A monthly budget plan with a clear breakdown of your income and spending
Personalised guidance on money management and strategies to grow your finances
Ongoing support to help you stay accountable and consistent with your financial plan.

Benefits:

1. PROFIT AND LOSS STATEMENT - Get a breakdown of your spending

2. ⁠Advise on money management and how to grow your money. Tailored specially for you.

3. ⁠Tell us your profession let us lead you to more income.

Documents Required:

• All related Bank Statements (One month bank statements per month)
  
  When you get to the third month, we do your previous 9 month statement before you joined to be on a complete 12 month cycle. Then we continue month to month going forward.
  
  Please note the extra 9 months will only be done on your request.