My Money Circle
Financial Coaching for Individuals, Employers & Partners
Australian financial coaching platform connecting individuals, employers, and partners with licensed coaches—Fast Start packages, employer wellbeing programs, and partner integrations.
Project Overview
My Money Circle bridges the gap between product-driven finance apps and real human coaching. We built the platform from scratch to serve three audiences: individuals seeking one dedicated coach, employers offering workforce financial wellbeing, and partners embedding coaching into member offerings. The site emphasizes trust, licensing, and Australia-wide online delivery.
Objective
Present a regulated, approachable brand that drives sign-ups for coaching while clearly differentiating coaching from financial product advice.
Scope of Work
Complete platform experience: positioning, audience-specific journeys, and conversion paths for Get Started and contact. Built from scratch by the Minds Invasion team.
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01
Multi-Audience Information Architecture
Dedicated flows for Individuals, Employers, and Partners with tailored value propositions.
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02
Coaching Product Presentation
Package details, session explainers, coach matching, and FAQ content for compliance-aware messaging.
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03
Trust & Compliance UX
Licensing, AFSL disclosures, privacy messaging, and founder story to build credibility.
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04
Content & Resource Hub
Blog, podcast, Money Stories, and educational resources integrated into the main experience.
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05
Lead Capture & Contact
Newsletter signup, callback booking, phone CTAs, and partner/employer inquiry paths.
The Challenge
Financial coaching sits between advice and self-serve apps—requiring clarity for three B2B2C audiences without overwhelming first-time visitors. We designed progressive disclosure and strong CTAs for each segment.
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Let's Build Something Great Together
What happens next?
We understand your requirements through detailed discussion.
We share a custom proposal with scope and deliverables.
Project kicks off with regular updates and transparent development.