All the sexy stuff. Financial goals. Reviewing bank accounts. Budgeting. Tracking spending. Financial reporting and forecasting. Meeting to discuss progress. We know, this sounds boring. We should delete this FAQ. We can meet over coffee, wine or beer if that helps. Listen, when you feel good about your money you won’t mind catching up with us. We get all of the skeletons out of the closet really early on. And we have been doing this for years so we have seen it all before.
What's the difference between your online program, an ongoing arrangement, and the Cash. consult?
The online program is perfect for people who want to learn all the tips and are happy to implement it themselves. The Cash. consult is a one off, one-to-one meeting to provide the opportunity for questions specific to your situation and personalised solutions. The ongoing relationship is the ultimate in terms of accountability. It's all about you and what your going to do, to get to where you want to go.
How long is the ongoing arrangement for?
Everyone is different but we find 6 months a really good timeframe. A lot is sorted, good habits are formed and you are well on your way to success of achieving financial goals. Because of this the arrangement is 6 months. Beyond that you can just let us know when you are ready to run with it solo, you just need to give us a month's notice.
Can I do this myself?
You certainly can. There are a lot of great finance books and online content. We encourage everyone to be informed and masters of their own destiny. That being said, if you need help in the form of technical knowledge or accountability then contact us. We know it is easy to think you are going to do it yourself but actually getting around to it takes a lot of time, attention and expertise. If sorting out your finances has been on your radar and you still haven’t gotten around to it then today is the day to take action. Sometimes it is more effective to engage someone to help keep you focused on what is really important.
Why Do It?
Join us if you want to do more with your money or feel differently about your financial situation. We want you to love your money. It’s that simple.
Specifically, we think Cash. is perfect for you if you:
don’t know what your financial goals are but want to do more with your money,
know what your financial goals are but don’t know how to get there, or
you have tried to forge your own path financially and really want some expertise or financial coaching to give you confidence and peace of mind.
Our focus is for you to align your earning and spending to how you actually want to live your life.
I'm overseas or inter-state, can we still be money buddies?
Yes, we can. We have clients all over the world and with the beauty of technology we can still help. If you have wifi then we're good to go.
My Dad says I should go see his Financial Adviser. Thoughts?
We've been there. We get it. Our perspective is to see someone who you connect with. Someone who gives you practical solutions for managing your money and building your understanding of finances. Your Dad is likely to be in a different stage of life (and financial position). And, like anything, one solution does not fit all. So do your research, meet some people, and see what works for you. Just make sure you do something. An absence of a decision is not going to get you to where you want to go. Your Dad wants you to do something positive so find what works for you.