About Us

Creating a generation of financially savvy individuals who are empowered
to make informed decisions about their money.

Partner with Us

At Estate,  we are actively seeking financial coaches and financial planners who can help us build a more financially savvy workforce. 

We believe that by working together with experts in the field, we can create a comprehensive, accessible, and engaging financial education platform and digital financial wellness solutions that empower individuals to make informed decisions about their personal finances. 

If you are passionate about financial wellness and want to make a difference in people’s lives, we invite you to join us on this mission.

The Estate Team

Estate is a team of respected leaders with a unique perspective on financial education. With a successful careers in general management, sales leadership, software, insurance, financial services, financial planning and financial education the team at Estate understand the challenges people face in achieving financial wellbeing. 


Our coaching team comprises of fully qualified compliant professionals, with formal qualifications including Bachelor of Business and Commerce, Accounting and Marketing, Financial Planning, Certified Personal Finance Educator, Masters in Business Administration and Full Real Estate Licence. 


Estate’s financial coaches do not provide financial advice and they do not sell products. They use their life experience as financial advisors and planners to guide clients to achieve financial health and achieve their short and long term financial goals. 

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