Naomi Holmes

20+ Years
Sydney
Money Coach

I help women create a financial life they can own: clear goals, deliberate decisions, a well defined plan and a little sparkle along the way.

Services Offered:

  •   Targeted for women 40+ years of age
  •   Empowerment focus
  •   Retirement Planning
  •   Financial goal setting
  •   Financial Planning
  • Cost

    $550 per hour

  • Types of people I love working with

    Women 40+ years

About me

Money Coach

I didn’t grow up learning about money. In fact, I started out studying Sport Science and even wrote a thesis on knee reconstructions! While I didn’t end up in that field, the scientific mindset I developed has shaped how I approach financial advice. After university, I worked as a bank teller at Westpac and quickly discovered my passion for financial advising. Within a year, I began my journey in the industry, and I’ve never looked back.

Over the past 25 years, I’ve worked as a financial adviser, led teams at ANZ and AMP, and specialized in high-net-worth clients. I’ve also worked in governance and compliance within the Self-Managed Superannuation Fund sector. I hold a Bachelor of Science (Honours), a Graduate Diploma in Financial Planning, the Certified Financial Planner designation, and an Executive MBA.

Throughout my career, I’ve realized that women often experience money differently. In an industry where women are still underrepresented, many women feel disconnected or overwhelmed by financial decisions. That’s why I created Her Money Matters - to help women take control of their financial futures with the knowledge, confidence, and support they need. Watching women transform from uncertain to empowered has been one of the most rewarding experiences of my career.

Get to Know More About me

Super Hot Skim Flat White

My hubby, my puppy and lots of friends, yoga, lots of walking, good food and good wine

Travel - especially Italy!

I have an extensive background in gymnastics

I've left it too late - I'll never have enough to retire

Ladies who love her

The retirement calculator is a game changer for me. I had no idea how I would look into the future. I loved the course around retirement (not that I really want to retire) as it gave me confidence about my Super balances and that I'm in a good position.

Fiona

I am still buzzing from last night's course. Naomi set the course correctly and each week it escalates to another level!!! James was bombarded with my excitement of all that I learnt last night. Thank you so much.

Kym

Not sure where to start?

Book in for a 10min clarity call.

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