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Services Available

Spending Plan

So that the Spending Plan is optimised to work for you I will provide you with the following:
  • I will take the time to get to know you and your financial situation
  • I will help identify your current financial position
  • I will look at your bank account structure to see how your money currently flows so we can assist you to identify the best account set-up for you
  • I will take you one step at a time through the process of setting up your own personal Spending Plan that will revolutionise the way you live with money.
  • I will analyse your Spending Plan with you to be sure you are happy it is going to achieve the outcomes and goals you desire

Spending Plan Monitoring - minimum 6 months monitoring

 I ‘check-in’ with you every week to make sure your Spending Plan is working and when necessary, assist you in making any changes so that your Spending Plan continues to work for you and not against you. This gives you someone to be accountable to, which can be a huge benefit. Coaching and monitoring of your Spending Plan is a 6 month minimum comittment.

 

Insurance Check Up - Free

One of our Insurance Experts will review your policies with you

 

Loan/ Mortgage Review - Free

One of our Loan Experts will review your loans with you

 

Financial Planning Initial Consult - Free

One of our Financial Planners will review your Investments and Life Policies with you

 

Educational Workshops, Seminars & Educational Courses - Price Varies

Educational Workshops, Seminars and Educational Courses