SPENDING AND SAVING

It's not about denying you the things that you want. It's not about telling you what you can and can't spend your money on. I will show you the outcome of your choices and give you the tools to work towards the outcomes you want. I can help you with things such as:

• Saving for a home

• Saving for an investment property

• Saving for a big holiday (dream trip)

• Saving for a wedding

• Saving for your future (You may be noticing a bit of trend)

• Helping take the financial stress out of day-to-day living

• Not having to worry about a budget and micro-managing your money.

• Maximising your cash flow without sacrificing the things that are important to you. 

Until you have a reason to save, you will struggle to save.

I will work with you to set up transparent and automated banking to make things as easy as possible. This ensures that you will have money available for things that you need, while saving for the things you want. After the initial set up we will have regular catch-ups to keep you on track or make changes to the Spending and Savings planner as needed.

Further to having a Spending and Saving planner that will allow you to work towards your goals (your reason), you will also have access to a qualified and licensed Financial Planner that can answer your general advice questions.

Want to know more, have questions or are ready to go? Hit that contact button below!