Financial planning isn't just about making better financial decisions.

It's about creating a strategy that works with your life, your goals, and how you naturally think.

At Parallax Planning & Wealth, we combine technical financial expertise with a deeper understanding of human behaviour to help professionals, entrepreneurs, families, and neurodivergent individuals build lasting financial confidence.

Strategy. Behaviour. Financial Confidence


Financial Planning for Real Life.

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Most financial planning focuses on numbers.

We believe lasting financial confidence comes from understanding both the numbers and the person behind them.

Because no matter how technically perfect a financial plan may be, it won't create meaningful change unless it fits your life, your priorities, and the way you make decisions.

That's why we've built our practice around Behavioural Financial Planning.

By combining financial strategy with an understanding of behaviour, decision-making, habits, and implementation, we help clients move beyond knowing what they should do and toward confidently putting their plan into action.

Because the best financial plan isn't simply the one that looks good on paper.

It's the one that works in real life.

Financial Planning for Real Life

Strategy. Behaviour. Financial Confidence.

Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

Work With Us

Meet the Team

  • Monet Goode

    FOUNDER

    With a vision for building something meaningful, our founder brings a blend of big-picture thinking and hands-on experience.
    They set the tone for everything we do.

  • Emmett Marsh

    SALES MANAGER

    Focused, approachable, and driven by results, our sales manager is all about building strong relationships. They help connect people to the right solutions—with clarity and care.

  • Eleanor Parks

    MARKETING DIRECTOR

    Creative and strategic in equal measure, our marketing director brings fresh ideas to every campaign. They turn insights into action and help our message resonate with the right audience.

  • Karl Holland

    CUSTOMER SERVICE MANAGER

    Friendly, attentive, and always ready to help, our customer service manager ensures every interaction is a positive one. They keep communication clear, timely, and human.

  • "Their attention to detail and commitment" to quality truly stood out. We’ve already recommended them to others.

    —Former Customer

  • "Creative, reliable, and genuinely passionate about what they do."

    —Former Customer

  • "A professional team that delivers on their promises."

    —Former Customer

  • "Every detail was thoughtfully executed. We're thrilled with the outcome."

    —Former Customer

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