Let's transform your spending and start hitting those budget goals!
Find out where your money is going by tracking your costs daily (in as little as 5 mins over breakfast) and set your sights on goals so achievable that you actually hit them. In less than a month you can have your finances under control having set a household budget that actually works for you.
Workbook 1: Money Matters - Household Budget
Know Xero and ready to implement
You know Xero from business or bookkeeping. Let’s tailor it to your personal finances with a custom chart of accounts, helping you track spending, spot gaps, and make informed choices.
- Get your personal Xero file set up and handed over to you so that you can switch between you and your business files and stay on top of it all.
- With a chart of accounts that’s already set up for you, you can jump straight in and link up bank feeds and see where your money is going
- You will have access to the training videos for FAQs
Investment:
$99 upfront, then $22.50 per month
(cheaper than paying for xero yourself!)
Total cost $346.50 for the first year.
$270 for subsequent years.
Boost me up
Community learning & tracking software
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.
- Join our group training lessons to get familiar with how the software works and how you can set your focus so that your money has a purpose (available every time the training is available - no limit to the number of times you attend the group calls)
- Group Accountability calls and progress updates to keep you motivated to keep working on your finances
- Get your personal Xero file set up and handed over to you so that you have full control and access to see where your money is going
- With personalised categories already set up for your spending so you can jump right in and customise the way you want to see your money being spent
- You will have access to the training videos for FAQs
Investment:
$250 upfront, then $37 per month
Total cost $657 for the first year
$444 for subsequent years
Hold my hand
Personal & flexible support to suit your needs
This is perfect for individuals and couples who have big financial goals but don’t know where to start.
Comprehensive financial coaching and support to help you build healthy saving habits and reach your goals.
- Full VIP Access to all of my “Where Did My Money Go” teachings: the training videos for FAQs and any of the group calls PLUS
- Personal training lessons to get familiar with how the software works and how you can set your focus so that your money has a purpose
- Personal training to build your household budget based on what you want to spend your money on and save
- Personal training to review your spending habits and review differences between actual spending and expected spending so that you have the best chance of success
- Up to 6 personalised calls at times that suit you (expires after 6 months)
- Group Accountability calls and progress updates to keep you motivated to keep working on your finances
- Personalised check in calls at the 6 month and 12 month anniversary dates
- Monthly Prosperity Calls to meet with other advisers, improve your financial literacy and interact with others on the same journey, to build your wealth and be inspired with what others are doing
- Get your personal Xero file set up and handed over to you so that you have full control and access to see where your money is going
- With personalised categories already set up for your spending so you can jump right in and customise the way you want to see your money being spent
Investment:
$1980 upfront (or paid over 4 months), then $75 per month
Total cost $2,805 for the first year
$900 for subsequent years
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.
"Since working with Jodi in just 12 months we have done a 8 week trip to Europe. We have buffers in our accounts and are no longer stressed week to week. We are both self employed so having a solid spending plan has really helped us make our businesses work for us so we could set some solid goals in our businesses to live the life we wanted to.”
M Fiducia
"I just wanted to share our success story . Last week we successfully paid out our 7 year car loan 4.5 years early. When I called to close the account, the finance person couldn't believe it and kept asking how we had paid it out so early, assuming it had been illegal money 🤣 I feel so proud. We paid minimal interest also - just over $1,000 on a $52,000 car. Now for the next debt 😁😁"
Claire Sand
"Things have changed between my hubby and I. Since we had that discussion about putting money in the "Leaving Town" account we have been closer, had more fun, and been more open with one another about a host of things. So, thank you. Thank you for opening up that communication ❤️❤️❤️"
K from Karratha
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.
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).
Let's Chat
Learn more about Where Did My Money Go and how we can help you financially prepare for your future.