It’s our mission to
Our mission is to empower you with financial knowledge through expert education, guidance, and coaching.
We simplify cash flow management, making it easy and enjoyable,
while providing the tools and systems you need to confidently take control of your financial future with confidence!
Our vision is to empower Australians from all walks of life with the financial knowledge, tools, and resources they need to achieve lasting success.
With financial literacy at our core, we provide expert education, support, coaching, and mentoring to help individuals take full control of their financial future without taking any financial control away from them.
We are more than just a service – we are your partners in financial growth.
We are committed to delivering real results with heart, ensuring complete client satisfaction through unwavering support and genuine connections.
Our flexible, friendly, and professional approach ensures that every client receives personalised guidance, realistic solutions, and access to our trusted network of industry professionals.
You are our future, and we are dedicated to seeing you thrive.
Your success is our success, and we are here to help you build a brighter financial future – one step at a time.
Seven months.
That's how long it took our clients to go from "we don't want to be mortgage-free" to celebrating complete debt freedom.
๐ก๐ผ๐ ๐ฏ๐ฒ๐ฐ๐ฎ๐๐๐ฒ ๐๐ฒ ๐ฟ๐๐๐ต๐ฒ๐ฑ ๐๐ต๐ฒ๐บ. ๐๐ฒ๐ฐ๐ฎ๐๐๐ฒ ๐๐ฒ ๐ฏ๐๐ถ๐น๐ ๐๐ต๐ฒ๐ถ๐ฟ ๐ฐ๐ผ๐ป๐ณ๐ถ๐ฑ๐ฒ๐ป๐ฐ๐ฒ.
Month 1-2: Showing them the numbers
Month 3-4: Running scenarios (when they finally saw it)
Month 5: Decision made to sell
Month 7: $830,500 auction, debt-free
Every month mattered. Every conversation built on the last. Every scenario showed them something new.
๐ง๐ต๐ฎ๐'๐ ๐๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฐ ๐๐ฟ๐ฎ๐ป๐๐ณ๐ผ๐ฟ๐บ๐ฎ๐๐ถ๐ผ๐ป.
Not overnight fixes. Not quick hacks. Just consistent, strategic work that builds toward freedom.
We achieved our own debt and mortgage freedom in 2022 at 39 years old. We know this journey takes time. We know how to walk beside you for as long as it takes.
๐ช๐ต๐ฎ๐ ๐ฐ๐ผ๐๐น๐ฑ ๐๐ฒ๐๐ฒ๐ป ๐บ๐ผ๐ป๐๐ต๐ ๐ผ๐ณ ๐๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฐ ๐๐ผ๐ฟ๐ธ ๐๐ป๐น๐ผ๐ฐ๐ธ ๐ณ๐ผ๐ฟ ๐ฌ๐ข๐จ?
๐ Book your discovery meeting: www.yourbudgetmates.com.au
๐ Read the seven-month transformation: www.yourbudgetmates.com.au/debt-mortgage-free-in-their-40s-greta-jasons-your-budget-mates-story/ ... See MoreSee Less
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Not everyone gets how a budget is supposed to work. But when you have the right tools in place it becomes simple, easy and fun - this is what we teach you.
Over the years we have helped accountants, mortgage brokers, commercial bank managers all to thrive in their household budgets - transitioning them from chaos to a life of structure.
It's important to note that we help all people - not just those in finance. But those in finance? You would expect them to be the 'expert' in their fields, and whilst they are - so many just don't know how a budget works. It's shocking.
Be careful when following the 'experts'. This is Katy Gallagher, Australiaโs Minister for Finance, a position she has held since May 2022.
Clearly no idea how a budget works!
When working with budget 'experts' please work with those that get you, that you know, like and trust. Those that know how it's done (have done it time and time again) and have a track record of success.
Don't take budget advice from people who have not achieved the goals that you want to achieve for yourself. That goes for us too.
Always challenge your experts - make sure they are the right fit, that they know what they are doing. If you can't have tough conversations with your team you have the wrong team. ... See MoreSee Less
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And having a budget that allows you to do this is masteryโฆ ... See MoreSee Less
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Our client had a decision to make.
Keep their investment property or sell it.
๐ช๐ฒ ๐ด๐ฎ๐๐ฒ ๐๐ต๐ฒ๐บ ๐ฏ๐ผ๐๐ต ๐ผ๐ฝ๐๐ถ๐ผ๐ป๐. ๐๐๐น๐น๐ ๐บ๐ผ๐ฑ๐ฒ๐น๐ฒ๐ฑ. ๐๐ผ๐บ๐ฝ๐น๐ฒ๐๐ฒ ๐๐ถ๐๐ต ๐ป๐๐บ๐ฏ๐ฒ๐ฟ๐.
Not "you should do this." Just "here's what each path looks like."
Path 1: Keep the property. Fixed rate expires February 2026. Cashflow gets crushed. Continue treading water.
Path 2: Sell the property. Clear the home loan. Protect the family home. Restart from strength.
๐ง๐ต๐ฒ๐ ๐ฐ๐ต๐ผ๐๐ฒ ๐ฃ๐ฎ๐๐ต ๐ฎ.
Seven months later: Completely debt-free. $830,500 auction result. Their 40's unlocked for real wealth building.
This is what strategic planning looks like. Not pushing our agenda. Showing you the options and letting YOU choose with complete clarity.
After 9 years, we know that the best decisions are the ones YOU make with full visibility. Our job is to give you that visibility.
๐ฅ๐ฒ๐ฎ๐ฑ๐ ๐๐ผ ๐๐ฒ๐ฒ ๐ฌ๐ข๐จ๐ฅ ๐ผ๐ฝ๐๐ถ๐ผ๐ป๐ ๐๐ถ๐๐ต ๐ฐ๐ผ๐บ๐ฝ๐น๐ฒ๐๐ฒ ๐ฐ๐น๐ฎ๐ฟ๐ถ๐๐?
๐ Book your discovery meeting: www.yourbudgetmates.com.au
๐ Read the decision-making story: www.yourbudgetmates.com.au/debt-mortgage-free-in-their-40s-greta-jasons-your-budget-mates-story/ ... See MoreSee Less
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