Seeking Partners passionate about Client Financial Success 

We work collaboratively with our partners to help clients achieve their financial ambitions. By providing hands-on money management support for clients and reporting to their Advisors, together we can ensure the client is tracking towards success.

Are you ready to join us in this journey?

Enquiries 1300 998 797

To discuss partnering, enter your details and we will call you back

Seeking Partners passionate about Client Financial Success 

We work collaboratively with our partners to help clients achieve their financial ambitions. By providing hands-on money management support for clients and reporting to their Advisors, together we can ensure the client is tracking towards success.

Are you ready to join us in this journey?

Enquiries 1300 998 797

To discuss partnering, enter your details and we will call you back

Benefits of Partnering with Bill Butler

Assist your client to achieve their financial goals.

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Increased Opportunities

Through partnering with Bill Butler you will:

✓  Get help with clients or prospects that are struggling with financial disorganisation and/or debt issues

✓  Increase your ability to convert and retain prospective clients that are not yet “Advice Ready” (Planners)

✓  Retain clients that are not “Finance ready” (Brokers) and get them the finance they want when they are

✓  Keep marginal clients on track

✓  Accelerate existing client progress toward their future investment goals

 

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Client Retention & Referral

Build your client value proposition with opportunity notifications.  Key client milestones and opportunities alerts eg: debt pay down, windfalls, savings goals are provided to Advisors. Advisors can, in turn, act proactively and engage regularly over client financial strategies building their value to clients as a trusted Advisor.

Get help with challenging client scenarios for both your existing and referred clients. Bill Butler provides, not only client cash flow and budget management, our team has extensive experience in Debt Negotiation, Debt Settlement and Debt Pay Down management.

Your clients can feel confident referring friends and family to you knowing you have access to a full range of financial services.

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Cash Flow Forecasting

Our intelligent forecasting system helps us to seal the everyday financial leaks that chip away at client financial goals.

We provide the client with strategic insights into cash flow management to assist them

  • To plan for any future shortfalls
  • Commence their financial strategy sooner
  • Work towards improving their available cashflow
  • Achieve their financial goals

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Client & Advisor Reporting

Feedback and accountability are key motivators for change. We provide regular and ongoing feedback to clients of their financial goal progress and coaching to ensure they stay on track.

For their Advisors – we provide milestone alerts and change updates to assist our Partners with proactive financial strategic management.

Benefits of Partnering with Bill Butler

Assist your client to achieve their financial goals.

Increased Opportunities
n-increasedopportunities

Through partnering with Bill Butler you will:

✓ Increase your ability to convert and retain prospective clients that are not yet “Advice Ready” (Planners)

✓ Retain clients that are not “Finance ready” (Brokers) and get them the finance they want when they are

✓ Keep marginal clients on track

✓ Accelerate existing client progress toward their future investment goals.

Client Retention and Referral
n-clientretentionreferral

Build your client value proposition with opportunity notifications.  Key client milestones and opportunities alerts eg: debt pay down, windfalls, savings goals are provided to Advisors. Advisors can, in turn, act proactively and engage regularly over client financial strategies building their value to clients as a trusted Advisor.

Get help with challenging client scenarios for both your existing and referred clients. Bill Butler provides, not only client cash flow and budget management, our team has extensive experience in Debt Negotiation, Debt Settlement and Debt Pay Down management.

Your clients can feel confident referring friends and family to you knowing you have access to a full range of financial services.

Cash Flow Forecasting
n-cashflowforecasting

 

Our intelligent forecasting system helps us to seal the everyday financial leaks that chip away at client financial goals.

We provide the client with strategic insights into cash flow management to assist them

  • To plan for any future shortfalls
  • Commence their financial strategy sooner
  • Work towards improving their available cashflow
  • Achieve their financial goals
Client and Advisor Reporting
n-clientreporting

 

Feedback and accountability are key motivators for change. We provide regular and ongoing feedback to clients of their financial goal progress and coaching to ensure they stay on track.

For their Advisors – we provide milestone alerts and change updates to assist our Partners with proactive financial strategic management.

Why your clients will love Bill Butler?

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Money made simple

We take the stress, and time, out of managing money. Clients don’t have to spend any more wasted hours sorting through countless bills, budgets and bank accounts, this is handled by a Butler. They can focus on what really matters –  family,  friends and what they excel at. We deal with the financial admin so your clients don’t have to.

Refer a Client

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Generate wealth & time

We provide your clients with financial structure.  Your client can focus on achieving their financial goals and dreams, knowing their everyday finances are managed. Their butler takes the time to understand their financial goal, and ensures structures are in place to make them happen. This may be as simple as maintaining their lifestyle together with ensuring there is a surplus to fuel wealth strategies.  Checkpoints are also established to provide feedback to keep it all on track.

Refer a Client

icon3

No more bills – no more late charges

We simplify financial management for clients down to discretionary items, by handling client bills including correspondence. Redirection of bills means a Butler can ensure discounts are achieved for on-time bill payment, every time. With no late fees or interest for things that can be avoided. Our simple pre-approval system enables fixed and variable bills to be managed with ease. Your clients can have the confidence it is all being sorted without lifting a finger.

