Financial Advice for a
Confident Future

At Your Money Your Life, we believe in a different kind of financial planning — client-centred, educational, and flexible.

We’re not just here to manage portfolios, but to help you chart a decisive course toward your goals.

We’re here to help you build a clear financial roadmap that’s as personal as the life journey you’re on.

Financial planning isn’t just about numbers; it’s about people.

We believe your financial strategy should be as personalised and flexible as your life itself. It’s a holistic approach that goes beyond investment portfolios to focus on your family, your goals, and your dreams.

Let’s get started

What Makes Us Different

Personalised Service

At a larger firm, you might be just another client. Here, you work directly with our founder, Bronwyn. This personal, one-on-one service allows us to build a deep, lasting relationship based on trust and a complete understanding of your circumstances.

Personalised Service

At a larger firm, you might be just another client. Here, you work directly with our founder, Bronwyn. This personal, one-on-one service allows us to build a deep, lasting relationship based on trust and a complete understanding of your circumstances.

Education & Communication

We are passionate about helping you understand your financial situation. We take the time to answer your questions and work to keep you informed and on the same page. This commitment is never more important than during times of personal changes in circumstance or market volatility.

Education & Communication

We are passionate about helping you understand your financial situation. We take the time to answer your questions and work to keep you informed and on the same page. This commitment is never more important than during times of personal changes in circumstance or market volatility.

Flexible & Adaptive Planning

Life circumstances can change, and so can your financial plan. We are committed to staying connected and adapting your strategy as your needs evolve, ensuring your plan always aligns with where you are in life.

Flexible & Adaptive Planning

Life circumstances can change, and so can your financial plan. We are committed to staying connected and adapting your strategy as your needs evolve, ensuring your plan always aligns with where you are in life.

Meet the Founder, Brownyn Coy

Bronwyn Coy, has been a registered financial adviser since 2012. She holds a Graduate Diploma of Financial Planning and is an Accredited Behavioral Finance Professional℠ (ABFP®), Chartered Retirement Planning Counselor℠ (CRPC®), Accredited Aged Care Professional, and SMSF Accredited Adviser.

Bronwyn is dedicated to providing personalised, client-focused services with Your Money, Your Life.

“Over the last decade, I’ve had the privilege of helping clients from all walks of life. My purpose is to be your trusted advisor and coach, not just your financial planner. I’m dedicated to providing clear, jargon-free explanations, so you always understand the ‘why’ behind the ‘what.’ My goal is to empower you with the knowledge to feel confident and secure in your financial decisions.”
– Bronwyn

Explore our services

Comprehensive Financial Planning

We will create a personalised plan that covers everything from wealth management and protection to wealth transfer. We ensure your financial world is coordinated and working towards your goals.

Lifestyle & Retirement Planning

We can help you chart a confident course toward your financial horizon. We’ll assist with the complexities of retirement planning, including investment strategies, managing cash flow, and understanding government benefits like Centrelink and Aged Care options.

Business Planning

When you’re building a business, it’s important to navigate the financial landscape with vision and a detailed roadmap. We provide strategic advice to business owners on everything from succession planning and risk management, to building a strong financial future for you and your business.

How can we help?

Key Memberships and Connections

We believe that great financial advice is a journey we take together

Discovery Conversation

We’re committed to getting to know you, not just your finances. We’ll discuss your life goals, your personal story, and what you want for your family’s future. We’ll also take a look at your current financial landscape, but our main goal is to understand what truly matters to you.
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Creating Your Financial Plan

We’ll then craft a comprehensive and customised financial blueprint. This isn’t a rigid document; it’s a flexible plan that outlines clear strategies to help you achieve your goals, whether that’s planning for a comfortable retirement or navigating other life events.
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Implementation

Once you are confident in our recommended strategies, we will work together to bring your plan to life. This is the implementation phase, where we take proactive steps to put your investments and protections in place. We’ll make the process as seamless as possible, turning our shared vision into tangible action.
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Ongoing Partnership

Your financial life is always in motion, and so is our partnership. We’ll meet on an ongoing basis to review your progress, track your goals, and make any necessary adjustments to your plan. Our role is to help you stay the course, acting as a steady hand to guide you through market volatility and adapt the plan to any new turns on your life’s journey.
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Excellent knowledge and communicator, and ensures all information is detailed and understood. Bronwyn has significantly improved my portfolio and I would recommend her to anyone.
FionaGisborne Victoria
I was struck down with an illness which has caused me to have to stop work at the age of 44. It was quite detrimental and scary; being a father of two and having a wife of 17 years, it was hard, to say the least. From the first day my family and I met Bronwyn, she made all of us feel comfortable by taking care of all of our finances, superannuation, cash flow, insurances and all the things my wife and I thought were out of our control. I highly recommend Bronwyn as a fantastic financial planner and adviser.
AnthonyCraigieburn Victoria
Bronwyn has given me advice in areas including income protection, life insurance, self managed super funds and managing debt. Bronwyn was always able to explain things to me clearly. Through Bronwyn's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Bronwyn's full care and attention when I needed it. She is knowledgeable, thorough and compassionate when dealing with personal issues.
LizKeilor East Victoria

Ready to begin the conversation?
We’re committed to getting to know you and your personal story, with no pressure or obligation.

Please fill in the form below to schedule a time to meet with us. We look forward to hearing from you.