Stressed, Maxed Out and No Plan

  • Personalised plan tailored to their unique situation.
  • Repaired strained relationship and arguments from spending money.
  • Removed reliance on credit card for all purchases (paid off and closed).
  • Collaborated with Financial Planner to setup advanced investment strategy.
  • Collaborated with mortgage broker to remove guarantor (once budget was solid).
  • Left our program with over $30,000 within established back up buffers, investment funds, and trust and love restored.