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Free Course Preview - Becoming Your Clients Spending Coach

Based on the Your Spending Coach Program and supported by Moneysoft

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Help your clients save more by making better decisions with their money...

The Your Spending Coach (YSC) course shows you how you can quickly and easily help your clients take control of their spending and saving.

By completing this introductory course you’ll begin to learn how you can help your clients:

  • Understand how they spend their money and know what a balanced budget looks like for them
  • Set-up their banking to support their spending and savings objectives
  • Stay accountable to their spending and savings
  • Enjoy their lifestyle today, whilst still saving for the future
Designed by a Financial Adviser who became a Financial Coach, YSC is based on the in-house Budgeting, Banking and Reporting solution that the coaches at Experience Wealth have used with their clients since 2008. Here’s proof that YSC can help your clients get a great savings result and still enjoy a quality lifestyle.



In the 2016-17 Financial Year, Experience Wealth clients on our Spending and Savings program (which is what Your Spending Coach is built on):
• Saved an average of 21.7% of their take home income,

• Maintained a healthy balance with an average of 23.7% of their income being spent on Lifestyle

Note - data based on people living in Australia only, may not be transferrable to other countries.

This course is based on our proven Intensive Workshop "Your Spending Coach". This is the most affordable way for you to build your own program, and start Coaching clients sooner.



Course Curriculum


  Introduction - Becoming Your Clients "Financial Coach"
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  Module 1: The Value of Financial Coaching for your Business
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  Module 2: How Financial Coaching Helps You "Win" The Client Value Equation
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  Module 4 - Client Reports - How To Provide Feedback They Will Listen To
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  Module 5 - Banking On Success - Account Structures That Support Good Spending & Savings Habits
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  Module 6 - Getting Your Clients Started On Their Money Management Program
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  Module 7 - Keeping Clients On Track - Your Ongoing Service Model
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  Module 8 - Packaging and Pricing Your Offer - Winning The Client Value Equation
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  Module 9 - Creating Your Value Story - A Tale Of Client Success
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  Module 10 - The Launch - Building A Pilot Group And 90 Day Action Plan
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Your Instructor


Steve Crawford
Steve Crawford

Steve started Experience Wealth from scratch in 2008 focusing on GenXY clients - with no clients or referral partners and had never run a business before. Today his Award-Winning firm is going strong, with an innovative Money Coaching & Mortgage Management offer designed exclusively for GenXY.

Experience Wealth has grown exclusively from client referrals - due to their innovative Money Coaching offer. Steve has pushed the boundaries of a ‘traditional’ GenXY finance business by building Budgeting, Cashflow, Banking & Lending services for his clients and his business leads the industry in usage of technology like Online calendar bookings, Virtual Meetings & Video to deliver Money Coaching to the Netflix generations in a modern way


Frequently Asked Questions


Who should do the course?
The course is designed for Financial Coaches - which usually means you are a Financial Adviser,(FA) or a Mortgage Broker(MB). You don't need to be a qualified FA or MB to become a Financial Coach - but it usually helps. Financial Coaching conversations with a clients invariably lead to "where should I store my money" which is why we suggest that even if you aren't an FA or MB - you should have someone who is, help you complete the conversations with the client
Do I need to live in Australia to take this course?
Absolutely not, we believe the concepts taught in the course around Budgeting, Banking and Cash Flow Reporting apply to everybody, no matter where they come from. That said, some of the information and concepts in the course is based on results from Australian clients, so it is an advantage if you are from the land Down Under. It also helps when you get into the software because currently, Moneysoft only supports Australian market financial institutions for your clients.
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.

What Our Students Are Saying


"I completed the YSC course after I launched my business. The knowledge that I gained with Steve quickly became the foundation for building a valued advice offering. Learning how to have the conversations that matter, implement and follow through with meaningful advice for our members everyday financial needs has become one of our major competitive advantages"



"We participated in the YSC workshop and it has revolutionised the way we approach money management for our clients as well as helping us build a more effective proposition for younger clients. The course is very practical, with ideas to implement immediately and a clear process to follow, but also offers a pretty big shift in thinking for a lot of advisers"



"I truly believe that cashflow/money management is the key to great financial planning. This has been my fundamental belief since I started in the industry over 10 years ago & will continue to be as long as I am in practice. The problem I faced was coming up with a solution that I was able to deliver to clients that was simple yet effective. After struggling with this for the best part of 3 years, I bit the bullet and attended the YSC course. The only thing I wish is that I had have done it sooner! The YSC course gave me, not only the technical tools required but also the soft skills and cues that has enabled me to add real value to my relationships with my clients. YSC accelerated my learning curve by 3 years and I could not recommend it highly enough!"