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Are you ready to be your own bank, save money and invest for your future?

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Great at saving - just want to monitor it better

Okay at saving but things crop up and it never stays saved

Can’t save a thing - living pay to pay but want to start saving for a house / investments

Spend more than is coming in - can see debts & bills piling up and it’s got to stop

Always behind on bills because I forget to pay them or the payments bounce

Heaps of money saved and want to know how to use it better

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Please let us know what's on your mind. Have a question for us? Ask away.

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Money Skills in your Inbox

Short and sharp actions you can take to keep growing your money skills

FAQs

Paying money to someone to teach you how to stop spending money seems a bit weird, right? But our proven methods of tracking and teaching money management skills means that you will be better off in the long run.

Imagine your future where you can save money and splurge on the good things, while setting yourself up for your future… this can happen for you, whether you are a single income family, a double income family, single parent, new to the workforce or starting to think about retirement.

But what if I’m not good at maths?

What if I set it all up and then don’t use it?

How long should it take?

Will you tell me what to do with my money?

What if I track my spending and set up a budget and still worry about money?

Who will see my data?

Jodi Porteous is the subscriber of your Xero file, so may have access to it if she logs in. However she doesn’t have the time to log in and snoop on everyone’s personal data so will only log in if requested by you.

The administration team at Northwest Accountancy might see your names as the subscription is paid by Northwest Accountancy but they will not have access to your information.

See Privacy Policy for more.

Are you a Financial Adviser?

No. There’s heaps of training and certifications required for a Financial Adviser. I have coaching skills and Profit First certification, as well as real life experience in training and teaching money skills, as well as managing our own household finances for decades. I have worked closely with Financial Advisers and know that once you have your bucket of money ready to invest, and know your numbers, a financial advisor is the next person to speak to.

Why not just go see a financial adviser instead?

Still have questions?

It’s important that you understand what you are signing up for so please send all of your questions - no matter how silly they sound.

GUARANTEES:

I guarantee that in the unlikely event of you tracking, monitoring, and reviewing your spending, and still can’t find additional funds in your household to recoup the cost of the program, then Jodi Porteous will work with you 1 on 1 to find this money or will refund you double the amount you paid for upfront fees.

I guarantee that if you have a question that’s not answered in the FAQ’s - I will send you a personal video to address the answer.

I guarantee that when you show up to calls you will feel inspired and ready to take action, not feel shame, judgement or regret.

I guarantee that if you want to switch packages up or down, this will be processed quickly so that it’s resolved before the next direct debit payment date (if you give 3 days notice).