- Are you in need of some extra help when it comes to your budget?
- Do you have control of your money each week?
- Does it slip through your fingers too easily?
- Are you paying off your credit card every month on time, but then using it to live off for the next month?
- Do you have 6 months wages in an emergency account for possible job loss or sick family members that you need to care for?
At Secret Budget™ we have a number of proven methods to help you get on the path to living an enriched life.
- One to one Money Mentoring
- Back to Basics workshops
- Money Foundations - Seminars for couples preparing to marry
- Financial Literacy for Teens and Young Adults
- Financial Literacy for your Workplace
What is Money Mentoring?
Now is the time to take back control of your money. You've worked hard for it and made sacrifices along the way - don't blow it!
Here at SecretBudget.net, our Money Mentors share their money management success with you in face to face consultations in your home or if more convenient, over the telephone. Our proven methods for managing the household budget and cash flow have created incredible success for many families over the years.
Our aim is to show you how to reduce your debt, save more money and implement long and short term goals. We will share with you our 5 simple steps to help you implement a realistic and managable budget.
What is the process for a personal Money Mentor?
Initial Contact with us
Our Money Mentor will contact you within 24 hours of your payment receipt to schedule your appointment. There will be homework to complete prior to your session and you need to have this across to your Mentor at least 48 hours before your appointment to enable them to go through your details.
Your Money Mentor Sessions include:
- Goal Setting
- Cashflow Management
- Debt Analysis
- Wealth Analysis
Your Money Mentor will work with you to determine what it is that you really want and where your money is really going. We highly recommend that you book another mentoring session after one month - it is proven that it takes 30 days to form or change a habit. At this session we can review what worked and what didn't work for you, fine-tuning your plan. There is no obligation for you to do this.
Budget Intervention
Sometimes you just need someone to come in and help you get started from scratch. Our Money Mentor will come to you and implement systems to enable you to manage your budget more effectively and to get on the path to savings. The Budget Intervention includes...
- Goal Setting
- Cashflow Management
- Debt Analysis
- Wealth Analysis
- Previous 12 month Household Expenses Analysis
- Budget Formation
- Bill Payment System
Your Money Mentor will supply you with folders, dividers and worksheets to get you organised and on track. We highly recommend that you book another mentoring session after one month
- it is proven that it takes 30 days to form or change a habit. At
this session we can review what worked and what didn't work for you,
fine-tuning your plan. There is no obligation for you to do this.
The information provided on this web site should be considered
educational in nature, but it is not a substitute for legal or professional
financial advice. If you believe you need the help of a Certified Financial
Planner or other investment counselor, please seek a qualified professional.
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