We’re on a mission to create a financially empowered and productive
Cultivating Change
At My Money Circle, we are committed to making a meaningful, measurable impact on the financial wellbeing of employees and the success of employers.
Our holistic approach, rooted in our core values, ensures that we provide exceptional service and support to every organization we work with.
An Innovative Approach
In a digital first landscape, we put people first, using technology to enhance—not replace—our human touch.
Our platform is operationalized by cutting-edge tech that allows us to scale while maintaining a personal connection with each client.
This innovative blend ensures we deliver tailored financial coaching that resonates on a personal level, without losing the efficiency and reach of a modern, tech-enabled solution.
An Experienced Team
Rebecca Maher
CEO/FounderRebecca Maher is a seasoned financial adviser with over 14 years of experience in the industry and a strong track record of leadership and entrepreneurship.
As the CEO of our company, Rebecca brings a unique blend of business acumen, strategic vision, and a deep commitment to financial wellbeing. She has successfully founded and led multiple businesses, demonstrating her ability to drive growth, innovate, and adapt in a constantly evolving market.
Rebecca's expertise in financial planning and her passion for empowering clients with financial education make her a dynamic leader dedicated to achieving our company's mission and delivering exceptional value to our clients.
Anthony Matthews
COO/Head of Strategic PartnershipsAnthony is a senior financial executive who has spent over 24 years successfully working in investment banking, risk and credit management and institutional markets sales in London and New York. More recently, he applied this experience as a financial executive and leader in the Queensland public sector.
He has been called on to transform teams and operations, built many businesses from idea to execution, led highly performing teams and large businesses in complex and dynamic environments, and advised clients spanning C-suite corporate executives, political leaders and senior staff at hedge funds, banks and regulatory agencies.
Anthony is qualified in organisational psychology, has an MBA from New York University and is a CFA charterholder. He is a passionate mentor, affable coach, and a highly-rated advocate for value-driven leadership.
Our Mission
Our mission is to build financial capability and confidence Australia-wide through affordable coaching and education services.
By partnering with employers across corporate, government, and education sectors, we provide low or no-cost solutions to employees, helping employers create better workplaces and save billions of dollars a year in lost productivity and related costs.
Our Vision
At My Money Circle, our vision is to create a financially empowered workforce across Australia.
We aim to be the leading provider of employer-funded financial wellbeing solutions, ensuring employees no matter their background, income or education can access the tools and support they need to achieve financial confidence and security.
Facilitating Opportunity for Employerss
The workplace is uniquely positioned to close the financial wellbeing gap. Employers can absorb the cost of financial coaching, a negligible expense relative to the significant benefits in productivity, retention, and workplace culture.
Employees are more inclined to engage with their finances when their employer sponsors it, leading to better outcomes.
- A small investment of 2-4 hours per year in coaching is far more efficient than the 12 hours per week* employees typically spend worrying about finances on their own. This proactive approach reduces the $30 Billion dollar cost to Australian businesses of presenteeism alone each year and fosters a more focused, engaged workforce.
Hear from our CEO
Support for financial wellbeing in the workplace is not a responsibility - it's an opportunity to drive real impact on health & wellbeing and the bottom line.
While companies invest massively in mental health and general wellbeing programs each year, the ROI on these initiatives remains stifled until financial wellbeing is properly addressed.
I've dedicated my entire career to advocating for financial wellness as a financial advisor, with a particular focus on building solutions for employers over the last five years.
In partnership with corporate, government, and education sectors, here at My Money Circle we strive to enhance financial capability and confidence across Australia, improving access to professional financial guidance for all Australians.
This mission isn't easy, but it's my vision for the future of workplace wellbeing.
We would love the opportunity to work in partnership with you to bridge the financial wellbeing gap.
Rebecca Maher, CEO/Founder
Our Values
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People First We prioritize the unique needs and goals of every individual, creating personalized financial wellbeing solutions that truly make a difference.
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Inclusivity We believe that financial wellbeing should be accessible to everyone, regardless of their background or financial situation.
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Independence Our professional guidance is unbiased and tailored to the best interests of each employee, ensuring they receive trustworthy and reliable guidance.
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Transparency We maintain open and honest communication in all our interactions, fostering trust and clarity with our clients and partners.
