Are you getting ahead?
Does your budget give you financial security and peace of mind?
Do you have concerns about your budget (or lack there of)?
Finances can be a major cause of stress and worry. However, finances can also be a source of security, peace of mind, hope and optimism. Creating excitement about what is actually financially achievable in the future.
David Koch affirms that "flying blind" is dangerous whether you have a lot or a little, and that without a budget you are looking for trouble.
The problem is that no one teaches us how to do these things! Thus, budgeting it is often put into the too hard basket or we have a tendency to over complicated it.
Having spent fifteen years in the finance industry it is very evident that people need assistance to budget. Budgeting, if done, is often over complicated or lacks control. I am thus offering a remote screen sharing, personalised and specialist budgeting service.
Together (via screen share) we create an annual budget, splitting expenses into fixed and discretionary. By utilising your bank accounts strategically, we create a personalised system which enables you to control your budget going forward. Discretionary expenses are generally where the budget blowouts happen, so, if you can get your discretionary expenses under control, this is where savings and wealth creation can be found.
Personalised remote service via screen share in the comfort of your own home.
Budgets created and control mechanism implemented.
Budgets Done!! No more procrastination.
No software program or app to master. No tracking every transaction.
No large upfront costs or ongoing fees.
No obligation or upfront payments required.
Pay once you are happy with the service provided.*
* Budgets done over two appointments. Each appointment costs $149 and will only be invoiced if you want to progress to the next stage.
Michael Murch MBA, Dip.FP