How it works

1

Begin Your Journey

The first step of any journey shouldn’t be hard, that’s why right at the beginning you get access to a financial butler who helps and supports you at every stage. Your butler helps you to get a handle of where you are at financially. The outcome is a snapshot of your finances, including spending habits and cash flow trends.

I want to begin

1

Begin Your Journey

The first step of any journey shouldn’t be hard, that’s why right at the beginning you get access to a financial butler who helps and supports you at every stage. Your butler helps you to get a handle of where you are at financially. The outcome is a snapshot of your finances, including spending habits and cash flow trends.

I want to begin

2

Analyse and optimise time

To reclaim your time, your butler takes an in-depth look at your current financial management structure. Your butler works with you to hand over all of the administration of your finances. As part of this step, we begin bill and debt management, and ensuring your cash flow is optimised to achieve the best outcomes for you.

Handle my finances

2

Analyse and optimise time

To reclaim your time, your butler takes an in-depth look at your current financial management structure. Your butler works with you to hand over all of the administration of your finances. As part of this step, we begin bill and debt management, and ensuring your cash flow is optimised to achieve the best outcomes for you.

Handle my finances

3

Determine what’s important to you

With your finances optimised, your butler empowers you to decide how you want your money to be managed. Your butler provides a strategic picture of your money, so you can make financial decisions based on your values. Within the financial success package this step is repeated every 90 days, to ensure we are hitting your goals and are continuing to drive your wealth creation activities forward.

This step also makes recommendations on which services you should look at switching to save money, without having to sacrifice your lifestyle.

Optimise my finances

3

Determine what’s important to you

With your finances optimised, your butler empowers you to decide how you want your money to be managed. Your butler provides a strategic picture of your money, so you can make financial decisions based on your values. Within the financial success package this step is repeated every 90 days, to ensure we are hitting your goals and are continuing to drive your wealth creation activities forward.

This step also makes recommendations on which services you should look at switching to save money, without having to sacrifice your lifestyle.

Optimise my finances

4

Develop your goals

Planning for your financial success is of utmost importance to your Butler.Your goals may be as simple as maintaining your lifestyle and paying your bills, or something more ambitious. Your butler takes the time to talk to you about what your goals are, and ensures your Cash Flow Management Plan is focused on achieving them.

Hit My Goals

4

Develop your goals

Planning for your financial success is of utmost importance to your Butler.Your goals may be as simple as maintaining your lifestyle and paying your bills, or something more ambitious. Your butler takes the time to talk to you about what your goals are, and ensures your Cash Flow Management Plan is focused on achieving them.

Hit My Goals

5

Develop your plan

Your butler develops your personalised Cash Flow Management Plan with you. This plan is based around your personal financial situation, your values and goals. This will form your roadmap for the next 12 months with Bill Butler, and is reviewed on either a quarterly or annual basis, depending on your package.

Start My Plan/a>

6

Implement the plan and
reap the rewards

With your plan approved, your butler implements it on your behalf; this step involves a final handover of your financial administration. All bills are redirected to your butler who ensures each and every bill is paid on time, every time. Your finances are tracked and managed to ensure your cash flow plan stays on track.

Never worry about your finances ever again.  Your butler is on your side helping you achieve financial success.

Reap My Rewards

6

Implement the plan and
reap the rewards

With your plan approved, your butler implements it on your behalf; this step involves a final handover of your financial administration. All bills are redirected to your butler who ensures each and every bill is paid on time, every time. Your finances are tracked and managed to ensure your cash flow plan stays on track.

Never worry about your finances ever again.  Your butler is on your side helping you achieve financial success.

Reap My Rewards

7

Enjoy your time

Your finances are now fully managed by your butler.

Know that you are moving towards personal financial success. With full transparency of activities through your client portal, regular snapshots and strategic financial insight reporting delivered regularly and check-ins when needed. All handled by your Butler.

Now spend your time doing the things you love.

Start My Journey Now

7

Enjoy your time

Your finances are now fully managed by your butler.

Know that you are moving towards personal financial success. With full transparency of activities through your client portal, regular snapshots and strategic financial insight reporting delivered regularly and check-ins when needed. All handled by your Butler.

Now spend your time doing the things you love.

Start My Journey Now

Let My Butler Deal With It