Three Steps to Savings.
The Best DIY Budgeting Guide available.
Efficient, effective and delivered to your email today.
-
Step 1: Map your goals.
This is a two part endeavour. In the first week of the series we help you take stock of where you are and map where you want to go. Your finances shouldn’t be drifting - and when they’re in the worst shape is when people are most tempted to look away. Don’t ignore your financial future, but don’t worry - after two weeks you won’t be dwelling on it, either!
-
Step 2: Meet the enemy.
Ever wondered why you haven’t managed to make a budget work? Or why money keeps running out? Your brain is usually the enemy of savings and earning. Sounds crazy, right? But research shows that money mindsets and clever marketing conspire to keep you in a steady financial state. If it’s not your ideal state, it helps to face the enemy head on. Learn what makes you tick, or spend, and how to workaround who you are, to let your money do what you really want.
-
Step 3: Make that budget.
After two weeks of prep - you’re ready. Writing a budget and making it stick can’t be done without the pre-work of figuring out where you want to go and figuring out what’s stopped you getting there already. But it’s also quite an easy part! You may find that you need to work on your spending, earning or saving to reach your goals. There’s no better time than the present. At the end of the series you’ll have an opportunity to ‘skip the queue’ and book an appointment with one of our trained financial mentors if you wish, too.