Refer a Client

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Information at their fingertips

We empower clients to make the financial decisions that matter with financial reporting at their fingertips . When a client is not burdened with the administration of managing  everyday finances they start to focus on the decisions that progress their financial success. Habits become clearer, opportunities are more readily identifiable.  Reporting helps a client to take charge of their money and make it work even harder.

Refer a Client

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Their precious time back

The biggest benefit of Bill Butler is freeing up time to focus on strategy rather than detail. Your client won’t have to spend another hour worrying about bills and money transfers or reconciling their budgets to ensure their plan is on track. Simple alerts and feedback systems are in place to keep clients accountable to their own goals.  You won’t have to focus on budget discussions to ensure their financial strategy is in place. Life is already a juggle, spend time doing things you love and excel at.

Refer a Client

Why your clients will love Bill Butler?

Money made simple
Money Made Simple We take the stress, and time, out of managing money. Clients don’t have to spend any more wasted hours sorting through countless bills, budgets and bank accounts, this is handled by a Butler. They can focus on what really matters –  family,  friends and what they excel at. We deal with the financial admin so your clients don’t have to.

 

 

 

Generate wealth and time
We provide your clients with financial structure.  Your client can focus on achieving their financial goals and dreams, knowing their everyday finances are managed. Their butler takes the time to understand their financial goal, and ensures structures are in place to make them happen. This may be as simple as maintaining their lifestyle together with ensuring there is a surplus to fuel wealth strategies.  Checkpoints are also established to provide feedback to keep it all on track.

 

 

 

No more bills – no more late charges
We simplify financial management for clients down to discretionary items, by handling client bills including correspondence. Redirection of bills means a Butler can ensure discounts are achieved for on-time bill payment, every time. With no late fees or interest for things that can be avoided. Our simple pre-approval system enables fixed and variable bills to be managed with ease. Your clients can have the confidence it is all being sorted without lifting a finger.

 

 

 

Information at their fingertips
We empower clients to make the financial decisions that matter with financial reporting at their fingertips . When a client is not burdened with the administration of managing  everyday finances they start to focus on the decisions that progress their financial success. Habits become clearer, opportunities are more readily identifiable.  Reporting helps a client to take charge of their money and make it work even harder.

 

 

 

Their precious time back
The biggest benefit of Bill Butler is freeing up time to focus on strategy rather than detail. Your client won’t have to spend another hour worrying about bills and money transfers or reconciling their budgets to ensure their plan is on track. Simple alerts and feedback systems are in place to keep clients accountable to their own goals.  You won’t have to focus on budget discussions to ensure their financial strategy is in place. Life is already a juggle, spend time doing things you love and excel at.

 

 

 

Bill Butler opinion

Some see walls other see opportunity

Survivor meet Wealth Builder

Over at the Acorns blog, Jackie Lamb has a nice piece contrasting wealth-builders with survivors.  The key difference being mindset. Notice I wrote “mindset” and not […]

Women dreaming about her financial success

Free spirits and dreamers achieve your financial vision

There’s no point in pretending we’re all built the same. If you and your partner (or your mum, or your best friend) take the cognitive […]

How do we hit the target?

CPA Australia fails to gain traction in the advice market

Article published in Independent Financial Advisor (IFA), in response to previous article on disgruntled CPA’s. After nearly two years, CPA Australia fails to get traction […]

the same old thinking and disappointing results, closed loop or negative feedback mindset concept  - a napkin doodle with a cup of coffee

The Art of Failure 5 reasons why you are failing yourself financially

There are many things in life that we focus our attention on and put our best into; however when it comes to personal finances, many […]

The road to success is always under construction

Your Financial Success Checklist

Checklists can help for all large life goals. They help by providing milestones, and by breaking down that seemingly insurmountable goal into more manageable chunks. […]

Bill Butler opinion

Some see walls other see opportunity

Survivor meet Wealth Builder

Over at the Acorns blog, Jackie Lamb has a nice piece contrasting wealth-builders with survivors.  The key difference being mindset. Notice I wrote “mindset” and not […]

Women dreaming about her financial success

Free spirits and dreamers achieve your financial vision

There’s no point in pretending we’re all built the same. If you and your partner (or your mum, or your best friend) take the cognitive […]

How do we hit the target?

CPA Australia fails to gain traction in the advice market

Article published in Independent Financial Advisor (IFA), in response to previous article on disgruntled CPA’s. After nearly two years, CPA Australia fails to get traction […]

the same old thinking and disappointing results, closed loop or negative feedback mindset concept  - a napkin doodle with a cup of coffee

The Art of Failure 5 reasons why you are failing yourself financially

There are many things in life that we focus our attention on and put our best into; however when it comes to personal finances, many […]

The road to success is always under construction

Your Financial Success Checklist

Checklists can help for all large life goals. They help by providing milestones, and by breaking down that seemingly insurmountable goal into more manageable chunks. […]

Credit Score - What is yours?

Is it time to review your Credit Score?

With recent changes to Veda’s credit scoring methods, it is time to ensure your financial behaviour isn’t jeopardising your credit score. Unless you have recently been […]

Partnering with Bill Butler benefits you and your clients.

Want to find out more?