The Money Tree
Grow, nurture and scale a thriving business
What if managing your money felt simple?
You started your business with passion, purpose, and drive but somewhere along the way, the financial side became a burden.
You thought you’d be earning more by now. You imagined more ease and more flow, not staying up late trying to figure out if you can afford that next hire or wondering why there's still nothing left in the bank.
You’ve tried being across your numbers… but it never sticks. You’re constantly wondering:
“Where is all my money going?”
“Am I even making a profit?”
“What if I'm missing something important?”
This isn't what you signed up for and it’s exhausting. But here’s the truth: you’re not alone, most early-stage business owners feel this way. And it’s not because you’re bad at business, it’s because no one taught you how to understand your numbers in a way that actually makes sense.
That’s exactly why we created The Money Tree.
A simple, actionable framework to help you:
Get clear on your goals
Strengthen the three key areas of your business finances
And grow your business in a way that’s sustainable and empowering
The Three Branches of the Money Tree
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Cash Flow
The Stability Branch: keeping the business alive and well.
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Revenue
The Growth Branch: growing sales in a strategic and sustainable way.
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Profit
The Longevity Branch: building strength for the long term.
Choose the support that fits you best:
The Ebook – Learn the framework and start building clarity
The Essentials Bundle – Add worksheets and masterclasses for practical action
The Accelerator – Get personalised coaching support to apply it to your business, one branch at a time
The Money Tree eBook
Learn the framework and shift your mindset around money.
A short, powerful read that shows you what really matters financially,
Helps you reflect on your goals, identify key areas of focus, and feel more confident about your numbers.
Perfect for: business owners who want clarity and a fresh perspective without overwhelm
You’ll walk away with: renewed clarity, a better understanding of how money flows in your business, and a practical framework to follow.
The Money Tree Essentials Bundle
Turn knowledge into action with DIY tools, training, and templates.
Includes:
The Money Tree eBook - your financial framework
Interactive Workbook – templates and checklists to apply the concepts to your own business
3x On-Demand Masterclasses:
Cash Flow: The Stability Branch
Revenue: The Growth Branch
Profit: The Longevity Branch
Perfect for: business owners who are ready to take action but don’t know where to start
You’ll walk away with: structure, confidence, and clear next steps to improve your finances on your own terms.
The Money Tree Accelerator
Level up with personalised support to apply the framework and grow faster.
Includes all the resources in the Essentials Bundle, plus:
3 x one-to-one Coaching Sessions (via Zoom) – one hour per month for 3 months
You’ll be matched with a qualified CFO coach after sign-up
Upload your financial tracker before each session for personalised review
Session structure:
Session 1: Review your current position, identify your focus area (cash, revenue, or profit), set a metric, create an action plan, and define a target
Sessions 2 & 3: Focus on the remaining branches, review progress, and build a roadmap for continued growth
Perfect for: business owners who want accountability, tailored support, and real financial transformation
You’ll walk away with: a deeper understanding of your numbers, a clear action plan tailored to your goals, and the confidence to make smarter financial decisions. You’ll know where to focus, how to course-correct and when to implement the right strategies.
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