Budget Support – (DIY Option)
Includes
- Access to the More Time Financial Wealth Portal
- A Monthly Budget and Goals Report to make sure you stick to your budget and are on track to reach your financial goals
Money Management Support (Online Support Only)
Includes
- Access to the More Time Financial Wealth Portal
- A Monthly Budget and Goals Report to make sure you stick to your budget and are on track to reach your financial goals
- Follow-up Online or Phone meeting every 3 months to check your progress
- Ongoing Email + phone support to review your plans
Money Management Plus +
Includes
- Access to the More Time Financial Wealth Portal
- A Monthly Budget and Goals Report to make sure you stick to your budget and are on track to reach your financial goals
- Follow up Face to Face, Online or Phone meeting every 3 months or if your circumstances change to check your progress
- Ongoing Email + phone support to review your plans
- Full access to a financial planner + Support team as required
- Unlimited “What If” Discussions
- Annual Face to Face Financial Review Meeting
