Do you find it hard managing money or to keep on top of everything you need to know in order to manage your family’s finances? We all do.
Being the CFO or managing money at home can be a challenge, and often there just aren’t enough hours in the day to spend the time you would like to, sifting through the internet for answers.
That’s why I started The Fiscal Mum. Here we can pursue financial organization and success together.
This site is a busy mum’s guide to all things related to managing your family’s financial affairs. I’m talking insurance, superannuation, saving, investment, budgeting, property, debt and tips and tricks to help with small businesses.
Here I hope to inspire you to confidently pursue better money management skills through learning and financial organisation.
Most money and finance related blogs focus on either budgeting & frugality or stock picks & investment markets.
While those things are important, as mums we have a broader interest in money and how it relates to our role as the money managers for our family.
We need more holistic information to organize and plan for our family’s financial needs.
We are also busy with kids, and don’t have the time to read in depth financial literature to get to the crux of what we need to know. We need information that is actionable – now!
We do not want to have to learn the finance industry’s lingo to know how these topics relate to us and our families.
So welcome, stay a while – you’ve finally found the right site!!
Who am I?
I’m Rebecca. I’m also a wife to my wonderful husband Chris and mum to our beautiful daughter Olivia. I’m a full time mum and I work part time from home, so I’m well versed in the challenges of working from home with a toddler in the midst!
I studied Business at university and later, post graduate studies in financial planning. I am also a licensed real estate agent. But my education in finances started well before any of this.
I have always been interested in money. How to earn, invest, save and spend it wisely. I was raised by my dad from an early age to understand the value of money and how to manage it mindfully.
One of my earliest memories as a child was going to a school fete with my dad and sister. Dad gave us each $5 for the afternoon and told us we could do whatever we wanted with it, but once it was gone that was it – there would be no more. I did several laps of the sports ground, doing my research to make sure I spent it on exactly what I wanted. My sister went to the first stall and spent the whole $5 – needless to say, she was unimpressed as she got further into the fete and realized that there was much more to be had!
I was the little girl who kept a ledger to go with her piggy bank and I had my first budget well before I’d left high school. I’ve always been the one in the family of who everyone asks for advice when they are after a deal or some financial organization in their life – I’ve always been the fiscally responsible one.
So naturally I found my way into the financial services industry as a profession after finishing university, working as a financial advisor and then in life insurance as a product manager for a large financial services organization.
I wanted to work as a financial advisor because I wanted to help people with managing money. I wanted to eliminate their stress, help them organize their financial affairs and grow their wealth.
Unfortunately, I didn’t feel comfortable with the traditional financial advice model. I wasn’t ever comfortable with the sales process and one size fits all approach.
What I did love was the feeling of helping people get financially organized; sharing information with them and relieving them of their money worries.
I’m not claiming to know it all, but I have knowledge to share and I’m living the struggles of balancing family and money issues with you. So I want to share what I know and what I learn with fellow mums in the hope that it may benefit you. Managing money and financial affairs does not need to be scary or stressful – it can actually be fun.
However, if money & finances just aren’t your thing, or you’d rather spend the rare downtime you get alone, doing something else – leave it to me!
You can use the form below to receive all the latest updates, tools and tips from me to keep you moving in the right direction with your finances.
Rebecca
