Do you wish you could afford
Are you sick of living pay cheque to pay cheque?
Would you like to be able to pay your bills on time?
Do you wish you had more confidence in managing your finances?
If you said YES to one or more of the above, it’s time talk to a Spending Planner and take control of your finances.
Or phone Andrew on 0407 540 676 for a consultation.
Take control of your finances
Tailored Spending Solutions can help you achieve your financial goals by developing your own personal Spending Plan.
We genuinely enjoy assisting people to go from being worried about their financial commitments to being capable and confident of managing their day-to-day finances.
INTRODUCTORY SESSION
FREE 20min Discovery Call
During an introductory session, we will quickly review your current financial situation, answer your questions and find the best approach for you to achieve financial independence. We will explain the process of working with a Spending Planner and schedule a time to establish your Spending Plan.
SPENDING PLAN SETUP SESSIONS
90min SPENDING PLAN DEVELOPMENT SESSION
(each session includes 1 month FREE BUDGETING SOFTWARE)
During a Spending Plan session, we will :
1) IDENTIFY what you are spending your money on
2) DISCUSS what changes you could make to your current spending habits to gain control over your finances.
3) DEVELOP a personalised spending plan with you
4) SET an achievable strategy for you to reach your financial goals (e.g. pay off the credit card in 12 months or save sufficient funds for a house deposit)
5) TRAIN you to use our financial wellness tools
FOLLOW-UP SESSIONS
60min MONITORING & FINE-TUNING SESSION
(each session includes 1 month FREE BUDGETING SOFTWARE)
1) MONITOR that you are adhering to the Spending Plan,
2) CHECK that the plan is still relevant (eg: change in family situation)
3) FINETUNE your Spending Plan according to your new circumstances and expectations,
4) EXPAND your Spending Plan to reach your long term goals,
5) ONGOING ENCOURAGEMENT & MENTORING to keep you on track
6) DECIDE when you no longer require support from your Spending Planner because you feel empowered and in control of your finances.
Or phone Andrew on 0407 540 676 for a consultation.
We’ll work out what will be the best way to take control of your finances as quickly as possible, so you can live the life you really want NOW and not some time far off in the future!
If money has been stressing you out then this program can turn your life around.
I will guide you step by step to help you take control of your money stress and turn it into money success.
What our clients say...
Frequently Asked Questions
A Spending Planner will help you work out a weekly/monthly budget.
He can also give you practical guidance and tools to reach your goals, such as:
- Reduce debt and pay off credit cards
- Take control of your finances
- Buy a new car
- Plan a holiday (whether it’s a cruise or 6 months travelling around Europe)
- Afford to send your children to private school
- Qualify for a mortgage
- Buy a bigger house or investment property
- Be financially ready for extending the family
First, I will ask you to provide me with basic information on your current expenses and income.
We will then develop a spending plan for you.
We will discuss the proposed plan and whether you think that it is practical or not.
We will make the requested changes, according to your observations to make sure the plan is achievable and suited to your specific needs.
Yes! As the saying goes “Time is money” and the best time to take control of your finances is now.
A Spending Planner will clarify for you all the aspects of your budget that are holding you back.
Plus, Andrew is compassionate and non-judgmental. You definitely do not need to wait until you have your things together before you book a session.
Depending on your specific situation, Andrew will tell you what you need to bring during your discovery call (if you choose to have one before your Spending Plan Session).
For most people, it is helpful to bring:
- your last 3 payslips,
- 3 to 12 months of bank statements,
- your last utility bills (electricity, water, internet, mobile phone plans, etc),
- insurance bills (health insurance, car insurance, house & contents insurance, etc),
- a list of subscriptions or repayment plans you are committed to.
Book a session today
Introductory Session
20min-
UNDERSTAND how a Spending Planner can help you
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ASK questions specific to your situation
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DISCOVER if we are the right fit
Spending Plan Setup Session
90min-
IDENTIFY what you are spending your money on
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DISCUSS what changes you could make to your current spending habits to gain control over your finances.
-
DEVELOP a personalised spending plan with you
-
SET an achievable strategy for you to reach your financial goals i.e. pay off the credit card in 12 months or save sufficient funds for a house deposit
-
TRAIN you to use our financial wellness tools
Follow-up session
60min-
FINETUNE your Spending Plan
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EXPAND your spending plan to reach your long term goals
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COACH you on the best ways to reach your next financial goals & build wealth
Prepay and Save
We know our customers like savings.
After all, that’s why they see a Spending Planner in the first place!
Buy a 3-session package and save on your follow-up sessions. It’s also the best way to commit to a better financial future.
* The 3-session package is available only to our existing customers.
If you are a new customer, you will need to book a Spending Plan Setup Session first to get you started.
3-SESSION PACKAGE
3 x 60min-
PRE-PAY for 3 sessions and save
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SCHEDULE sessions in advance or at your own pace
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MAXIMISE your chances for success
Book a session now or call Andrew on 0407 540 576 for a consultation.
