How Our Personal Budget Planning Works

  • ARE YOU in control of your finances, or are your bills calling the shots?
  • Do you allow payments to go through, even though you don’t know what they’re for?
  • Do you fear nasty surprises every time you check the mail?
  • With the help of a qualified Financial Services Professional from Sort My Money, you can be so in control of your money that you’ll know what bills are in your mailbox before you even open it. In short, the ‘financial unknown’ will quickly become a thing of the past!
  • By taking back control of your finances, you get to cut out the waste, save the extra, and enjoy an increased standard of living – without having to increase your income or take on more debt. Rather than being at the mercy of money, we’ll teach you how to make your money work for you . . . by showing it just who’s in charge.
  • The first stage on this journey of empowerment is to contact us today for a consultation. We’ll talk to you about your income and your outgoings to establish whether we can help you.
  • For an affordable weekly fee Sort My Money will draw up and manage an optimised personal budget for you. To manage your personal budget for you, we open a bank account for you – to which you have 24/7 internet-banking viewing access – which your income gets paid into and your bills get paid out of, as well as provision for your living expenses. By managing your budget for you on a daily basis, Sort My Money uses its financial expertise to get your finances on track – by paying down debts in order of priority and building up a healthy level of savings.
  • If you’re suffering financial hardship, Sort My Money is licensed by the Australian Securities & Investments Commission to negotiate repayments with your creditors (those you owe money to) on your behalf. By becoming the main contact for these creditors, we give you peace of mind, and the money you save strengthens your overall cash-flow position.
  • As part of the management of your personal budget, Sort My Money will give you regular updates on your progress and tips to further optimise your finances. We’ll be with you every step of the way – organising the payment of every bill, facing every challenge and achieving every milestone together.
  • Contact us now and say goodbye to the old you. Embark on a journey of financial discipline and success that redefines what’s possible . . . for the rest of your life.