Hold my hand

Let's keep eyes on the finances so that your household budget is no longer something to fear, but something to celebrate

Let’s work together closely to build your household budget, start tracking your spending and highlight where did my money go with gentle hand holding and cheerleading

The HOLD MY HAND package includes:

  • 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
  • Personal training lessons (for you and your partner - if applicable) covering: Software familiarisation and how to use; How you can set your focus so that your money has a purpose; Building your household budget based on what you want to spend your money on and save; review your spending habits review differences between actual spending and expected spending so that you can set a budget that really works At times that suit you and your timeframes (6 calls expire at 6 months - but can be used in 4 weeks)
  • Full VIP Access to all of my “Where Did My Money Go” teachings: the training videos for FAQs and any of the group calls (join the live setup training calls as well to make the most of your personal training calls)
  • PLUS Personalised check ins 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

The HOLD MY HAND package doesn't include

  • I don’t pay your bills for you or take responsibility for your personal finances - that’s your job. I’m here to support, cheerlead, challenge and keep you accountable.
  • You don’t get 24 hour access to me. I still have to sleep, and I see clients in both of my businesses and when I am on a call I am 100% with that person. There will be delays in my response times depending on what’s going on with me. I do promise to get back to you as soon as I can, in the agreed format.
about
Investment:
  • $1980 upfront (or paid over 4 months), then $75 per month
  • Total cost $2,805 for the first year, $900 for subsequent years

Important!

Limited spots for this package are available and you may be added to a waitlist for your start date.

Show me the money, Jodi!

Hello there, you soon-to-be (wise) penny pincher!

I’m Jodi and the face behind Where Did My Money Go. With over 20 years’ experience in the finance & tax industry, one might say that I’m wildly passionate about teaching families how to take control of their money and financially prepare for the future.

But being conscious about money began at an early age, with my parents being the main inspiration. From an era where single incomes were normal, mum successfully raised a busy household of five by scrupulously making the budget stretch. Though money was tight as times, they purchased a block of land to provide security for their future and we still had the pleasure of going on regular family holidays, even if it was just to camp in the tent on the block of land.

That upbringing was crucial to forming my lifelong appreciation and understanding of how important it is to be accountable for your money and learning how to save – by making the most of the money that you have, living within your means but also setting up for your future at the same time.

Speaking of enjoying the rollercoaster that we all call life, when I’m not harping on about money and budgeting tips, you’ll likely find me travelling or enjoying time out on my boat.

Always was and always will be an adventurous spirit, I get a thrill from being out in nature and spending time with my family.  These days, my husband and I spend a lot of time exploring and camping in the beautiful Australian outdoors.

Anyhow, enough of me waffling on! I’m truly glad that you’re here and so excited to share my money-saving knowledge with you. I promise to keep it fun and simple, without the fuss and jargon.

You’ll walk away with financial literacy that will set you up to chase your dreams and live life with brilliant confidence.

Jodi-image
lets chat

Unsure which package is right for you?

If you want to chat about how you can get your biggest bang for your bucks when figuring out where did my money go, then let’s assess your current situation and find the right deal for you right now, knowing there is flexibility to change later on.

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).