How It Works

Book Your Consultation

When you book your free Money Manager Service consultation you will meet your personal consultant, they will analyse your current situation and come up with a way to structure your budget that will allow you to live the way you want, while setting you up to get reach your pre-determined savings goals or reduce your debt.

Your Account Setup

After your consultation we will setup your Budget Connect account. This account will be used for to pay your bills on your behalf, distribute funds as agreed on in your initial consultation and establish your savings goals.
You will be provided with a statement at the end of each month that will give you full visibility of your progress!

Make Adjustments

We understand that flexibility is just as important as discipline, when you look at your regular statements, you can request any changes with your personal consultant, they will then provide you an updated forecast and any support to keep you on track to your savings goals.

The Final Step

The final step is also the most important. Sit back, relax, and watch your financial future flourish day by day as we look after everything.

Have You Got Any Questions?

Want to know more? Not sure what to expect? Follow the link below to arrange your free appointment to talk over your questions

Personalised Annual Budget
Bill Comparison
Money Manager