Spending Planner in Coffs Harbour • Tailored Spending Solutions

Learn how to reach your financial goals

Book a session with a Spending Planner and learn how to take control over your finances with your own personal Spending Plan.

Increase your staff's financial wellness

With our turn-key financial wellness program, your employees can learn a key life skill, reduce their stress and increase their productivity.

Meet your Spending Planner

Hi! I’m Andrew,

I am a Spending Planner in Coffs Harbour.

I help people take control of their finances by providing financial education, practical training and assistance in developing their own spending plan to get the lifestyle they want.

As a certified member of the Spending Planners Institute, l am trained to help you quickly achieve your financial goals!
I will show you how much money you have coming in, what you are spending and where you can make trade offs to come up with extra cash.
It’s also your first step in meeting your larger financial goals! With your personalised Spending Plan you will be better able to find the money you will need to achieve your financial goals.

Get financial guidance with a spending planner | Photo by Denise Jans - Unsplash

financial advice

What is financial wellness

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budgeting tips

10 tips to financial freedom

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What our clients say...

❝ Before I found my Spending Planner our finances were a mess. I would bury my head in the sand about bills and live with the positive thought that the money would come. ❞

❝ Easy to deal with and nothing is drama, takes away that stress because you know exactly where you will be from tomorrow and in 10 years time. Life Changing. ❞

❝ Now that the system is in place and working we both can see what is happening with our money and when a bill comes in we schedule payment because we can see clearly that if we stick to the spending plan the money will always be there in the joint account. ❞

Call Andrew on 0407 540 576 to book a consultation with a Spending Planner, in Coffs Harbour or online (via Skype or Zoom).

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Tailored Spending Solutions

We help people take control of their finances by a combination of financial education and practical training in the development of individual spending plans.

We are a Certified Member of the Spending Planner Institute.