Financial Planning For Beginners

Online DIY Course

You will have a life time access to :

  • 26 Training Videos (More than 2 hours tutorial and real world examples) (Valued $1650)
  • Printable Templates & Workbooks (Valued $495)
  • Access to our Financial Planning Mastermind group (Valued $300)
  • FREE questionnaire assessment report (Valued $300) 



What Will You Learn In Beginner Financial Planning Online Course

Who Is This For?

Young to Mid-Life




No matter what stage of life you are in, you need to prepare your Financial Plan considering all elements at the same time!

What You Get Inside the Course

Financial Planning Master Mind Group

Tap into the wealth of experience and knowledge within our community by asking your questions in the Mastermind group and avoid making costly mistakes.

Get INSTANT Access to the Financial Planning For Beginners ONLINE COURSE Now


Meet your Wealth Coach,

Helia Singh

Helia Singh is a financial educator, finance coach and the Director of Assurance Finance & Business Solutions. She has a passion for finance and is keen to share what she has learned over many years dealing with money and clients from all walks of life.

Through her experiences over nearly 20 years with numerous clients and helping them with their personal and business finance aspects of their life and assisting with business plan, Helia realised that the lack of business and financial knowledge is main reason for businesses to fail. It was the repetitive nature of this work that made Helia realise that she should focus on educating her clients as well as helping them resolve their financial problems. As the saying goes, give a person a fish, and you feed her/him for a day, teach a person to fish, and you feed her/him for a lifetime. 

"It was a shocking experience to see many businesses don't have a business plan in place until they seek funding from banks." Helia Singh

Recent Industry Awards

"I found Helia very knowledgeable and never hesitate to take the extra time to speak to me. She is truly passionate about her work. She makes decisions based on your own unique needs and preferences. Helia knows a lot about the market and gave me very good financial coaching. She broke everything down for me, so I easily understood them. Not only she is a great financial coach, but also a great person overall. I would highly recommend Helia to anyone seeking a qualified and skilled financial coach. She helps you make the right decisions and reach your financial goals."

Massy Akhfash

"Thank you Helia for your financial coaching advice. Your ability to think outside of the box based on your diverse background and experience enabled us to consider new options which we believe will ultimately be of great benefit to us now and into the future. We will absolutely be recommending you to family, friends and colleagues. "

Lisa Holland-McNair

"This session was also very useful like your other workshops. Business plan components explanation along with useful examples . Thanks Helia for sharing your broad knowledge and wide and valuable experience with us."


Get INSTANT Access to the Financial Planning For Beginners ONLINE COURSE Now


50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.