Impact Brokers
Business Finance Coaching with Yasmine Shah
Turn Confusion Into Confidence with Strategic Financial Coaching
You’re great at what you do. But money stress is getting in the way. That’s where we come in.
⚠️ IMPORTANT: Service Boundary Disclosure
This business coaching service is separate from our credit assistance and finance broking services.
When providing this coaching:
- We are not acting as your finance broker or credit representative
- We are not providing credit assistance under our Australian Credit Licence
- We are not providing personal financial advice
- We are not providing accounting, tax, or legal advice
- Our Best Interests Duty as finance brokers does not apply to coaching services
If you require credit assistance (help with loan applications, refinancing, or specific lending recommendations), this will be provided separately under our finance broking services, where different terms, obligations, and our Best Interests Duty apply.
Build a Sustainable Financial Future
I’ve had the privilege of walking alongside hundreds of small business owners across Australia, and one thing always stands out: the heart you bring to your work. Your vision fuels your business, your energy keeps it alive, and your purpose drives you to make the world a better place. But grit alone isn’t enough. To keep making an impact, you need a strong financial foundation.
Financial sustainability isn’t just about balancing the books. It’s about having a framework that simplifies your decisions, supports your goals, and shapes the future direction of your business. When your money is managed well, it changes more than your bottom line – you gain back time, balance, and peace of mind.
You protect your wellbeing and create the space to grow a business that not only survives but thrives.
What It Is
Practical business coaching that helps you understand your numbers, plan with confidence, and make informed financial decisions.
We focus on:
- Cash flow, budgeting, and pricing
- Reading financial reports
- Setting goals and improving profitability
- Building confidence to work with your accountant or bookkeeper
What It’s Not
This isn’t credit assistance, financial advice, or accounting. We don’t recommend specific lenders, loans, or financial products – we help you understand your options.
Important Distinction
If you later need credit assistance (like a loan or refinance), we’ll handle that separately under our finance broking services, where different terms and obligations apply.
Our Coaching Approach
Running a business shouldn’t feel complicated. Our coaching gives you clarity, structure, and confidence to make informed decisions and grow sustainably.
How We Work
- Practical: Simple tools and strategies you can apply right away
- Strategic: Frameworks that support better decision-making
- Collaborative: Helping you work effectively with your accountant and bookkeeper
- Goal-Driven: Every session focuses on your business priorities
Our coaching complements – not replaces – professional accounting, legal, or financial advice.
Why Purpose-Aligned Clients Choose Us
We support purpose-driven businesses, social enterprises and everyday Australians seeking values-aligned finance. From first-home buyers to impact founders and NDIS providers, we listen first and tailor lending strategies that serve your goals, community and planet.
Coaching Format & Investment
Session Structure
- Weekly 60-minute 1-on-1 sessions via video call
- Minimum 4-session commitment
- Flexible, Australia-wide online delivery
- Customised content for your goals
- Email support between sessions
Session Structure
- $250 + GST per hour
- Invoiced monthly in advance
Included: Strategy templates, cash flow and goal-setting tools, resource recommendations.
Not Included: Credit assistance, accounting, tax, legal, or bookkeeping services.
What We’ll Work On Together
Subtopics:
- Financial Understanding & Capability: Reading reports, metrics, confidence with numbers
- Strategic Planning: Goal-setting, scenario planning, budgeting
- Cash Flow Management: Cycles, forecasting, timing, reserves
- Pricing & Profitability: Costing, pricing strategy, margins
- Team Coordination: Working effectively with advisers
- Lending Readiness (Education Only): Understanding what lenders generally look for
Important Limitation:
If you need help with specific loan applications or refinancing, that must occur under our separate finance broking services where my Best Interests Duty applies.
Bonus Resource
FREE PDF: 10 money traps to avoid if you want a profitable business
- Clear, jargon-free explanations
- Practical strategies for better financial decisions
- A sneak peek into Yasmine’s coaching approach
Use this highly customisable template to track your cashflow and align your financial performance to your bank account and empower your future business decision making.
How It Works
Duration
Weekly 1-on-1 coaching sessions with Yasmine (min commitment 4 sessions)
Cost
Session: $250 + GST / hour
(Includes strategy check-ins, templates and email support between sessions)
Support
Month-to-month continuation after initial term.
Meet Your Coach – Yasmine Shah
Yasmine Shah is a business owner, licensed finance broker (Credit Representative No. 540047), and coach with over 20 years’ experience in banking, credit risk, fintech, and executive leadership.
Experience highlights:
- Coached hundreds of business owners from startup to IPO
- Over two decades in banking and finance
- Founded national networks for women in finance
- Deep experience in credit risk and lending
Important Note:
When providing coaching, Yasmine is not acting as a finance broker or credit representative. If you need credit assistance, that service is provided separately under her finance broking licence, where her Best Interests Duty applies.
Trusted by Purpose-Led Clients Across Australia
Schools, NDIS Providers, Social Enterprises and More
Hear what our clients have to say:
Let’s Get You Back In Control
This is your permission slip to stop winging it and start building a business that supports you – financially and emotionally.