After a weekend of smashed avo and treating yourself, do you find yourself avoiding the dreaded (but inevitable) moment of checking your bank account? Are you stuck in the headscratching, nail-biting cycle of wondering “where did my money go?!”
You’re not alone. From online shopping to booking spontaneously holidays and paying off ALL THE bills, it’s easy to fall into happy-go-lucky, credit-card-swiping habits. Cash mysteriously disappears, while your savings go on rollercoaster-style dips.
It’s time for you to regain control of your spending, and start setting smart savings goals to future-proof your dream lifestyle.
What are you saving for?
Dream big, dig deep, save big and go get your goals!
I need a reality check, please!
Use our super handy calculator to see how you’re currently tracking.
Regardless of the specific savings goal you’ve set yourself, you should always be saving for a rainy day and your future.
You don’t have to be a Christmas Scrooge, but you need to take charge of your financial literacy and stay accountable for where your money goes. Rather than begging mum, dad or your best mate for a charitable donation.
Once you’ve got that down pat, you’ll truly experience the joy and empowerment of financial freedom.
Spending Money?
How much will it cost me?
I spend money each week and need to see my annual cost. This could be your daily coffee.
Saving Money?
I have set my goal!
How much do I have to put aside each week?
Let's transform your spending and
start hitting those budget goals!
Tailored financial coaching to keep you accountable, backed by a budget planner and expense tracker app for everyday simplicity.
HOLD MY HAND
Give me everything!
This is perfect for individuals and couples who don’t know where to start, but are ready to get their finances in order.
Comprehensive financial coaching and support to help you build healthy saving habits and reach your goals.
- Meet up when you are kicking off and then check ups at the end of month 1, 3, 6 and 12 to keep you on track
- Access to a Personal Xero file to track expenses and show reports on monthly spend
- Customised account set up
- Assistance to link your bank accounts with Xero so you can see where you money went
- Assistance to set up regular spend money accounts to help speed up the processing
Investment
- Month 1 $212.99, then $39.29 per month for 12 months.
- Continue past 12 months and the monthly fee drops to $11.99 with pay as you go meet ups
Extra bits
- Add a budget at the end of 3 months to help set a goal – $88
- In a hurry and want to see your spending habits for the last 12 months? We can import your bank statements for you – $69 per bank account
BOOST ME UP
Meet me halfway!
You have some financial literacy but need an expert to coach you on how to achieve your personal goals.
Tailored financial coaching to fine-tune your saving efforts and successfully achieve your personal goals.
- Meet up when you are kicking off.
- Access to a Personal Xero file to track expenses and show reports on monthly spend
- Customised account set up
- Assistance to link your bank accounts with Xero so you can see where you money went
- Assistance to set up regular spend money accounts to help speed up the processing
Investment
- Month 1 $207, then $11.99 per month
Extra bits
- Need a bit more guidance and want to book some time? Contact us for some one on one time – $99
- Add a budget at the end of 3 months to help set a goal – $88
- In a hurry and want to see your spending habits for the last 12 months? We can import your bank statements for you – $69 per bank account
JUST THE PERKS
Almost at the finish line!
You have the financial know-how, but you want to have full control via an expense tracking/ budget planner app.
We’ll set you up with a personalised expense tracking and budgeting planner app, so you can keep a close eye on everything.
- Already Xero Savvy, and looking at doing this for myself
- Access to a Personal Xero file to track expenses and show reports on monthly spend
- Customised account set up
- Assistance to link your bank accounts with Xero so you can see where you money went
- Assistance to set up regular spend money accounts to help speed up the processing
Investment
- Month 1 $107.00, then $11.99 per month
Extra bits
- Need a bit more guidance and want to book some time? Contact us for some one on one time – $99
- Add a budget at the end of 3 months to help set a goal – $88
- In a hurry and want to see your spending habits for the last 12 months? We can import your bank statements for you – $69 per bank account
Why Xero? This is a secure platform that has the ability to link to you bank accounts and have feeds from different banks to allow you to see everything on one screen. Fabulous app on the phone. Take photos of receipts if you need them for warranty or you tax return. Online version has files to enable you to store your receipts in an order so that you can find them. Saves time from digging through boxes of receipts.
How it works?
Financial accountability and expense tracking, made simple.
Depending on your personal circumstances and goals, we’ll help you to select the best financial accountability package for your needs.
Always cheering you on and coaching you to maximise your savings potential, our packages cover:
- A thorough analysis and understanding on where your money is going
- Learning how to organise and categorise your expenses
- Tracking and staying accountable for your expenses
- Setting goals and planning savings
- Reviewing your budget goals and addressing potential gaps
- Personalised coaching over the phone or via Zoom
- Set up and training on how to use our expense tracking and budget planning app
Let's get the ball rolling (and the savings piling up!)
Who's cheering me on?
Meet Jodi, the budgeting wizard behind Where Did My Money Go
With over 20 years’ experience in finances and tax and over 5 years a Profit First Professional, you can say I’m a little obsessed with helping people gain control over the spending and reaching their savings goals.
I’m ready to share all my know-how with you, and get you back on track towards making that dream lifestyle possible, without emptying your bank account.
Let's Chat
Learn more about Where Did My Money Go and how we can help you financially prepare for your future.