About Your Money Maven

Hi, I’m Sheila Cabacungan

Your Behavioural Money Coach
& Wealth Educator

I have a passion for helping people in the Generation X category to live awesome lives designed to meet lifestyle goals. An essential part of this is understanding your finances and putting plans in place to achieve your ambitions. I have 20 years of experience to share with you, backed by qualifications and courses which have been proven to work.

For me, it’s all about helping you manage, build and protect your money. My aim is to help you create new possibilities to inspire and move you towards a successful financial future. I want you to be free from uncertainty about money and know that your income and investments will give you enough to live a life you love.

Having experienced first-hand, people struggling with the basics and more complex aspects of finance, I want to mentor you to make it count. When you have a business, job, house, car, family, and let’s not forget kids, it’s tough juggling everything.

Organising your finances will help you live the life you want your way so that you can enjoy it.I would love you to browse through the site. Listen to a few of my podcasts or catch my radio show on our wealth media. Alternatively, get in touch with me to find out how I can guide you towards your ideal lifestyle.

Sheila
Your Money Maven

Sheila’s Experience

You might be wondering what qualifies me to coach you through your wealth journey. Here are my qualifications and experience at a glance:

  • Principle Financial Planner and owner of Wealth Forum Pty Ltd.
  • Over 20 years’ experience in helping my clients build, protect and manage their
    money.
  • Certified Financial Planner, Self-Managed Super Fund Specialist Adviser and Registered Tax (Financial Services) Agent.
  • Community leader for Success Women’s Circles on Facebook, which has 4000 members.
  • I am an active member of the Blacktown Business Network and the event organiser for Greater Western Sydney’s Business Booster.
  • I host a weekly Community Radio Show, Your Money Maven, on SWR999 FM Sydney’s West which provides education on money matters.

On a personal level, I am an active member of the Church of Christ. What matters most to me in life is my faith, my marriage to Charlie, my family — and being of service to the people and causes that make up my life.

You can book an appointment with me to see if you are on the right track, or if you need some specific financial advice. I can also advise you which course would best suit your financial situation.

Your Money Maven Wealth Education

Wealth Education is about delivering three things for every client:

  • Hope — to create new opportunities that inspire you to take action and realise the possibilities you create.
  • Peace — in times of financial uncertainty.
  • Plenty — a sense of knowing that you have “enough” to live a life you love.

To do this we need to know and understand what’s important to you and what you value.
We get to know what drives you to work, spend, save, borrow and risk — and what makes you laugh and cry.

Sheila is a Money Coach and a Certified Financial Planner. She uses behavioural finance tools like Money Habitudes and the Money Personality Questionnaire to help you understand your unique relationship to money — and how you make money decisions.

This money coaching process leads to a financial plan that aligns your values and purpose in life to your financial goals. These goals lead to strategies that will deploy your money, time, energy and skills towards building the wealth you need.

We then work with you through the financial planning process so we can:

  • Give you the wealth education you need.
  • Set meaningful, specific and measurable money goals.
  • Provide tailored financial advice and strategies to achieve your money goals.
  • Implement the strategies we create together in a wealth creation & protection portfolio.
  • Stand by your side as your life changes and the world changes around us.

About Your Money Maven

Have you ever taken the time to ask yourself what the health of your finances looks like? How does it fit in with your lifestyle choices, business or work? At Your Money Maven, we understand the importance of financial planning so you can live the life you desire. 

You may have asked yourself, how did I get where I am today and find you don’t know the answer. Maybe you just followed the trend of what everyone else was doing. The ultimate question we want to help you answer is where you want to be, and help you realise the endless possibilities.

In October 2019, Sheila made the bold choice to put her “Money where her mouth is” and started her very own Community Radio Show on SWR999FM. Her show “Your Money Maven” airs every Monday Night at 8pm (Sydney Time) and is her way of changing the way we talk about Money. Your Money Maven’s mission is simple: to lead conversations about Money that will empower, enable and enrich the lives of her audience

Through Your Money Maven, Sheila will deliver wealth education courses and money coaching online and in person to people who need to harness the power of money to make their dreams come true and give back to their communities. Your Money Maven’s Courses include:

  • Personal Foundation Course, Build your own Financial Plan for Individuals
  • Business Foundation Course, Create your own Financial Plan and Business Plan for Entrepreneurs & Business Owners
  • The Road to Financial Independence: A Guide for Generation X and Y
  • The Road to Financial Independence: A Guide for Millennials and School Leavers
  • The Road to Retirement: A Guide for Baby Boomers

Your Money Maven realises that a sound financial plan involves more than money, it’s choosing a lifestyle and securing your future. It’s the reason Your Money Maven was started. We want to educate and advise you on how to make the most of your money, so you can get on with living your life.

