1. Register your free account
It only takes a couple of minutes and then your ready to go. Don't put off until tomorrow what you can get done today.
2. Access your personal planner
Confirm in the email we send you that it's really you and then head on back via the 'Log In' button. You can then check out the planner and all the additional features.
3. Set up your budget
Helpful video tutorials and emails make it simple for you to follow quick and easy steps to create your budget/plan so you can be confident you know exactly where you want your money to go.
4. Submit your plan
Once you have created your budget/plan, submit it to a Money Mentor who will review your plan for you absolutely free.
5. Receive helpful feedback
Our goal is to help you succeed so our feedback focuses on tips or strategies that have helped other clients succeed too.
6. Get Free coaching
Sometimes putting the plan into action or having the belief it will work needs a little personalised support. Schedule free coaching calls until your plan is working as it should.
7. Celebrate
Your on your way, the journey has started and that deserves a little celebration right!
The journey that will help you manage money smarter and ditch the stress of living pay check to pay check.
The journey that is going to have you achieving financial goals you once thought just weren't ever possible.
