As a Certified Financial Planner® and Professional Integral Coach, I’ve spent more than three decades guiding people to financial security and well-being. My unique approach integrates financial planning with coaching to help clients develop healthier money habits and align their resources with their life asperations. I’m also a passionate educator, training financial planners to apply coaching techniques that truly transform their clients’ lives.

With over 30 years of experience, I’ve dedicated my career to guiding individuals toward financial peace of mind. My journey began in financial planning, helping clients secure their futures. However, I soon realised that true financial well-being is about more than just numbers—it’s about understanding the deeper relationship between people and money.

This realisation led me to the transformative field of financial coaching. As a Certified Financial Planner (CFP®) and Professional Integral Coach, I’ve developed a unique approach that combines technical expertise with personal empowerment. My goal is to help clients align their finances with their values, creating a life they truly desire with the resources they have.

A Holistic Approach to Financial Well-being

Financial well-being isn’t a destination; it’s a journey. It’s about discovering your core values, setting meaningful goals, and building a sustainable, healthy relationship with money. As a Financial Coaching Evangelist, I’m passionate about training financial planners to adopt this approach, enabling them to transform their practices and make a lasting impact on their clients’ lives.

Expertise You Can Trust

My commitment to excellence drives me to continually grow and expand my expertise. I hold a Postgraduate Diploma in Financial Planning, a Professional Integral Coaching qualification, and certifications as an NLP Practitioner and Enneagram Practitioner, to name a few. I’m a proud member of the Financial Planning Institute, COMENSA, and the American Financial Therapy Association, keeping me at the forefront of developments in financial planning and coaching.

Inspiring and Empowering Through Education

Beyond one-on-one and group coaching, I’m passionate about empowering others through education. As an author and lecturer, I share insights and strategies with aspiring financial coaches, equipping them with the tools to make a meaningful difference in their clients’ lives.

At Craffies Coaching, my mission is clear: to redefine financial well-being, one conversation at a time. Whether you’re seeking to transform your own financial life or elevate your practice as a financial planner, I’m here to guide you every step of the way.