Boost your savings and unlock hidden wealth with a budget spreadsheet that works.

Learn about the “Rule of 20” and how you can use it to tame your spending habits and free up more of your hard earned money.

Why set up a budget?

Great question.

A wise person once said “It’s not what you earn, it’s how much you keep of it that counts”.

So many people earn good money but manage to spend it all because they have no control over their finances. With this guide, you can be almost guaranteed to find ways to save more of the money that you earn but, more importantly, you’ll learn a mindset of understanding where and how your money is being spent.

With the knowledge that you’ll gain, you can see how you can still keep doing the things that you like now, but also save for the future as well.

What makes this budget different?

You’ll learn how to break down the cost of the things you buy – like your daily coffee or a new car – and see how those expenses will impact your ability to save and invest for your future.

We teach you:


      • How to convert monthly and quarterly expenses into weekly and annual figures – and why it’s important to do this
      • How to free up money from your budget to put towards goals that are important to you
      • The importance of small amounts here and there and how they can work FOR your goals or AGAINST them

Does it take long to set up?

No. If you’ve got access to either your recent bank statements or online banking, you should be able to set up a decent baseline budget within about 30 minutes. Once you’ve read the workbook that comes with the budget spreadsheet, you will want to spend some time playing around with the figures to see just how much you can save along the way.

What’s the first step?

Download the budget spreadsheet and workbook!

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We’ll send you copies of the spreadsheet and workbook so you can begin to unlock your financial future!

Read the workbook and then fill in the spreadsheet.

You’re now on your way to being fully in control of your money and being able to make decisions that will impact you for the rest of your life!

What’s the next step?

If you’ve filled in a budget and have realised that you have more options than you previously thought and would like to speak to someone about your circumstances, give us a call and we can start to show you some of the options available to you.

We recommend that you book a coffee meeting to see if we’re a good fit for each other.

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