MOOLA Financial Coaches & Advisors Inc.

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MOOLA Financial Coaches & Advisors Inc.

We are independent financial advisors that make your moola work for YOU.

11/07/2025

Let’s play a quick game of “What’s More Likely?”

👉 Winning the lottery?
👉 Getting hit by lightning?
👉 Or being diagnosed with a critical illness like cancer or heart disease before age 65?

Spoiler alert: it’s not the first two 😬

Most of us know someone who’s had a major health scare — and while we hope it never happens to us, hope isn’t exactly a financial plan.

That’s where critical illness insurance comes in. It’s not about being negative — it’s about being realistic. If life throws you a curveball, this kind of coverage can give you a tax-free lump sum of money so you can focus on getting better, not stressing about bills, groceries, or taking unpaid time off work.

Because the truth is, recovery is hard enough without also wondering how to pay for the mortgage, sports fees, and Netflix 😅

It’s peace of mind, not paranoia. ❤️

Comment or message for more info on what a policy might cost for the you 👇

10/23/2025

A weird, but true, fact about life insurance. Make sure you review your policy every few years at a minimum.

If you’d like us to do that for you, we can do it quickly and for free!

Just send a message :)

10/14/2025

This is said a lot in our coaching sessions. Because it’s true….you’re eating your goals!

Join our Financial Coach, Lindsay Plumb over the next four days to learn how to save money on your groceries to stop this habit.

09/04/2025

If you don’t know what you’re paying your advisor, there’s a problem.

Imagine not knowing what you were paying your dentist, plumber, or hair stylist…what would be weird, right?

When you realize what you’re paying them, you no longer feel like there’s any “dumb” questions. You feel like you deserve to ask any question, at any time, for any reason! (As you should!!)

08/21/2025

🙋‍♀️ Be honest, did this happen to you too?

You bring your sweet baby home, enter a contest for some “free” baby gear… and suddenly a company is calling you nonstop, making you feel like a bad parent unless you buy into their scholarship plan.

Here’s the truth: you didn’t get scammed, but you were sold something no financial expert would ever buy for their own child.

If you’ve ever felt pressured into that conversation (or you’re wondering what to actually do instead), let’s chat. Fill out my quick intake form and we can talk it through together:

👉 www.yourmoola.ca/resources

08/13/2025

If anyone tells you they can guarantee it grows faster than this, RUN!

An average of about 7% per year achieves these results.

But if your money is only growing by 2% per year it’ll take more than three decades to double!!

Reach out to us to talk if you’d like to understand this better or have us look at your current retirement plan by filling out our intake questionnaire on the page below www.yourmoola.ca/resources

08/01/2025

Money is hard….if you don’t know the rules!

Reach out to us if you have a group you’d like us to speak to.

07/27/2025

When you have insurance in place, you don’t have to think about what would happen if _____

07/17/2025

Everyone if different, so everyone’s insurance costs will be too.

Some common, but maybe surprising, personal characteristics that impact your insurance premiuim:

- occupation
- driving record
- prescription changes
- immediate family health history
- upcoming travel plans
- hobbies (like scuba diving, mountain biking, and sailing)

Reach out if you’d like to see what insurance would cost for you through our intake questionnaire www.yourmoola.ca/resources

07/10/2025

One of the first rules of investing is to diversify aka “don’t put all your eggs in one basket”.

But that doesn’t mean that you have baskets at every bank or advisor around town.

Find yourself an advisor you like and trust (like us 😉) to help you diversify your plan and reach your goals. Someone you can get to know and feel comfortable asking all of your questions to!

Address

Victoria, BC
V8Z4H1

Website

http://www.yourmoola.ca/resources

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