Money Over Coffee

Money Over Coffee is an initiative that Plan Your Future have commenced so that you can gain an understanding of what financial planners do without the fear of commitment to a fee, and in the company of your close friends.

We schedule a time usually at a coffee shop, to discuss about general financial matters. This discussion is general in nature, so you don’t have to give up personal information. Should you wish to discuss your personal situation more, we can then organise a follow-up meeting privately.

  • Would you like to know more about budgeting?
  • Do you understand good debt and bad debt?
  • Do you worry that you’re saving enough (if any)?
  • Do you know what you need to properly protect your family?
  • What is superannuation and how does it benefit people?
  • What is financial advice really about?
  • Worried about the finances of my family or parents?
  • What is the 15% principle?
  • What is the Triangle of Wealth?
  • How much money do people really need to retire on?

These are some of the things that we typically discuss with people over a coffee. We find people gain a lot of information in these sessions and we give you a hand out to take away to discuss with your partner or family.

It’s as simple as giving us a call and organising a time for the financial adviser to come and speak with yourself and your friends.

We currently operate this service on the north side of Brisbane. Should you be outside this area, please call us and we may be able to organise a mutually beneficial venue.

We are based in the north Brisbane suburb of North Lakes.  We service clients from Griffin, Strathpine, Petrie, Kallangur, Mango Hill, North Lakes, Deception Bay, Burpengary, Narangba, all the way to Sydney, Melbourne and beyond.