7 Month Spending Plan Program

Have you got debts which are stopping you from moving onto the next phase of your life? If so, then our 7-month spending plan program is ideal for you.

In the beginning, we will have 3 to 4 meetings to identify your expenses, set up a bank account structure, create your draft Spending Plan and identify that magic number missing from your bank account. During these meetings, we will introduce you to our forecast software which will show you how much you can save and the exact date you can have your debts paid off. From there, we will create your perfect 12-month Spending Plan.

We pride ourselves on maintaining good relationships with our clients which is why we will check-in with you weekly via email. This allows us to keep you on track and helps keep you accountable. We are also readily available by phone or text if you need help safely navigating unexpected expenses.

Once a month, we will meet-up to discuss the ‘what if’ scenarios and fine-tune your spending plan where necessary.

 

6 Week Financial Acceleration Program (Individual Coaching)

If you are one of those people who have surplus income after paying your mortgage and other weekly/monthly debts, or if you are just financially savvy, you will benefit from our 6-Week Financial Acceleration Program.

During this program, we will show you how your future finances could be improved with a Spending Plan to reduce your debts and maximise your savings, all with minimal effort.

If you want to be in a MUCH better position and far more financially secure in 12 months, 2 years, 5 years and for the rest of your life, a Spending Plan will get you there.

Program topics -

- Gain an understanding of your current financial situation

- How to create some physical barriers around your money

- How to use the Spending Planner software

- How to find the number missing from your bank account

- How to deal with overdue accounts and bust debt

- How to identify your highest priority expenses

- How to live ongoing with your Spending Plan, having the ability to forecast 10 years into the future with your finances.

Inclusions - 

- Face to face initial setup meeting to pinpoint your current situation and identify your specific needs

- Setting up your customised Spending Plan using the software

- Further weekly Zoom meetings and telephone calls as needed, to ensure your Spending Plan is working well for you, and you are on track to meeting your goals.

 

Benefits to You

The personal benefits of our Spending Plans are:

  • You will pay off your debts faster
  • No more feeling overwhelmed when bills arrive
  • Eliminate the stress of living paycheque-to-paycheque
  • Knowing exactly how much 'spare' money you have leftover to splurge on yourself (no more guessing and getting it wrong!)
  • You will gain important life-tools which will benefit your whole family
  • You will feel empowered and in control of your future

 

Your individually customised Spending Plan will help you simplify your expenses by:

  • Showing you a clear picture of where you stand financially
  • Showing you in what order you should pay off your debts to minimise interest
  • Teaching you how to set money aside for those unplanned expenses
  • Teaching you the simple saving methods which will see you reach your dreams/goals faster
  • Introducing you to the software tool which compares different “what if” scenarios, so you can plan your future with certainty
  • Making you aware of, and limiting your discretionary spending
  • Coaching you through those financial “traffic jams” along the way
  • Showing you the exact date you will be able to achieve each of your goals

 

Our Guarantee

No matter your circumstances, the savings we show you will far outweigh our fee. 

We have so much confidence in our Spending Plans that we offer the following guarantee:

If you follow our strategies and are not better off by at LEAST 5 times our fee within the first 12 months of your commencement date, we will happily refund the money you have paid to us.

So, what do you have to lose? Contact us today!