Our Plans
Our plan is to put you in charge.
These plans are specifically designed to put you in control, and allow you the access to the knowledge and tools that you require. We believe the combination of these give you the best chance of success to manage your money in a way that improves your life. With these plans you can:
- Have Access to Tools – Software & Videos
- Have Access to Personal Support & Coaching
- Take Action
- Create the Mind-set to make changes
GET STARTED
Access to the build your “budget” series of videos to get you setup and started on taking control of your money.
GET SORTED
Access to over 40 short videos, tools and templates to help get you where you want to be.
GET AHEAD
Access to Software which allows you to test scenario options on decisions you are making, and the impact of this on your financial life. This could include working more/less, buying/selling property, impact of interest rates, saving more/less.
This includes a 30 minute zoom session to get you setup and show you how to use the software.
GET GOING
One off 60-minute Strategy session to look at where you are now, where you want to be, and review your scenario model using the software, and answer any questions.
Access to 4 zoom/phone calls throughout the year to support you.
