How it works
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 our team who helps and supports you at every stage. We help 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.
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 our team who helps and supports you at every stage. We help 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.
Analyse and optimise financial management
Bill Butler takes an in-depth look at your current financial management structure. We work 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.
2
Analyse and optimise time
Bill Butler takes an in-depth look at your current financial management structure. We work 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.
Determine what’s important to you
With your finances optimised, you are empowered to decide how you want your money to be managed. we are 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.
3
Determine what’s important to you
With your finances optimised, you are empowered to decide how you want your money to be managed. we are 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.
Set your goals
Planning for your financial success is of utmost importance. Your goals may be as simple as maintaining your lifestyle and paying your bills, or something more ambitious. We take the time to talk to you about what your goals are, and ensures your Cash Flow Management Plan is focused on achieving them.
4
Set Your Goals
Planning for your financial success is of utmost importance. Your goals may be as simple as maintaining your lifestyle and paying your bills, or something more ambitious. We take the time to talk to you about what your goals are, and ensures your Cash Flow Management Plan is focused on achieving them.
Develop your plan
We develop 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.
5
Develop your plan
We develop 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.
Implement the plan and reap the rewards
With your plan approved, Bill Butler implements it on your behalf; this step involves a final handover of your financial administration. All bills are redirected to us and we ensure 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. We are on your side helping you achieve financial success.
6
Implement the plan and reap the rewards
With your plan approved, Bill Butler implements it on your behalf; this step involves a final handover of your financial administration. All bills are redirected to Bill Butler, we ensure 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. We are on your side helping you achieve financial success.
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