BUILD YOUR MONEY PLAN

Master Your Finances Without Feeling Like You’re on a Budget.

The Building a Money Plan programme is for those looking to manage their money effectively without the pressure of traditional budgeting.

You’ll build a personalised, sustainable money plan that brings ease and control to your finances.

We’ll set you up with a customised online financial system, offering hands-on guidance as you track spending, set goals, and monitor your progress.

This programme is based on behavioural economics, helping you understand your financial behaviour in new ways, beyond conventional accounting.

What’s Included in the Programme?

The programme includes core mentoring sessions and preparatory work to assess your current financial situation.

You’ll begin by reviewing your past financial habits, identifying your Money Personality, and understanding the needs driving your behaviour.

From there, we’ll work together to build your personalised money plan, including setting up financial ‘buckets’ to help manage your income and spending effectively.

Throughout the programme, we’ll check in regularly to ensure you stay on track and provide monthly bonus resources packed with tips and insights to keep improving your money management. After completing the programme, a follow-up session will help review your progress and make any necessary adjustments.

The Building a Money Plan programme offers personalised financial guidance with a focus on accountability, practical financial literacy, and creating realistic money strategies without traditional budgeting.

You will gain peace of mind, flexibility, and control over their finances, helping them achieve meaningful goals like paying off a mortgage or saving for a big trip.

The programme adapts to life changes and supports ongoing financial growth. After completion, participants continue to receive monthly resources and support to stay on track with their financial journey.