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My Money Circle delivers coaching as a service — a licensed financial coaching solution that sits within your existing offering and scales across your entire client and customer base.
Your clients and customers want practical help with their finances — but webinars don't change behaviour, and financial advice is out of reach for most. When people aren't in control of their money, it quietly affects how they engage with your organisation.
Financially stressed individuals disengage from your products and services — not because they don't value them, but because money anxiety gets in the way.
When clients can't act on good intentions — saving more, optimising super, reducing debt — neither they nor your organisation realises the full value of the relationship.
Individuals know something needs to change but don't know where to start — and feel they can't afford, or aren't ready for, professional financial advice.
Without meaningful support, clients feel little connection to your organisation. Engagement stays transactional — and loyalty is easily lost.
Poor financial health drives up service costs, increases claims, creates compliance pressure, and erodes the trust your organisation depends on.
Across every type of organisation — lenders, super funds, insurers, HR platforms — the same pattern emerges. Individuals have access to information, tools, and in some cases professional advice. And yet financial stress persists, engagement stalls, and outcomes don't improve.
The problem isn't a lack of information. It's the absence of a trusted human conversation — someone who can help an individual work through their specific situation, build the confidence to act, and keep showing up as life changes.
That conversation hasn't been available at scale, within a regulated framework, and in a form organisations can actually offer. Until now.
People have more access to financial information than ever. It rarely translates into action — because applying it to your own life is a different challenge entirely.
Without support, financial anxiety deepens. Decisions get delayed. Engagement with your organisation becomes transactional at best — and disengaged at worst.
Building a coaching capability takes time, cost, specialist expertise, and compliance infrastructure most organisations don't have — and shouldn't need to build.
Not a webinar. Not a calculator. Not a referral to an adviser they're not ready for. A real conversation with someone in their corner — there when they need it.
My Money Circle provides personal, video-based financial coaching with continuity built in that organisations can offer to their clients, customers or members — without building it themselves. We are the conversation that turns financial stress into financial confidence.
Every coaching journey is tailored to the individual's circumstances, goals and readiness. Not a one-size-fits-all program.
The same coach, whenever they need it. Real continuity, real trust, and accountability that drives lasting change.
Operating under an AFSL framework. No advice, no products, no commissions. Safe to offer at scale.
The full coaching infrastructure, delivered as a service. Integrate it, brand it, and launch — without the overhead.
My Money Circle is designed for organisations that want to offer personal financial coaching as part of their services — without the infrastructure, the compliance burden, or the cost of building it themselves.
Whether deployed as a member benefit, embedded support layer, or standalone coaching offering — the purpose is the same: help individuals move from information to action.
MMC sits between education and advice, supporting members to build confidence around retirement readiness, trade-offs and next steps — without duplicating advice services or increasing risk exposure.
See how it works for super fundsMMC adds a personal coaching layer that activates your existing financial content — improving engagement, driving measurable outcomes, and giving HR platforms a differentiated, high-value proposition for employers and employees.
See how it works for HR platformsMMC supports earlier engagement during life events or periods of change — helping customers stabilise, regain confidence, and understand support pathways before escalation becomes necessary.
See how it works for lendersMMC is offered as a follow-on coaching layer — helping users translate what they've learned into practical next steps, building the confidence to act on their knowledge.
See how it works for platformsMy Money Circle sits as a service layer within your ecosystem — giving individuals the support they need to move forward, and returning them to your organisation more confident, more engaged, and more ready.
They're a client, member or customer — and something in their financial life is getting in the way.
Delivered via video. The same coach, every session. Tailored to the individual's situation and goals.
They return to your organisation more confident, more engaged, and more able to benefit from what you offer.
Our coaches provide a confidential, judgement-free space to work through real money decisions — wherever someone is in their financial journey.
From everyday pressures to major life events, coaching creates clarity, a plan, and the accountability to act.
Learn more about financial coachingMy Money Circle operates as a Corporate Authorised Representative under an AFSL — uniquely positioned to deliver financial coaching within regulated environments.
Our coaches don't give advice, sell products, or receive commissions. We do the heavy lifting so you can offer trusted value to your clients and customers, safely and at scale.
Coaches never give financial advice or sell products. The advice boundary is never crossed — full stop.
Our licensed framework minimises regulatory and reputational risk, providing compliance assurance for your organisation and leadership team.
Track improvements in confidence, behaviour and wellbeing with robust reporting for compliance, risk, and executive teams.
We prepare individuals for advice when the time is right, and refer responsibly — strengthening your overall solution.
Our platform provides all the infrastructure you need — without the overhead or the time and cost of building your own coaching solution.
Deployed under your brand or co-branded — your clients experience coaching as a natural extension of your ecosystem.
A professionally trained team that scales with your client base. No hiring, no managing, no overhead.
CIREVA™ monitors every session in real time — the advice boundary is never crossed and compliance exposure is eliminated.
We build a partnership model that suits your ecosystem — the value proposition you offer, the results you want, and the needs of the individuals you support.
Robust licensing, governed processes, and a comprehensive reporting dashboard give you the evidence to demonstrate value, safety, and accountability to executive and compliance teams.
Structured insights and outcomes reporting for executive, compliance and risk teams — ready to present.
De-identified data on financial wellbeing trends, priorities and engagement across your client base.
Governed processes and audit trails that eliminate compliance exposure and demonstrate due diligence.
We work with you to design a coaching solution tailored to your stakeholders, ecosystem and objectives.
Our team will answer your questions and work with you to design a custom coaching solution for your stakeholders.