Choose a Bill Butler Package that helps you reach your financial goals.

Bill Butler is your silent partner in Personal Financial Success.

Our packages are designed to ensure your finances are handled with ease.
Hitting your financial goals has never been easier.

Financial Freedom
Basic Set and Forget Package
Full Bill/Debt Handling
Cash Flow forecasting
Cash Flow spike management
Emergency Savings Buffer
Annual Cash Flow Plan & Review
Annual Coaching & Feedback Session
Milestone Alerts
Set Programs
Basic Cash Flow & Savings Program
Debt Reduction
Loan Readiness
Credit Improvement
Financial Success
Take your finances to the next level
Financial Freedom Package PLUS
Savings/Investment Transfers
Monthly budget tracking & reconciliation
Quarterly Cash Flow Plan & Goal Review
Quarterly Coaching & Feedback session
Monthly Financial Leak Check-in
Bespoke programs aligned to Financial Goals
Financial Advisor Strategies integrated
Financial Advisor reporting updates & notifications
Dedicated Butler Servicing
Financial Success Package PLUS
Dedicated Butler assigned to your account
Handling of higher transaction volumes
Business and private transaction reporting
Accountant communication for Investments/Tax
Integration across multiple investments
Longer term forecasting to identify savings and issues
Reconciliations across all spending categories

* All Plans include Dedicated Client Bank Account, Integrated Self-Service portal, Full Budget & CashFlow Portal setup, Goal Setting Session & On-Demand strategic reporting. Weekly subscription fees includes 15 transactions/mnth free. All plans attract a once off set up fee and are based on your plan requirements.  All fees will be quoted at the time of your initial enquiry. Debt Negotiation and Hardship Payment plans are able to be implemented by our specialist teams, if required.