Annual Check Up

Printer-friendly versionSend to friendPDF version

Not everyone needs ongoing help and motivation to get their finances back into shape.

What if you only want someone to have a look over your finances and give you some personal tips on where you can improve things to get your money back under control.

You already have a budget but some times its just a bit hard to stick to it when life gets in the way. Want some tips on how to handle those unexpected or great opportunities life throws at you without completely blowing your budget?

Whether your household budget is a family budget or budget for one we will give you some money tips and saving ideas to make the most of your money.

If this sounds like you then sign up for our Annual Check Up to get your personal finances into shape with The Personal Trainer for your Money ®

Our Annual Check Up includes:

  • A 1/2 hour telephone consultation to kick off the process and find out whats troubling you
  • A review of your existing budget
  • A final 1 hour telephone consultation to go through our money tips to get your budget back on track and for you to ask any other money questions you have.

The Annual Check Up is available for only $195.00 AUD including gst.

 

To book an Annual Check Up contact us today

Navigation

Contact Us

(07) 3103 1516

(07)3102 8577

PO Box 683, Coorparoo, Qld 4151

Contact Us

Our Philosophy

We want to help you achieve your financial goals by:

  • Sharing our knowledge & experience,
  • Teaching you how to make your money work,
  • Understanding your current position,
  • Collaborating on your financial action plan, and
  • Coaching you through the tough times so that you stay on track