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You've Built Success. Now Build A Life That Fits

For professionals who've achieved externally but feel hollow inside. I help you rebuild from what actually matters—across money, health, relationships, purpose, and how you spend your days.

Holistic coaching that treats your life as one interconnected whole, not separate problems to fix.

About Me - Sam Tate

About Me

I spent over two decades in financial services. Built and sold an award-winning financial planning firm. Made all the right moves. And discovered that success doesn't always feel like you think it will. So I stepped away.

Today, I work with successful professionals that are asking the question: What do I actually want my life to feel like? Then we work where we need to to rebuild or refine it—across money, health, relationships, purpose, work—because everything is connected.

During my time away, I used my experiences to create The Conscious Currency. After more than 20 years of helping people to manage money, I came to see the same patterns: money was often just a mirror that revealed what needed healing.

I'm neuroinclusive. My work might involve meditation and movement. I coach from lived experience—sobriety, neurodivergence, rebuilding meaning after external success. I don't coach from theory. I coach from scars and wisdom.

Read My Full Story
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Choose Your Entry Point

Three pathways. All interconnected. Start where it makes sense for you.

The Conscious Currency

Money Psychology & Financial Clarity

Transform your relationship with money from unconscious reaction to conscious choice.

For You If:

  • You've built financial success but money still creates anxiety
  • You're a business owner struggling with pricing, spending, or worth
  • Your relationship with money doesn't match your values
  • You know your money story is driving decisions you don't understand

Drawing on 25 years experience and co-founding an award-winning financial planning firm.

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Holistic Life Coaching

Whole-Life Audit & Transformation

Strip things back. Clear the noise. Get back to what matters.

For You If:

  • You've succeeded externally but feel hollow inside
  • Work stress is bleeding into everything else
  • You're at a crossroads and unclear about what comes next
  • Something needs to change but you don't know what or how

This isn't six-week frameworks or productivity hacks. It's methodical, holistic work addressing all areas of your life — because everything is connected.

How We Work Together

The Full Journey

Money as the Gateway to Deeper Work

Most people come for money coaching. Many stay for life transformation.

For You If:

  • Your surface problem is money, but you suspect it goes deeper
  • You want comprehensive work across finances, relationships, purpose, health
  • You're ready to invest seriously in yourself
  • You understand that sustainable change takes time and real commitment

For so many, money is a trigger and an entry point. Here we will address those triggers before expanding out to your whole life.

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"Too many brilliant people are building lives that exhaust them. I help them reframe situations, and build ones that energise them instead"
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The Conscious Currency™

Money, Meaning & The Art of Enough

My signature methodology for transforming your relationship with money—not through budgeting tips, but through deep psychological and emotional work. Money was never the problem. It was the mirror that revealed what needed healing, the laboratory where you could practise conscious choice, the energy that could carry your values forward into the world.

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Working With Organisations & Leaders

I deliver workshops and leadership coaching for companies who want their people to thrive. Money psychology sessions that address financial stress. Leadership development that focuses on sustainable performance. Wellbeing approaches for businesses that care.

EXPLORE ORGANISATIONAL WORK
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What Clients Say

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Let's Talk

Discovery session: 90 minutes to understand where you are, what you're building toward, and whether we should work together.

Whether you work with me or not, you'll walk away changed.

Book Your Discovery Session