Gitte Helle-Nielsen | Coach
Coach for Financial Professionals
20+ Years as Financial Leader & Adviser
Most coaches observe financial services from the outside, but I have spent 20+ years inside it, as adviser, Head of Advice, and business owner. That is a different conversation.
90-Day Performance Transformation = Higher Revenue | Stronger Client Conversion | Measurable Results
For financial professionals who are done leaving revenue on the table, whether you are growing your practice, your client base or leading a team to the next level.
For licensed financial advisers and practice leaders - not designed for those completing their Professional Year or AFSL onboarding.
In 90 days you will:
* Clarify priorities, build the right process and eliminate what is costing you revenue
* Sharpen questioning, objection handling and decision-making under pressure
* Convert more, with discipline, structure and accountability for impact
* For advisers early in their licensed career: build the tools, skills and confidence to convert faster and perform at a higher level
* Protect long term performance by developing sustainable habits around health, relationships and longevity
Whether you are an experienced adviser closing the gap to the next level, or a practice leader investing in your early-career licensed advisers - this is built for you.
This is structured, one-on-one coaching focused on measurable commercial results, and if you do the work, the outcomes follow.
Book a Complimentary 30-Minute Clarity Call.
Client Testimonials
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Bonard, Managing Adviser
I’ve worked with Gitte for several years and have benefited greatly from her experience and guidance. Her strength is helping you think clearly and make strong decisions, both professionally and personally.
She asks the right questions, challenges assumptions, and helps remove roadblocks. That process strengthened my confidence, improved my decision-making, and enabled me to have corageous conversations, and step up to the next level.
I highly recommend Gitte to professionals who want greater clarity, confidence, and performance. -
Amanda, Owner & Financial Adviser
Working with Gitte after going self-employed was invaluable. I was overwhelmed, and trying to do everything myself.
Through her structured, results-driven coaching, I gained clarity on what truly drove revenue, learned to delegate confidently, and made faster decisions without overthinking.
My revenue grew beyond my expectations, and I regained control of my time and wellbeing. -
Joseph, Director & Financial Adviser
Working with Gitte strengthened both my business and my leadership. I increased revenue, improved how I prioritise and delegate, and became a more effective coach to my team while continuing to advise clients.
Her structured, results-focused approach helped me make clearer decisions, focus on high-value work, and regain balance. I now lead with greater confidence, clarity, and control across both business and life. -
Paul, Certified Financial Planner
Gitte provided exceptional guidance during a challenging period in my career. Her experience as a former financial leader meant she understood both business pressures and personal demands of the profession.
Through structure, results-driven coaching and disciplined execution, she helped me regain clarity, sharpen my decision-making, and move forward with confidence. -
Sarah, Senior Financial Adviser
After working with Gitte, my income has increased significantly, but more importantly, the way I operate has changed. I now approach my work with laser sharp focus, structure, and disciplined performance.
I’m focused, prioritise results, and no longer waste energy on low-impact work. -
Andy, Owner & Financial Planner
Gitte has helped me get real clarity in my business, focus on what drives it forward, and at the same time make space to prioritise family and build a more balanced lifestyle. Her intuition is spot on, she sees what really matters and isn’t afraid to call out the BS. Gitte’s guidance is practical, insightful and genuinely supportive.
Your 90-Day Performance Transformation
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Structured one-on-one coaching with practical tools & frameworks
Direct, accountable conversations focused on measurable commercial results
Specific scripts and questioning techniques that prevent business being left on the table
A professional relationship built for those ready to act decisively and take ownership
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Improve conversion ratios through structured objection handling
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Install a disciplined prospecting framework to stabilise pipeline flow
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Increase revenue per client by eliminating missed opportunities in the advice process
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Turn decisions into results with clear accountability and measurable targets
My Programs
For advisers early in their licensed career, sharpening the skills and confidence to convert and perform
- 8 × 1-hour sessions over 90 days
- Weekly for first 3, then fortnightly
- 3 hours/month between-session support
- 17 hours total coaching & support
- Process, scripts, conversion, confidence
Blueprint 90 Days
For experienced advisers refining & elevating what’s already built
- 8 × 1-hour sessions over 90 days
- Weekly for first 3, then fortnightly
- 1 hour/month between-session support
- 11 hours total coaching & support
- Revenue, pipeline, leadership, clarity & sustainable high performance
Mastery 90 Days
Not sure which of Blueprint or Mastery is right for you? Let’s talk it through.
