Gitte Helle-Nielsen | Coach
Coach for Financial Professionals
20+ Years as Financial Leader & Adviser
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 client base, building your practice, or leading a team to the next level.
In 90 days you will:
* Clarify priorities and eliminate distraction
* Strengthen decision-making under pressure
* Increase conversion, execution, and accountability
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
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 newer advisers building their practice 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.
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 or psychological advice.
“You are never too old to set another goal or to dream a new dream”
- C.S. Lewis
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 designed for financial professionals at any stage - whether you are building your practice, growing your client base, or leading a team to the next level. If you are ready for direct, structured, and accountable coaching - book a clarity call.
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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 just starting out 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.