Steve Crawford

Husband, Dad & Sydney Swans fan. My days are spent helping people manage their Spending and Savings better, and teaching Financial Advisers how to do the same

[Steve Crawford @MoneyCoachCrawf]

Excited to be growing our team at CSC and looking for our next team member to help us as we build our dedicated Adviser Service offer. This role is perfect for someone who wants to work with advisers and get a start at a fund where our purpose is to serv…https://t.co/QQzyWvUmiR

[Steve Crawford @MoneyCoachCrawf]

I was lucky enough to visit HMAS Cerberus last month and even though I was only there for a few hours it allowed me to experience a part of my dad’s Navy life that was important to him. He shared some of his service stories with me, and like so many from…https://t.co/eSJj04Xvxb

[Steve Crawford @MoneyCoachCrawf]

I’m happy to share that I’m starting a new position as Advice Partnerships Manager at Commonwealth Superannuation Corporation! https://t.co/wikCa6NnV3

[Steve Crawford @MoneyCoachCrawf]

Shout out to all my #financialadviser buddies out there. If you have any clients that are CareSuper members, and need any information for your #EOFY planning. Feel free to reach out to myself or your BDM contact. We're here to help :)

https://t.co/vgpoOiO2LA

[Steve Crawford @MoneyCoachCrawf]

4 days into my new role at CareSuper and loving it. I've met a bunch of my new teammates (so good to be a part of a big team again...) and they've all made me feel like a part of the family already!

Excited to share my knowledge and experience to help
b…https://t.co/CsIqwJbIFW

[Steve Crawford @MoneyCoachCrawf]

After 14 years of working in my own business, the time has come to change things up.... I've loved the special role that I've played in my clients lives. I've been a part of so many new starts (100+ first kids / first homes / first days at school etc..).…https://t.co/93U1V6U4OR

[Steve Crawford @MoneyCoachCrawf]

I'm going to be posting #hacks on how to get more out of Moneysoft AU - so if you like this one please let me know with a like or a comment / question.

Today's is on batching "Scheduled Reports"...

Firstly... shout out to all my fellow "Money/Cashflow/F…https://t.co/jhlXpb5yTj

[Steve Crawford @MoneyCoachCrawf]

Clearly I'm biased when I say "#Cashflow Goal Planning is one of the most valuable parts of the 'Financial' Planning process" - given I bet the farm on it back in 2019 when I gave my FP license up...

But what exactly is Cashflow G…https://t.co/g2OsguncAL https://t.co/cWxlgZTgjm

[Steve Crawford @MoneyCoachCrawf]

Hi LinkedIn fam... Happy Fri-Yay! I've been very quiet as I've been busy reviewing and updating our Cashflow Planning and Coaching process inside Experience Wealth and for our "Your Spending Coaches". One thing get asked all the…https://t.co/VQsDMJfGa1 https://t.co/RYzmRaG1Kv

[Steve Crawford @MoneyCoachCrawf]

Our #LTMA Launch Pad "O.K. Boomer" client panellist James Wortley might have had a bit of a chuckle when @JennyPearse1 asked this question, but then his game face definitely switches on when he starts to talk about the EFS "#Video SOA" and "5 minute meeti…https://t.co/PpOaKhLZKf

[Steve Crawford @MoneyCoachCrawf]

Well that's a wrap... 16 sessions over 4 days last week... What an amazing effort from our legendary AM Partners and LTMA Launch Pad "Flight Crew" (Presenters and Panellists). Couldn't have done it without you and your support...

The Advice Movement Par…https://t.co/1ovp4kNcVy

[Steve Crawford @MoneyCoachCrawf]

What does "2020's Financial Advice" mean to your Advice Seeker clients? Complete our first ever Advice Movement "Advice Seekers" Survey to win 1 of 5 tickets to LTMA Launch Pad (Nov 23 - Feb 25)...

The survey will only take 5 min…https://t.co/fqgRJTZ0Jk https://t.co/hv0vzSGAt4

[Steve Crawford @MoneyCoachCrawf]

At The Advice Movement we are excited to be able to announce a new partnership with Integrity Life that we believe will help our AM family continue to build on their client partnerships, by sharing the expertise that Integrity Life…https://t.co/X1pYgH5avn https://t.co/GJYA6WI7Wc

[Steve Crawford @MoneyCoachCrawf]

I'd love to invite any of my Linkedin connections in the Financial Planning community to join The Advice Movement's brand new "Virtual Collaboration Zone" (VCZ).... it's Free to join so all are welcome...

I created the VCZ because…https://t.co/TUUeHTkQZb https://t.co/ofyoG8vnlv

[Steve Crawford @MoneyCoachCrawf]

We still have a few socially distanced seats left for tomorrows #Webinar (12pm AEST) brought to you in conjunction with our Partners at Netwealth - See Wealth Differently (ASX:NWL).

Although many people seem to think of innovation…https://t.co/wI0m2naBTu https://t.co/Mh6asIrwKK

[Steve Crawford @MoneyCoachCrawf]

Shout out to my #networkconnections... my #moneycoaching & #mortgagebroking business - Experience Wealth - is growing and it's time for me to take on a protégé.. someone who would LOVE to be developed to become a fully fledged Money Coach .... Financial P…https://t.co/hDNUMHt0ox

[Steve Crawford @MoneyCoachCrawf]

This is something that is late in coming, but absolutely needs to be said. If you ask my wife, she will tell you I tend to shy away from some confrontational discussions when I should be speaking up more... so here goes. https://t.co/8NWJidwd5s #BlackLivesMatter

[Steve Crawford @MoneyCoachCrawf]

Stoked to be joined on next weeks The Advice Movement #Webinar "It's still IP, just not as you know it!" by MetLife Australia's Jeffrey Scott - the no.1 brain in the land on all things Insurance (and much more).

Jeff knows that…https://t.co/LJumOwFK4U https://t.co/fg7mXW2zoW

[Steve Crawford @MoneyCoachCrawf]

Yesterday's The Advice Movement #Webinar "The world's changed does your pricing model need to?" was a cracker... our Zoom Room hit our 'social distancing' capacity of 100 and we had to turn on our "LIVE Broadcast" into the Facey Gr…https://t.co/eSHzv4E9ZP https://t.co/BozlSi4uvy

[Steve Crawford @MoneyCoachCrawf]

Excited for next weeks #Webinar for The Advice Movement where I'm joined by @LanaLC0808 and Andrew George from Elixir Consulting | Business Coaches.

We'll ask the question.. just because the world has changed, does that mean your…https://t.co/y7pnJ5ZFFk https://t.co/KHKW5EpYll