Meet your coaches: Lucy Claxton
Introducing Intrafund Advisor Lucy Claxton, part of Verve Super’s in-house coaching team.
Name: Lucy Claxton
Role: Intrafund Advisor
Pronouns: She/Her
Lucy is an Intrafund Adviser who helps members navigate their financial goals with confidence and clarity. Outside of work, she’s a devoted dog-lover, an avid traveller, and a big fan of long walks in nature - often found smashing her step goals with long walks through the dog park.
How did you end up in this career?
LUCY: It was actually a pretty intentional choice. I didn’t grow up with much education around money, so in my early 20s, I fell into the trap of credit cards and buy now, pay later schemes. Digging myself out of that hole was a chore, but as I started learning more about finances, I realised just how powerful small changes can be over time. I found myself becoming genuinely passionate about helping others feel the same sense of control and confidence that I experienced, which is when I decided to turn it into a career.
Why do you care about financial wellbeing?
LUCY: Because I’ve seen firsthand how much it makes a difference. Poor financial wellbeing can negatively impact mental health, personal safety and housing security. The risks are even higher for women and marginalised groups, who often face systemic barriers to accessing financial resources. I genuinely feel that financial wellness is a form of power and protection.
What does financial coaching mean to you?
LUCY: Financial coaching is about making money less overwhelming and more human. It’s about breaking down complex financial topics into everyday language, with the goal of supporting our members to make informed and confident decisions. We’re not telling you what to do, we are helping you understand what you should do.
What are some of your favourite topics to dive into with members?
LUCY: I love having values-based conversations where we explore the why behind a decision. Often, members come to us with a specific goal in mind, but once we unpack it together, they realise there might be another path forward. For example, a solid wealth plan isn’t just about growing your money; it’s also about protecting it, through things like personal insurance. Helping people connect their financial decisions to what really matters to them is where the magic happens!
What’s a common question you get from members?
LUCY: “Will I have enough in retirement?” is a big one and is often tied to fear or guilt about not having done enough. Coaching helps cut through the overwhelm and turn that question into a solid plan!
What’s your money mindset mantra?
LUCY: It’s not always about how much you spend, but rather how much you spend on the things you value. When your spending habits reflect your values, it’s easier to feel at peace with your choices.
Book in with a coach at vervesuper.com.au/coaching.