Claim Your 1st Month Free!
To ensure that you start on your journey to become Financially Fit we would like to offer you exclusive access to our personal Money Coaching program, which includes the Savings App.
It’s like having a personal trainer to help you get your budget and savings plan in shape.
Combine expert advice and support with our new Savings app which makes it easy to track your spending and achieve financial freedom. By joining our Money Coaching program you automatically receive 1 months free access to our Savings app allowing you to:
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See all your money together in one place on any device
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Create a personal budget
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Always know how much you can spend
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Track how you are actually spending your money
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Set-up and manage your bills
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Identify how to save money on household expenses
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Never forget to claim an allowable tax deduction again
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Receive alerts & an activity feed to help you stay on top of things
No Pain, No Gain – We Will Help You!
The most powerful feature of the app is the ability to share your data with your Money Coach.
Your Money Coach can then help you with things like categorising transactions, creating Budgets and staying on track.
Our Coaching Formula
This is how it works
1) We listen – to understand your goals and current financial position
2) We mentor – our investment and money coaching services help to maximise your savings
3) We target – achievable milestones each month so you can measure progress
4) We monitor – we work with you to identify spending habits
5) We minimise – any potential money being wasted so you can accelerate your ability to save
6) We support – we understand that this requires commitment so we’re always here to help
7) We review – your progress at the end of each month and celebrate the wins together
8) We build – a sustainable ongoing plan to achieve financial independence and personal wealth