Event Speaking
Guest Speakers Mel and Darlene challenge, uplift, and share,
WITH A FOCUS on Financial Wellbeing
KEY TOPIC AREAS
FINANCIAL WELLBEING
We explore the fundamental concepts of financial wellbeing in detail, providing examples and stories.
We guide the audience through core concepts such as:
Being clear with a plan for your goals and priorities.
Knowing and understanding your key money factors of income, debts, expenses and assets.
Knowing your earning capacity and aligning your earnings with your life goals and seasons.
Being clear how much is left after expenses and using that money to your advantage.
Understanding the financial products you use.
Monitoring spending and altering spending behaviour.
Undertaking your own financial resilience audit and growing your financial resilience.
Knowing how and when to engage experts to add the most value to your financial wellbeing.
BUILDING FINANCIAL CONFIDENCE
With the right knowledge and support you can take your financial situation from OK to GREAT just by building your confidence and understanding the financial products you use.
Confidence can be built and grown.
Nothing beats having a plan when it comes to spending your money, and being confident in your goals and priorities.
Confidence explores concepts of:
Understanding your past behaviours, patterns, and thoughts when it comes to money
Knowing your money story and the why behind it
Undertaking a financial resilience audit on yourself
Increasing your level of financial resilience and making that part of your plan
Clearly articualating what you want to achieve with your money now and into the future - goal setting and writing a plan
How to discover more about your current financial situation
How to learn about the financial products you use and growing your financial education
MEET DARLENE
• 30+ years in the finance industry
• Banking and lending experience with ANZ for 22+ years in roles such as Senior Operations Manager, State Manager, Senior Quality Assurance Manager, and Risk Management creating and implementing strategy and direction for quality in lending operations
• Masters of Business Administration from Deakin University
• Owner of RAMS Home Loans Maroondah Yarra Ranges franchise for 5+ years
• Qualified Australian Credit Representative since 2014
• Accredited member of the Mortgage and Finance Association of Australia since 2014
• Leading the MFAA Victoria/Tasmania State forum group since 2021, providing
regular education and information for finance brokers
• Held positions of Chair, Vice Chair and an active board member of MiLife
(disability support NFP) for 10+ years
• Member of the Women Supporting Women in Finance Group
• Passionate about financial education, building financial resilience and leading change in the financial services industry to be more wellbeing-focussed, sustainable, and accessible
“I’m known for my challenger spirit. I’m passionate about empowerment and gender equality. I want to smash the taboos, showing you how easy and comfortable it can be to talk about, use, manage, and plan with your money. It doesn’t need to be stressful, influence our emotions or be a negative force we must control. Money isn’t the end goal, it’s just a vehicle for us to achieve our life goals. It’s an enabler that simply brings increased choice.”
I’ve worked in the financial industry for over 30 years; for large corporates firstly in banking, then lending, and now I’m living my dream as co-founder of The Money Collective, bringing the change I wanted to see in my industry. With a focus on financial wellbeing, I’m here to serve others with my learned knowledge, expertise, and experience. I believe the best way I can make a difference and support others is through education, sharing knowledge, connecting people and building communities.
I’ve spent years talking with clients, writing home loans, deep-diving into business cashflows, and learning what real issues our community faces when it comes to money. I’ve heard the hard conversations between couples, sat through moments of shock when true spending is laid out bare on the table, and seen the clarity on peoples faces when they suddenly have a complete picture of their financial position and know what their priorities are.
I know how important it is to work on your financial education, to learn about your financial products and feel confident navigating new apps and technology to manage money. I know what financial resilience truly looks like for newly divorced people, for families, for small business owners. I’m working with Mel building The Money Collective to be like no other financial business, because we truly care and will give you authentic, professional service that puts you first, every time.
Read more about Darlene in Meet The Team, or The Money Collective in Our Story.
MEET MEL
20+ years in the finance industry
First mortgage broking business established at 21 years of age
Banking and lending experience with Peoples Choice Credit Union, NAB, RAMS Home Loans
Qualified Australian Credit Representative since 2004
Accredited member of the Mortgage and Finance Association of Australia since 2004
Member of the Women Supporting Women in Finance Group
Began partnership with Darlene for The Money Collective in 2019
Developed a unique perspective in the industry and respected voice in the finance community
Committed to empowering women to take on financial leadership roles
“I believe that the finance industry requires a combination of expertise, innovation, and a deep commitment to client satisfaction. At The Money Collective, financial wellbeing is at the centre of everything we do.”
I’m passionate about truly guiding, informing, and supporting people to understand, be confident, and feel good when it comes to their money. Understanding people and really listening to their needs and dreams kindled a desire in me to be the money coach people need, to grow my expertise in Financial Wellbeing with The Money Collective, and to step into the gap between financial planning and financial counselling. It’s here that we can make the most positive impact on lives; through coaching programs which challenge and uplift the way people think about, use, and plan with their money.
I’m here to help people become inherently optimistic about their future and reduce their comparison to others. I’m here to improve peoples balance of power when it comes to their income, debt, expenses, and assets, through building and growing their financial resilience and education. I’m here to remind people that their money is simply an enabler to help them achieve their goals and aligning spending with their values can swiftly impact their feelings towards money.
Read more about Mel in Meet The Team, or The Money Collective in Our Story.
Available for events SUCH AS:
Delivering a speech as a guest speaker
Providing a keynote address
Appearing on a panel as an expert in Financial Wellbeing
Being interviewed for social media, radio, podcasts, etc on our key topic areas
LOCATIONS:
Available online and in-person.
Based in Melbourne and willing to travel for events within Australia for a travel fee.
COST:
Prices start at $2,200 for Mel or Darlene to provide an hours address.
We recommend at least an hour, enabling time to impart key concepts and valuable ideas.
ENQUIRE OR BOOK NOW
To make an enquiry or book please call 1300 385 896, email team@themoneycollective.com.au or complete the enquiry form below.