What We Do

At First Principles Finance, we understand that finances can be overwhelming. That’s why we focus on simplifying financial concepts and providing actionable solutions. Whether you're an individual working toward personal milestones or a business seeking to optimise operations, we are here to empower you every step of the way.

We provide deliverable-based financial coaching and business solutions that help you organise, understand, and optimise your finances.

Our Services Include:

Personal Finance Coaching

Empower your personal financial journey with practical tools and strategies tailored to your unique goals. Get clarity on your financial health and build a roadmap to achieve your goals. Whether it’s budgeting, saving for a big purchase, or reducing debt, we provide deliverables that simplify your financial journey.

Business Financial Solutions

Streamline and optimise your business's financial operations with custom systems and actionable insights. Our tailored solutions help businesses optimise their operations, manage cash flow, and track performance effectively.

Why Choose Us?

  • Clear Outcomes: We deliver actionable results, not vague advice.

  • Custom Solutions: Every deliverable is tailored to your unique needs and goals.

  • Efficiency & Simplicity: We use the latest tools and processes to save you time and stress.

Personal Finance Packages

Whether you're looking for a simple budget or a full financial transformation, we have a package to suit your needs:

Starter Package

For individuals looking for basic financial clarity and actionable steps.

  • Price: AUD $1,200

  • Includes:

    • Personal Budget Plan

    • Financial Goal Roadmap

Debt Freedom Package

Ideal for clients who need help reducing debt efficiently.

  • Price: AUD $1,500

  • Includes:

    • Debt Reduction Strategy

    • Budget Plan tailored to debt repayment

    • Savings projection based on repayment strategies

Money System Setup Package

Perfect for clients who want to simplify their finances and automate key tasks.

  • Price: AUD $1,800

  • Includes:

    • Automated savings and investment system setup

    • Bill payment system

    • Cash flow tracking overview

Comprehensive Personal Finance Package

For individuals who want full financial clarity and ongoing support.

  • Price: AUD $4,000

  • Includes:

    • Personal Budget Plan

    • Financial Goal Roadmap

    • Money System Setup

    • Debt Reduction Strategy

Student Starter Package

Special pricing for students who need help managing their finances.

  • Price: AUD $700

  • Includes:

    • Budgeting Basics

    • Debt Management Tips (e.g., student loans, credit cards)

    • Financial Literacy Education

Ongoing Personal Finance Coaching

For clients who want continuous accountability and guidance.

  • Price: AUD $250/month

  • Includes:

    • One 60-minute coaching session per month

    • Email support for questions between sessions

    • Updates to deliverables as needed (e.g., budget or roadmap adjustments)

Business Finance Packages

Our tailored solutions help businesses optimise their operations, manage cash flow, and track performance.

Business Essentials Package

For small businesses needing foundational financial systems.

  • Price: AUD $2,500

  • Includes:

    • Cash Flow Management System

    • KPI Dashboard

Financial Health Audit Package

Best for businesses wanting a detailed review of their finances.

  • Price: AUD $2,800

  • Includes:

    • Comprehensive analysis of business financials

    • Recommendations for improvement

    • Customised report with actionable steps

Advanced Business Solutions Package

For businesses seeking tailored solutions to improve operations and profitability.

  • Price: AUD $4,500

  • Includes:

    • Cash Flow Management System

    • KPI Dashboard

    • Financial Health Audit

    • Customised reporting templates

Ongoing Business Financial Support

For businesses that need regular guidance and updates to financial systems.

  • Base Price: AUD $500/month (custom pricing for larger businesses)

  • Includes:

    • Monthly review and update of KPI dashboards

    • Quarterly financial health audits

    • Ongoing email and phone support

    • One 90-minute strategy session per quarter

How It Works

We believe in simplicity and transparency. Here’s how we work:

Step-by-Step Process

  1. Initial Consultation:

    • Fee: AUD $200–300 (credited toward the package price if you proceed)

    • We’ll discuss your needs, goals, and gather all relevant financial information.

  2. Background Work:

    • We conduct analysis, research, and create tailored deliverables that align with your goals.

  3. Follow-Up Meeting:

    • We’ll review progress and clarify any questions before finalising your deliverables.

  4. Deliverable Presentation:

    • We’ll provide your deliverables in a clear, actionable format (e.g., reports, dashboards, or templates).

  5. Ongoing Support:

    • Stay on track with optional monthly or quarterly check-ins.