The first step is to go to https://hey.coach/signup and create an account. Next, confirm your email address via the automated email you will receive from Hey Coach - you’ll need to do this within 14 days.

Complete your Hey Coach quick set up - you’ll need to have some information handy to complete this step, such as a basic understanding of your income, expenses, assets, and borrowings. Don’t worry if you make the occasional guess – you’ll get a chance to update the information later.