Blake Fitzgerald

Hi, I'm Blake, the Founder of Coached Financial Planning. I've been working in the Financial Planning industry since 2010 and before I started my business I worked at a number of boutique firms in Brisbane as well as two of the largest banks in Australia, ANZ and Westpac Bank.

After working with over 1,000 clients, young and old, I decided to specialise in working with young families because I felt they were not being focused on enough by the Financial Planning industry in Australia. I think a big reason young families are overlooked is because the average age of a Financial Adviser in Australia is 57. This puts most Financial Planners in the baby boomer demographic which is the same demographic most Financial Planners choose to focus on.

As a young adviser, I feel much more aligned working with young clients (45 and under). I feel I can better help young clients because I am at similar stage of life as them. I understand their challenges and fears and I share very similar goals and aspirations. The advice I give my clients is the same advice I follow myself. We are on a similar path together and for that reason I feel so much more connected to my clients.

The other big reason why I chose to specialise in working with younger clients is because I see many of the money mistakes made by the older generations in the past being repeated by the younger generation now. Back when I worked with the older generations, many clients would say "I wish I did this 20 or 30 years ago. I would've been so much better off by now." Hearing older people say that so often made me realise that a big reason why they had the financial problems they did was because they had putt off their Financial Planning for too long. Meaning the biggest cause of their problems was procrastination.

To me, this presented a unique opportunity for myself and my younger generation because we have time on our side if we get started with our Financial Planning young. And that means the sooner young people start maximising their money, the sooner they can achieve greater levels of financial freedom. Once I made this realisation, I decided to focus my attention on helping young families to do just that, so they could have more freedom with their money and more freedom with their time while they were young enough to enjoy it.

I believe money should be maximised for the things that matter most in life and helping my clients to do that is what matters most to me.