Review Your Budget & Understand Your Money. - know your income - know your expenses - from top to bottom
Access expert guidance, practical tools, and a customised strategy designed to help you achieve your financial goals. Our services empower you to take control of your finances, whatever stage in life you are up to.
Let’s Simplify Everything About Money-Management Together
Anyone can do it !
With each step, we will change how you handle money together. We have helped hundreds of Australians better their lives and their future with the below plan.
Complete a Utilities & Home Loan Health Check. - are you on the most competitive rates available to you? let's see
Save $2,000 for Your Base Emergency Fund. - just in case something small gets in your way on this journey let's see
Attack Your Consumer Debts! - hint - not your mortgage. - they need to go and you know it - go and never come back
Save Your Essential Emergency Fund Amount. - life comes at you hard, and at the worst time imaginable! be prepared (different levels apply per circumstance)
Review Your Budget Again - Your Money Has Now Changed. - you know your income & expenses - you're consumer debt free - now what?
Complete a Retirement & Superannuation Health Check. - are you on the right path for retirement? is your super working for you? let's see
Time to OWN Your Home. - the mortgage is next, it is time to go - go and never come back
Time for Intelligent Investing & Generational Wealth. - no matter your preferred method, time to make your money work for you and your next generations
Set & Celebrate New Goals & Milestones. - what have you always wanted to do? the bucket list items we never thought possible
Services & Packages
Package 1 ESSENTIAL PACKAGE
$69 per week ($299 billed monthly)
What You Get:
- 1x 50 min Video Calls Per Month
- Follow Up Action Plan Emails
- Personalised Monthly Budget Created to fit your Goals and Situation.
- Weekly Email Check in
- Utilities Review
- Mortgage Review
- Retirement Review
- Property Appraisal
- Property Purchasing Support
- All Trades Categories Contacts (on request)
- HFG Portal Access (coming soon)
Package 2 ELITE PACKAGE
$103 per week ($449 billed monthly)
What You Get:
- 2x 50 min Video Calls Per Month
- 2x Follow Up Action Plan Emails
- Personalised Monthly Budget Created to fit your Goals and Situation.
- Weekly Email Check in
- Utilities Review
- Mortgage Review
- Retirement Review
- Property Appraisal
- Property Purchasing Support
- All Trades Categories Contacts (on request)
- HFG Portal Access (coming soon)
Package 3 MEMBERSHIP
$19.95 per week ($86.45 billed monthly)
What You Get:
- Budget Created Following HFG Steps
- Quarterly Budget Review (must be member for minimum three months)
- Once off Utilities Review
- Limited Access to HFG Approved Partners
- 30% discount on 1:1 Packages
- HFG Portal Access (coming soon)
Package 4 ONCE OFF
Only Available After Essential OR Elite Package has been completed.
- Or Minimum Three Months on Membership.
What You Get:
- 1x 50 min Video Calls Per Month
- Follow Up Action Plan Emails