We have created a bespoke personal budgeting service were by we look at your whole financial picture as it is, define areas you want to focus on improving and add a few extras you may not of thought of.
We can help you as either or both individuals or couples.
Everyone is different, but a personalised plan may look like this;
Initial call to connect.
First meeting fact find to build a snap shot of your current position and goals.
Discuss and refine your key areas of focus - saving/debt/business/property.
Create an alignment plan to focus financial and non-financial as one.
Final meet to present personalised money path and reflect on actions.
Follow up accountability meetings at 1 week, 1 month, 3 months and 6 months.
Annual follow up and re-work of budgets as required.
Prices starting from $350