After all, knowing where your money is and that it’s working for you is an important part of your existence. Your Money Maven helps you play the game of life — and play it well, ensuring you are money-wise as you travel through the years.

Book an appointment today for a consultation.

Why Choose Your Money Maven?

We understand the challenges life throws at you and want to help you find solutions, so you have financial security. Imagine having $75K plus per annum when you retire, and enough to live the lifestyle you want now.

You have young children, aging parents, have to go to work, pay off your mortgage, car and so on, and so on — yes, it seems the list is never-ending. You might be wondering why your life is so busy, and how did you get into that situation in the first place?

This is where Your Money Maven steps in to help. Money is an essential part of helping you through life’s journey, and Sheila wants to help make the ride as smooth as possible for you.

Irrespective of what your current financial situation is, there is always a better way forward. We live in an era of constant change, a lack of job security and ever-evolving technology that can be confusing. Your Money Maven can help you find some direction and rise to the financial challenges head-on.

 

Wealth Coach Sydney

We have some free resources that impart information to help educate you about what is possible. Then there are targeted courses for the key financial areas of your life. Alternatively, you can contact us to talk about your needs and goals so we can advise you of the best way forward.

It’s your life, and it’s not a dress rehearsal, it’s the real thing. You owe it to yourself to make sure you plan it to make the most of it.

Get in touch or sign up for a course today.

Seminars & Speaking Arrangements

As well as conducting courses to improve your financial position, Money Maven has a menu of ready to deliver presentations that can be tailored to any audience.

As an experienced public speaker, presenter and seminar leader, Sheila speaks on a range of topics for both community and corporate groups including:

  • The Department of Human Services Financial Information Service (FIS) Team in various “free to the public” seminars.
  • Seminars and Wealth Education workshops for Parramatta Community College, Success Women’s Circles, Blacktown City Council and Chambers of Commerce in Greater Western Sydney.

Sheila’s seminars and presentations are designed to engage and inspire her audience. To book Sheila for a speaking arrangement contact Money Maven today.

“My role is to empower my clients with financial wisdom,
advice and strategies to realise their financial goals and live a life they love.” – Sheila Cabacungan

Our Ideal Clients Include:

  • Small business owners and the self-employed in Greater Western Sydney.
  • Private clients who align with our core values, our service offering and choose us to be their financial advisers.
  • Family and friends referred to us by our valued clients and referral partners.

Our Ideal Clients

Benefits for Small Business Owners

  • Building Wealth — a guide for the self-employed and family business owners.
  • Call it a Life Plan — bridging the business plan and financial plan to live a life you love.
  • Funding your small business.
  • Networking for new migrants and refugee small business owners.
  • It is about the money —why your staff’s wealth and wellness is crucial to your profitability.
  • Creating teams and teamwork as a solopreneur.
  • To Grow or to Go — a business owner’s guide to succession or sale.
  • Surviving and Thriving Through the Covid-19 Pandemic — a guide for business owners.

small business owner

Wealth Education for the Community

  • Understanding shares.
  • Understanding property.
  • Finding a financial planner.
  • Understanding superannuation.
  • Understanding retirement income streams.
  • Understanding Self-Managed Superannuation Funds (SMSFs).
  • Road to Financial Independence.
  • Road to Retirement — a guide for the over 55’s.
  • From side hustle to small business owner.
  • It’s my first recession — how do I survive and thrive?
Wealth Education Workshop

For Women

  • What’s your relationship to money?
  • Creating your own financial success plan.
  • Gift giving with abundance.
  • Creating a vision for a life you love.
  • Side hustles for mums — beyond multi-level marketing.
  • Starting Over — a guide for women after divorce or separation.
  • She started it — starting a business through networking and community.
  • .. plus more!
Your Money Maven For Women

For the Filipino Australian Community

  • Achieving the “Balikbayan” retirement — retiring well in Australia and the Philippines.
  • Building wealth “Fil-Oz” style.
  • Building wealth as a “Fil-Oz” family.
  • Elder Financial Abuse or Inheritance Impatience — a guide for “Fil-Oz” families.
Filipino Australian community

Contact

Your Money Maven

Email ymm@yourmoneymaven.com.au

8 + 7 =