Who are we

Bill Butler is the future for financial advisors, and your tool in combating Robo Advisors. We can help you gain previously unprecedented access to your client’s finances; allowing you to provide the insight to attract and retain your clients.

We take the hassle out of cash flow management and forecasting so you can focus on what you do best.

Bill Butler brings together best practice personal finance thinking with innovative financial services platforms. It leverages off technology to provide efficient, secure, affordable and managed personal finance services which ensure the must have tasks are managed and money is optimised.

1300 245 528
enquiry@billbutler.com.au

Who are we

Bill Butler is the future for financial advisors, and your tool in combating Robo Advisors. We can help you gain previously unprecedented access to your client’s finances; allowing you to provide the insight to attract and retain your clients.
We take the hassle out of cash flow management and forecasting so you can focus on what you do best.
Bill Butler brings together best practice personal finance thinking with innovative financial services platforms. It leverages off technology to provide efficient, secure, affordable and managed personal finance services which ensure the must have tasks are managed and money is optimised.

1300 245 528
enquiry@billbutler.com.au
Benefits available to Financial Advisors
Trailing commissions allowing for a
steady and constant cash flow
Reduced client turnover with
deeper levels of engagement
Increased client satisfaction

More productive Financial Advisors

  • On demand client reporting
  • Administration work done on your behalf
  • Frees up Financial Advisor so they can focus on providing strategic advice and identifying additional products for the client

Increased profitability

  • Holistic view of client financial lifestyle across all accounts and expenses
  • Provides more opportunities for
    upselling and cross-selling
Be seen as an essential in the
client’s life and add a barrier to
clients leaving your firm
Become a partner today

How Bill Butler Works

Bill Butler takes the stress, and the time, out of managing your finances. As part of our simple step set-up process you
simply redirect your pay into your client bank account and we take care of the rest.

how it works

Benefits available to your clients

Bill paid on time, every time
Reporting at your fingertips – monthly expense updates, quarterly savings projections as well as debt reduction progress updates
No more annoying correspondence – not only will you no longer receive your invoices and bills; administration tasks will also be handled by your butler on your behalf
Cash flow spike management – have peace of mind knowing when a bill falls due there will always be the money there to pay it
Annual Cash Flow Plan
Assistance to achieve savings goals
Reduce debt and generate wealth sooner with a tailored plan
Integrated Self-serve client portal – view all of your financial information from the one location
Best Deals Concierge – have a dedicated team looking for the best deals for you, saving you money

Benefits available to your clients

Bill paid on time, every time
Reporting at your fingertips – monthly expense updates, quarterly savings projections as well as debt reduction progress updates
No more annoying correspondence – not only will you no longer receive your invoices and bills; administration tasks will also be handled by your butler on your behalf
Cash flow spike management – have peace of mind knowing when a bill falls due there will always be the money there to pay it
Annual Cash Flow Plan
Assistance to achieve savings goals
Reduce debt and generate wealth sooner with a tailored plan
Integrated Self-serve client portal – view all of your financial information from the one location
Best Deals Concierge – have a dedicated team looking for the best deals for you, saving you money
Features avaliable to your clients
Cash Flow Forecasting
Bill Payments
We take the stress, and time, out of managing your bill payments. As part of our service, we redirect all of your bills to your Butler who ensures your bills are paid on time every time, reducing late fees and interest charges. You can have confidence it is all being sorted, without having to lift a finger.
Client Reporting
Cash Flow Management
A holiday? A new car? Even just groceries? Our cash flow management system means you will always have the money to do the things you want without having to rely on credit cards. As part of our service we work out exactly how much money you need, and when, and ensure it is readily available.
Client Reporting1
Strategic Insight
Move the dial on your finances, get real-time feedback and see where you are spending your money. At Bill Butler, we know feedback, and transparency, is the key to any good financial plan. You always have complete control and transparency over your finances, this allows you to make those small financial changes which will benefit you for years to come.
Increased opportunities
Cash Flow Forecasting
With easy to use portals you can see exactly where you will be financially in the future. You will have peace of mind knowing you are hitting your goals, and are on track to achieve your dreams. At every stage your Butler will have developed your financial forecast, allowing you to see what your finances should look like in 12 months’ time. This allows you, or your financial adviser, to focus on the strategic decisions of how you want to grow your wealth.

Referral Partner Packages

Professional

Bill & Debt Payments
Savings/Investment transfers
Butler Cash Flow Monitoring
Cash Flow Spike Management
Integrated Self-Serve Budget Portal
Integration with Financial Goals
Integration with Financial Advisor
Monthly Financial Leak CheckIn
Quarterly Cash Flow Planning
Quarterly Deep Dive Analysis & Feedback

Executive

Professional Package Plus
Best Deals Concierge
Tax Paperwork & Accountant Communications
Handling of larger transaction volumes
Dedicated Financial Butler

Note: Fee includes fair use -15 transactions/month inclusive in Professional package – averaged over 3 months.
Introductory Offer –
$850 establishment fee for all new clients until end of July.
Referral Partner Discounts

Following our philosophy of more time for you, we focus on providing value for all our referral partners.
As part of our partnership we provide the following:

  • A dedicated campaign focused on identifying your clients, their readiness for additional services and customer satisfaction levels
  • Marketing campaigns providing you with strategic insight on your customers
  • Dedicated marketing collateral ensuring your clients have the right information at the right time
  • Professional sales staff who will be able to contact all of your clients on your behalf to sell Bill Butler

If you were to run a similar campaign agency fees and staffing costs would see you have to invest more than $11,000.