Personal Finance Snapshot

Getting you organized

Understanding your goals and objectives

Establishing your short term priorities

We will prepare a summary of your income and spending over a 3 month period.

Review your finances to give you an insight of your financial situation

Fee: $990.00 gst incl.

Finance Management

Getting you organized

Understanding your financial goals and objectives

Establishing your short, medium & long term priorities

Creating your personal Cash flow statement

Creating your personal Budget& Forecast statement

Tracking and maintaining your financial outcome for 12 months.

Monthly Review of your financial statements

Fee: $ 3900.00 gst incl.

Debt Reduction

Review your loan commitments

Prepare Financial analysis

Research comparable loan structures

Prepare Financial Statements

Review Credit Card debt

Advice on appropriate lending structures.

Advise & Mentoring

We also provide financial support and mentoring which is tailored to suit individual circumstances.

Should you require a personal consultation please call me directly to discuss your requirements.

Fee charged at $165 p/hr gst incl.