Let's Talk About Your Financial Future
Questions about budget planning? Not sure where to start? We're here to guide you through every stage.
Questions Organized by Your Journey
Before You Start
What's included in the budget review program?
How long does a typical review take?
Do I need prior financial knowledge?
What documents should I prepare?
During Your Program
How often will we meet for sessions?
Can I adjust my plan mid-way?
What tools do you use for tracking?
How do you handle unexpected expenses?
After Completion
Will I receive ongoing support?
How do I maintain my new budget?
Can I come back for updates?
What happens if my situation changes?
Ongoing Questions
Do you offer group workshops?
Can family members join sessions?
What's your refund policy?
How do I schedule follow-up reviews?
Send Us a Message
Fill out the form below and we'll get back to you shortly. Whether you're curious about our approach or ready to start your budget review, we're here to help.
What We Cover in Budget Reviews
Income Analysis
Understanding your income streams and identifying opportunities for stability.
Expense Tracking
Breaking down where your money goes and finding areas for improvement.
Goal Setting
Creating realistic financial goals and building actionable plans to reach them.
Emergency Planning
Building financial cushions to handle unexpected situations with confidence.
Monthly Reviews
Regular check-ins to adjust your strategy and stay on track with changing needs.
Ongoing Support
Continued guidance as your financial situation evolves over time.
Visit Us or Call
Office Hours
Monday to Friday: 9:00 AM – 5:30 PM
Saturday: 10:00 AM – 2:00 PM
Sunday: Closed
We also offer evening appointments by arrangement.
Response Times
Email enquiries: Within 24 hours on business days
Phone calls: Typically answered during office hours
Voicemail: We return calls same day when possible
Weekend messages receive replies on Monday morning.
First Session Booking
Initial consultations typically start in September 2025
We recommend booking 3-4 weeks in advance
Virtual sessions available for those outside Sydney
Bring recent bank statements to your first meeting.