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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.

  • Multi-Audience Information Architecture

    Dedicated flows for Individuals, Employers, and Partners with tailored value propositions.

  • Coaching Product Presentation

    Package details, session explainers, coach matching, and FAQ content for compliance-aware messaging.

  • Trust & Compliance UX

    Licensing, AFSL disclosures, privacy messaging, and founder story to build credibility.

  • Content & Resource Hub

    Blog, podcast, Money Stories, and educational resources integrated into the main experience.

  • Lead Capture & Contact

    Newsletter signup, callback booking, phone CTAs, and partner/employer inquiry paths.

My Money Circle
My Money Circle
My Money Circle

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.

Visit the live project: https://www.mymoneycircle.au/

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Let's Build Something Great Together

What happens next?

01

We understand your requirements through detailed discussion.

02

We share a custom proposal with scope and deliverables.

03

Project kicks off with regular updates and transparent development.