and the reflection of their current financial wellness.
Every one of us is born with the right to be happy, and to live the abundant life that we truly desire. Yet so many of us struggle to reach our true potential because of financial stress and worry.
It is completely possible to transform your finances and your life. I’ve done it, and I’ve used the same strategies to help hundreds of other women do the same thing. Financial success is achievable no matter what life throws your way, if you are committed to addressing your money mindset.
At 31 years of age I was on the brink of bankruptcy after a business partnership went horribly wrong. Three of us had opened a Mexican restaurant together in Taiwan, none with any hospitality experience (before that, I was teaching English and studying business). In hindsight my intuition warned me but at the time, I was desperate to prove to myself and my family that I could do something great.
We had an amazing vision for our restaurant. I can still remember the smell of the food from the kitchen, the sound of the music and laughter, and feel of the furnishings that cost double their budget. But two months after opening, one partner pulled out threatening legal action, and soon after the other partner disappeared after suffering stress-related health issues and causing property damage.
I was left with over $100k in debt, and no way to pay it back.
At my lowest point, I remember sitting in the shower crying, feeling completely lost. Was this all that life had for me? But I decided that no, I would not spend my life feeling like a failure. I took all of the energy I spent on stressing and beating myself up and directed it into positive action. With a lot of hard work and determination, I developed a set of strategies that enabled me to pay off my debt in 18 months. I went from rock bottom to feeling empowered and free, and since then it has been my mission to help others improve their lives by better managing their finances.
In 2012 I moved to Australia and began studying to become a financial planner, but it was difficult to get a job even after completing my certification. Recruiters told me that with my lack of experience, plus language and cultural barriers, I was unlikely to be employed as a financial planner and I should give up. Instead I kept trying, building my networks and approaching banks directly, until I finally got an interview with the National Australia Bank.
I wasn’t going to miss this shot. When I got through to the second round of interviews, I cancelled a flight to Taiwan so that I could attend. I talked about how my teaching background, ability to simplify financial information and my passion for helping people made me perfect for the job. When they asked me where I saw myself in five years time, I told them I would be running my own team. After the interview, one of the panel members told me that answer was over-the-top? And I felt sure I had blown it… but I got the job.
I couldn’t wait to prove that hiring me was the right decision and in 3 years I was the company’s number one senior1 financial planner nationwide and in the top 25 across Australia (out of 500 financial planners). I loved being able to help so many customers but as I climbed the corporate ladder I found myself doing more paperwork than helping people. After six years I was disillusioned and burnt out, so I resigned.
As I contemplated my next move, I found some old notebooks. When I first came to Australia and was searching for a job, I started writing about my experience turning my finances around. The time had come to pick up my writing again and in 2018 my book A 21-Day Guide to Financial Happiness,” was published in China, Hong Kong, Taiwan, Singapore and Malaysia.
As a financial planner, I used my left or logical brain to help customers overcome their financial difficulties. But what I learned both their and in my own experience is that money is not just about finances or financial competency, especially for women, who have very different attitudes and beliefs about money to men.
Money is about emotions and the relationships between ourselves and others, which is where our right brain (emotional or creative brain) kicks in. Our emotions impact our financial decision-making and they are often hidden deep in our subconscious mind, where we don’t realise they are getting in the way of our independence and success. We can only truly change our behaviour when we uncover our limiting beliefs and change our money mindset, and that’s what got me interested in behavioural money coaching.
In 2018, I decided I would not return to my six-figure financial planning career and instead completed my money coach certification and founded ‘Unblock Your Wealth.’ My mission is to empower women around the world to have a healthy relationship with money, success in their chosen career, and the abundance in life they deserve.
I work with women, couples, and staff in large organisations to improve their financial well-being and transform their lives by changing their money mindset. I provide intensive one-on-one coaching as well as group programs and workshops with tools and resources that are easy to understand, simple to use, proven to work and fun.
You can have a better life. If I can do it, you can do it, too!
We all have uncertainty about the future and our ability to provide a good life for ourselves and our family. But I am here to hold your hand through the process. I will be your teacher, your guide, your coach, and your cheerleader.
If you are ready to commit to changing your money mindset and stepping into your abundant life, I would love for you to get in touch!