My name is Kim Donnelly, and I am a certified member of the Spending Planner's Institute in Queensland.
A Spending Planner is a coach and mentor, who works hand in hand with you over a 6 month period to 'supercharge' your finances! Together, we will develop a 365-day Spending Plan to manage your money in a more efficient manner. We will keep you on track if you run into any difficulties with unplanned expenses.
We understand that making changes to spending habits, no matter how small, is not an easy task and can seem daunting at times. This is why we usually include a minimum 6-month mentoring period during which we will be in contact on a weekly basis.
Your Spending Planner will use this contact time to encourage you, keep you accountable to yourself and your goals, and advise on any adjustments needed to stay on track towards your financial goals.
A Spending Planner differs from other people who “help you do a budget”, which only looks at what expenses were in your past. A Spending Plan aims to anticipate any and all expenses which may arise in your future. We genuinely care about our clients, and nothing makes us happier than to see that 'lightbulb' moment when people realise they CAN actually reach their goal so much sooner!
Suddenly they have savings they didn't think were possible! People become SO excited, as they know more of their dreams are achievable, and their independent financial freedom will soon be a reality.
I would love to show you too, how your dreams really are achievable.