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My Money Circle is committed to supporting everyday Australians, workplaces, and organisations to feel more confident about money. We aren't here to give advice, sell products, or judge.
Too many Australians were falling through the cracks — unsure where to turn, overwhelmed by jargon, or unable to afford formal advice. Our leadership team, with 35 years' combined experience in financial services, saw that gap firsthand.
"We were created to offer support that sits alongside education and advice — not to replace either, but to fill the space between them."
My Money Circle puts people first: your goals, your background, your everyday life. We coach, we don't advise — and we've grown by listening closely to the clients and partners we work with.
We saw people falling through the cracks — too much for DIY, but the cost and complexity of formal advice was out of reach.
We designed our model around the person first — their goals, background, and everyday life — not around products or commissions.
We became a Corporate Authorised Representative — governance without the pressure. We don't sell, we coach.
Our journey has been shaped by feedback from the people we work with. We've listened, adapted, and grown to meet evolving needs.
We believe financial wellness should be accessible, inclusive, and ongoing — not a one-off conversation, but a journey we take together.
At the heart of My Money Circle is our leadership team — passionate advocates for financial wellbeing, each bringing their own expertise and warmth to the business.
Rebecca is a former financial adviser and financial coach with 14+ years in financial services and a track record of founding and growing businesses. As CEO of My Money Circle, she combines strategic vision with a genuine commitment to making financial coaching accessible to everyday Australians.
Anthony brings 24+ years across investment banking, risk management, and institutional markets in Australia, London, and New York. As COO and Head of Strategic Partnerships, he leads MMC's employer and partner relationships with the credibility of someone who has advised at the highest levels of finance.
Natalie keeps the MMC client experience running smoothly. With a background spanning customer success, client management, and operations — including roles at AMP Financial Services and a decade in client management — she brings genuine care and sharp organisational instincts to everything she does.
The My Money Circle family also includes its network of financial coaches — experienced professionals with backgrounds in financial services, all carefully selected to extend the expertise and values that Rebecca and Anthony bring to everyday Australians. From money coaching in Brisbane to clients across the country, our coaches are here for you.
We're an independent financial coaching service, licensed to bridge the "missing middle" between financial education and formal financial advice.
We operate as a licensed provider, offering a high level of compliance and accountability — focused entirely on your goals, not on products or recommendations. You get professional support without the complexity of a full advice relationship.
We guide, encourage, and empower — we don't tell people what to do. There are no product sales, no commissions, and no judgement. Just real coaching conversations.
We're always open to new partnerships. We believe real change happens together, not in isolation — and we're proud to work with organisations who share our commitment to wellbeing.
Empowers your decisions, builds habits, bridges the gap — no products, no commissions, no sales.
A more complex, ongoing relationship that has become increasingly expensive — not always accessible, affordable, or the right fit for everyone's needs.
There's no shortage of financial resources out there. But most of them leave you without the one thing that actually moves the needle — a real human in your corner.
No human to talk to. You still need to know the right questions to ask — and be confident enough to act on the answers yourself.
We sit in the space nothing else fills — more personal than any app, more accessible than formal advice, more hands-on than any course.
Entertaining, sometimes insightful — but rarely tailored to your actual situation. What works for one person's life and goals may not work for yours.
A comprehensive, ongoing relationship that has become increasingly expensive. It requires upfront commitment and readiness to act on formal recommendations — not always the right fit, or the right time.
Plenty of good information — but then what? Translating knowledge into confident action with your own money is hard to do alone, without someone to help along the way.
Whether you're an individual looking for clarity, an employer wanting to support your team's financial wellbeing, or a partner seeking a reliable financial coaching solution — My Money Circle offers independent, trusted financial coaching Australia-wide.
Looking for clarity and confidence with your personal finances? One dedicated coach, in your corner.
Explore individual coachingWant to support your team's financial wellbeing? We build programs that deliver real, measurable outcomes.
Discover employer programsSeeking a trustworthy financial wellness solution for your members or customers? Let's build something together.
Learn about partnerships