Regardless of where you live we are able to work with you

• A personal visit
• A connection through Skype
• A connection through NetMeeting or similar

Our Budget Planners are human – that’s what makes all the difference!

• A visit from our consultant to your home or office.
• A personalised budget designed for your individual circumstances.
• Written action plan to put your new budget blueprint in place.
• Written plan to get your debt under control.
• Written short-term goals to help you focus with your savings plan.
• Personalised folder to hold all your notes and plans.
• There is NO fancy “get & forget” software to confuse you. Our consultant will teach you how to manage your money effectively – without the need for a computer!

Cost: $175

• Be able to see where your money is being spent.
• Understand some of the reasons why you spend your money in certain ways.
• Together with your consultant, have made a workable plan that will enable you to manage your money better.
• Feel that you have more control of your money.
• Know how to correct overspending.
• Understand the value of savings and how to ’save for a rainy day’.

Value: Priceless

Follow-up visits (Optional) :

• Will be tailored for your circumstances.
• Will act as a follow up to monitor progress.
• Are a good sounding board to ensure you’re on track to your goals.
• Will not be required for everyone. Ask your consultant if they believe further follow up will be required or if you’re ready to implement your plan yourself.

Cost: Affordable fixed fee based on your income

• Have a financial coach assisting you along the way.
• Have someone to keep you on track
• Have the benefit of an independent view to provide an honest appraisal of how you have progressed.

Value: More than priceless