What’s Next?

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Hey, thanks for completing our build your budget series of videos.

Hopefully, you have a clearer picture of a system to manage your money day to day which doesn’t require constant tracking and monitoring.

Your cash flow or budget is the foundation of everything else you do with your money, so if you get this right, you are well on your way.

So where to from here?

We have our paid broader planning course, which is in a similar format to this, but covers financial planning and strategy, insurances, debt, and KiwiSaver & Investment, and includes our financial planning software to let you model your future, and look at different options or scenarios.

You can follow us on YouTube for weekly free financial content. https://www.youtube.com/channel/UCLSHwVRI4pEZ88MURLi0jag

Through our sister business, CIC Financial, we offer a full range of financial advice. From Mortgage Broking to Life, income & health insurance advice to KiwiSaver and Investments. You can book a call using our online booking system to have a free chat, or you can create an account directly using the link below if you just want to start working on mortgage lending or insurance together.

Look forward to hearing from you soon.

Register your mortgage/insurance interest, create an account here – Log in – Trail (gettrail.com)

Book a call – https://calendly.com/kieran-sutherland/phone-call?month=2023-11