Financial planning for growing families shaping tomorrow
Life is really busy when you’re raising a family. Between the mortgage, school fees and managing the cost of living, it’s normal to feel stretched. We help young families create clarity, feel in control and build a future that works for everyone.
We help families create calm and confidence around money
You want to create stability now, but also prepare for milestones like upgrading the house, education and safeguarding against the unexpected. We take the stress out of financial planning for families, giving you clarity, confidence and a roadmap to your goals.
I need to build a family budget
Between bills, kids and everyday chaos, money disappears fast. We’ll help you get clear on what’s coming in/going out and how to take back control.
I want to optimise our mortgage
You’ve got the home. Now let’s make the loan work smarter. We’ll help you reduce pressure, find hidden savings and free up room to breathe.
I need to review our insurance
If something happened tomorrow, would your family be okay? We’ll check your cover, explain what matters and make sure you’re not overpaying.
I want to plan for kids' education
Private school? College or uni? We’ll help you plan ahead, set aside what’s realistic and build a strategy that balances your future with theirs.
I want to explore investing
You’re ready to do more with your money but don’t want to take big risks. We’ll help you invest with purpose and a plan that supports your family’s future.
I want to grow wealth in super
Super’s not just for retirement, it’s a powerful tool right now. We’ll show you how to grow it intelligently and make sure it fits into your family’s bigger picture.
Meet Rachael Ooi, advisor for Growing Families
“I endeavour to educate every single person, so they feel a sense of control. You must feel in control, it’s not my money! It’s yours.”
As an artist and creative thinker, Rachael sees financial planning as an art form — one where she helps others ‘paint the future’. With a passion for guiding people through life’s really important moments, she helps young professionals, families and business owners build financial security and partner their wealth with their unique world.
Meet Rachael Ooi
Recent insights and resources for growing families
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Your journey with us
We have designed our client journey to give you clarity, confidence and control over your financial future. From booking your free review to implementing your personalised strategies, we're here to guide and support you every step of the way.
Book review
Lock in your first meeting and share some details so we can prepare and make your experience smooth and valuable.
Discovery meeting
An obligation free video call where we get to know you, understand your goals and see if we’re the right fit.
Personalised report
We research your situation and present clear options, showing how we can help you move forward with confidence.
Advice meeting
We deliver tailored advice, designed around your family, goals and financial future — so you know exactly what to do next.
Implementation process
We handle the setup and paperwork, making sure your family's plan is put into action efficiently and stress-free.
Ongoing collaboration
Life changes, so we stay connected, reviewing and refining your plan to keep you on track year after year.
Start your journey
Spend an hour with a specialist adviser for families, completely obligation free. In this call we will explore your unique world and goals for the future.
Free Review Meeting
Rachael Ooi
Video call online via Zoom
60 minutes