Budgeting & Cashflow rev

Budgeting
& Cash Flow

Budgeting Couple

Take control of your finances

Does the word “budget” give you chills?

Combining technology with experience, the team at New Wave Financial Planning can take the stress out of your budget and cash flow management and put you in control of your finances.

We can help by providing a clear snapshot of where you are and illustrate the path you’re currently on. From there we can then provide alternative scenarios based on simple, but effective changes.

We use cash flow software that data feeds all your financial accounts daily, to provide you clear understanding of your money.

The budgeting process begins by understanding your exact inflows and outflows. Money Smart provide a free budget spreadsheet that can help categorise your finances. Once we have a clear snapshot, we can clarify your goals and design a unique path to illustrate how you can achieve your goals. A clearly defined budget will give you control of your money and allow you to reach the goals you want whether they be:

  • Paying down debt
  • Being able to holiday regularly
  • Save for your first home or investments
  • Put money aside for your children
  • Or simply build up a cash buffer

 

Contact us today to begin taking control of your money.

Budgeting Software

GET MORE OUT OF YOUR Budgeting & cashflow

WHAT’S OUR PROCESS?

Free Initial Consultation

In our initial complimentary meeting we will listen to your goals and aspirations. We will then cover in detail the services we provide and explain how we help people achieve their goals

Research

Utilising our broad knowledge base, and ensuring compliance with relevant rules and regulations, we undertake detailed research to ensure we have considered all aspects of your situation.

Strategy

Here we will identify and evaluate a range of  strategies based on achieving your goals, and confirm their suitability for best meeting your needs.

advice

We will present you with a Clear & Concise plan to achieve the goals that you set out. This will include all the ‘nuts & bolts’ information and the various steps to be taken to meet your goals.

implementation

Simple – this step is putting the plan into action.

review

We will meet with you AT LEAST once a year to ensure your plan remains relevant and you are still on track to meet your goals.