How It Works
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.
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!
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.