For Blueprint & Mastery alumni: ongoing coaching to build on 90-day momentum
- 1 × 1-hour session monthly
- Priority access to my calendar
- Locked rate - protected from future increases
- Space to think, recalibrate and refocus
- Strategic check-ins
Essentials
For Blueprint & Mastery alumni: ongoing coaching to build on 90-day momentum
- 1 × 1-hour session fortnightly
- Priority access to my calendar
- Locked rate - protected from future increases
- Active skills & process development
- Support for faster growth
Accelerator
Hi, I’m Gitte
I bring 20+ years of experience from inside financial services - not observing it from the outside.
As a former Head of Advice, senior financial adviser, and business owner, I have sat in your chair. I have led teams, built client books, and navigated the same commercial and personal pressures you face every day.
My background spans financial planning, wealth management, insurance, lending, and performance management. With deep working knowledge of psychometric profiling, including MBTI, I bring insight into behaviour, emotional intelligence, and strategic clarity to everything I do, because real and lasting change requires more than strategy alone.
Today I work exclusively with financial professionals across Australia and New Zealand - from early-career licensed advisers growing their books to experienced leaders closing the gap to the next level.
My coaching is direct, structured, and built around measurable commercial results.
I will challenge you, hold you accountable, and meet you where you are.
And I have seen first hand what happens when high performance becomes unsustainable.
If you are ready to stop leaving revenue on the table and start leading with clarity, focus, and impact - let's talk.
The 3 Pillars
Clarity
Cut through noise and identify what actually drives revenue
Make faster decisions with less overthinking and more conviction
Align your professional priorities with clear commercial direction
Focus
Install structure and discipline that protects your highest-value work
Eliminate low-impact activity that drains time and energy
Build a prospecting and client rhythm that stabilises pipeline flow
Impact
Convert more opportunities through sharper questioning and objection handling
Increase revenue per client by closing gaps in your advice process
Track execution with accountability so results are measurable, not theoretical
Educational only, not financial, medical, nutritional, psychological, compliance, licensing, or legal advice.
Coachees must refer all compliance, licensing, and legal matters to their AFSL/licensee.
“You don’t need more experience to perform at a higher level - you need clarity on what actually moves the needle”
- Gitte Helle-Nielsen
Frequently Asked Questions
The 90-Day Performance Transformation to Clarity, Focus & Impact
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This program is not about how many years you have behind you - it is about the attitude you bring. You are the right fit if you:
- Take commercial responsibility for outcomes
- Consistently strive for growth, influence, and measurable impact
- Embrace direct feedback and accountability to improve performance
- Are ready to turn insight into decisive action to achieve meaningful professional and personal results -
This program is not for advisers looking for quick fixes, unwilling to be challenged, or not ready to take full ownership of their results. It is also not designed for those still completing their Professional Year or AFSL onboarding - this program is for licensed advisers and practice leaders ready to sharpen performance, not build a license or practice from the ground up.
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Whether you are building your client base, growing your practice, or stepping into leadership - you don’t always operate at the level you are capable of. This program meets you where you are and helps you clarify priorities, sharpen focus, and align your actions with your biggest professional goals. You gain practical frameworks and strategies that drive measurable outcomes - whether you are early in your licensed career or closing the gap to the next level.
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This program is built exclusively for financial professionals, by someone who has sat in your chair. With 20+ years inside financial services - as a former Head of Advice and senior financial adviser - every session, framework, and conversation is designed around the commercial realities of advice, leadership, and client conversion.
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Clients consistently report increased revenue, stronger conversion ratios, and sharper decision-making within the first 30 days. The 90-Day Performance Transformation is built around measurable commercial results - not theory. Every session translates directly into real-world execution across your career, clients, and team. If you do the work, the outcomes follow.
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This program is designed for financial professionals with demanding schedules. Sessions start weekly for the first three weeks, then move to fortnightly. You control the workload between sessions, and priority access between sessions ensures you stay on track without overloading your schedule.
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You won’t go it alone. The 90-Day Performance Transformation includes priority access between sessions, so you stay supported, accountable, and on track. Even when competing priorities or unforeseen challenges arise, you maintain focus and continue driving measurable results.
Get in touch
Ready to explore whether this performance transformation is for you?
Book a Complimentary 30-Minute Clarity Call.
In The Media
Conversations where I go deeper on the topics that matter most to financial professionals.
Money Talk Real Talk with Trish Gregory & Suzanne Alexander about The Hidden Cost of High Performance
Why your brain is your primary income-producing asset, and what it truly costs when high achievers ignore the warning signs, because sustainable high performance is not a wellness topic - it is a commercial one.