Since 1989, Roger has been dedicated to helping people take control of their financial future. After realising that Civil Engineering wasn’t the right path for him, he followed his true passion—guiding individuals and organisations toward lasting financial independence.

Through a unique coaching-based approach, Roger founded Financial Coaching with the mission of empowering clients to understand their options, make confident choices, and take meaningful steps toward long-term wealth. His talent for simplifying complex financial concepts and motivating action has not only earned the trust of clients from all walks of life, but also shaped the core philosophies of Financial Coaching.

Roger is also a published author. His book, Your Personal Wealth Coach, has sold thousands of copies and remains a trusted resource for those seeking clarity, confidence, and control over their finances.

Melanie Monk is a highly experienced Certified Financial Planner®, Accredited Aged Care Professional, and accredited Self Managed Super Fund (SMSF) adviser.  Since joining the Financial Coaching team in 2000, Melanie has been instrumental in shaping the firm’s advice offering and strategic direction.

As General Manager Advice, she leads the delivery of high-quality, client-focused financial solutions.  Her expertise spans retirement planning, superannuation, investments, aged care advice, buy/sell insurance arrangements, and estate planning.

Melanie is deeply committed to empowering clients through education, helping them build financial knowledge and confidence to make informed decisions at every stage of life.  

She values building trusted, long-term relationships and provides guidance to help clients navigate complex financial landscapes with clarity and assurance.

Wes is a seasoned financial professional with over two decades of experience in the finance industry.  He holds a Bachelor of Business with a specialisation in Financial Planning and accredited in Self-Managed Superannuation Funds (SMSFs). 

Since joining Financial Coaching in 2021, he has fully embraced the firm’s philosophy of guiding clients through every stage of their financial journey. His approach is deeply client-centric, focusing on building long-term relationships and empowering individuals to achieve their financial goals

Wes provides expert advice across a broad spectrum of financial areas, including superannuation, investments, personal insurance, retirement planning, and estate planning. With a strong background in both corporate finance and personal financial planning, he is passionate about simplifying complex financial matters and delivering tailored strategies that support his clients’ aspirations and financial wellbeing

James joined Financial Coaching in early 2022, bringing with him a diverse professional background and a strong commitment to client-focused financial advice. Originally trained as a physiotherapist, James transitioned into financial planning after discovering his true passion for helping people achieve long-term financial wellbeing. His previous career has equipped him with exceptional interpersonal skills and a deep understanding of relationship-building.

As a Financial Adviser, James takes a structured and thoughtful approach to planning. He combines a comprehensive understanding of each client’s unique circumstances with a process-driven strategy to deliver tailored solutions. His advice spans all life stages—from early career to retirement—and includes superannuation, personal investment, estate planning, and a particular focus on personal insurance and wealth creation for young professionals.

James is dedicated to empowering clients with clear, actionable advice that builds confidence and supports both financial and personal goals.

Moira joined Financial Coaching in 2020, bringing with her a wealth of experience in financial services. Her career spans over 20 years in the financial planning industry, where she has held key roles as both Practice Manager and Client Services Manager.

Prior to this, Moira gained valuable experience in chartered accounting and stockbroking, which laid a strong foundation for her client-focused approach and operational expertise.  Moira is committed to ensuring that client outcomes are not only high-quality but also fully aligned with industry standards and legislative requirements.