Savings Plan

A System That Tracks All Your Finances

Are you tired of Not Knowing Where All Your Money Goes?

Ever wondered why businesses do accounting and know where they spend their money BUT individuals don’t. Well now you can Book-keep your personal finances and we help you know where everything comes and goes. Have the platform to save and measure improving your net worth and create true wealth.

We can even include Tax return for you and your partner.

We can personalise your life into your accounting incorporating your investments such as Dividends, Investment properties and reconcile to your accounts, credit cards and loans.

Suitable for Landlords, individuals or families wanting to know where there money is coming and going, and seeking to align personal goals with financial plans.

More details

Why Do this?

  • Control your spending;
  • Know where all your money is going;
  • Plan you savings;
  • Setting a savings goal;
  • Have a platform to set budgets; Reduce debts and create savings surpluses.
  • Make you banking easy for bill paying and debt reduction success;
  • Make it easy for track your tax deductible expenses;
  • Have historical income and spending data, so you can compare your progress to previous years.
  • Have a net worth statement, so you can target and measure your wealth growth.


What is the solution?

  • A customised scoreboard of all your personal incomes and expenses;
  • A listing of your assets such as bank accounts and investments, superannuation. A listing of your debts such as Credit Cards and your home loan. Giving you a bottom line net worth figure. This is a key financial figure, you can set goals for and measure progress on.
  • Using customised income accounts in your life such as wages from work, rental incomes and expenses of rental properties, dividends on shares and interest on bank accounts.
  • Using customised expenses accounts in your life such as household bills, entertainment, vehicles, holidays, beauty and medical.
  • You can even segregate your self employment business with detailed income and expenses.

What does this cost?

  • Monthly Investment is $220 per month.
  • This includes your set up.
  • Online accounting software subscription.
  • includes your Annual tax return for you and your partner’s individual tax returns, wealth creation support and tax minimisation strategies.
  • Bi annual financial coaching sessions and savings plan update with goal setting meeting.
  • Videos on how to use your online software.
  • Cancel any time with one months notice.
  • Guaranteed scoreboard and knowing your personal finances better, provided you take our steps.


Book in for a Free meeting about your goals now and simply provide some details in the form below.

Meet your business meeting