Bill Butler is your silent partner in Personal Financial Success.

Our money management package is designed to ensure your finances are handled with ease. Hitting your financial goals has never been easier.

Financial Freedom – The Fundamentals

  • Fixed Bill/Debt Handling
  • Cash Flow forecasting
  • Cash Flow spike management
  • Emergency Savings Buffer
  • Savings/Investment Transfers
  • Monthly Budget tracking & reconciliation
    Monthly Financial Leak Check-in
  • Annual Cash Flow Plan & Goal Review
  • Milestone Alerts

Additional Packages Available:

  • Basic Cash Flow & Savings Program
  • Debt Reduction
  • Loan Readiness
  • Credit Improvement

* All Plans include Dedicated Client Bank Account, Monthly Statements and Goal Setting Session.  Weekly subscription fees includes 15 transactions/mnth free reconciled quarterly. All plans attract a once off set up fee and are based on your plan requirements and any add-on servicing.  All fees will be quoted at the time of your initial enquiry. Debt Settlement, Debt Negotiation and Hardship Payment plans are able to be implemented by our specialist teams, if required.

**Fixed Bills include bills that have a known frequency and amount.

 

 

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