Financial Literacy Program

 

We will work with you on a 1:1 weekly basis to identify current spending behaviours: what’s working, what’s no & why that behaviour is occuring.

 

We help you with areas such as understanding income, managing a budget, paying bills and savings.

 

What is an example of a session?

We start sessions by discussing what you would like to achieve from our sessions and what your budget worries are.  We there go through your current spending and discuss what is important to you.  From there I help you make a budget and assist you in completing any payments that need to be made and we track your spending.  A budget without tracking your spending is pointless.  We will also help you with your understanding of things such as banking, income, bills. 

Why is it a 12 week program?

Over 12 weeks we generally get a more complete idea of your spending habits.  Think of me as your personal trainer for your spending.  12 weeks we can create good habits.

Why do we see each other every week during the program?

Seeing each other weekly allows us to keep up with spending and allows us to talk through any money decisions you want to make.  It also means we can act quickly if there has been over spending. 

Can I have a family member or support worker with me?

Absolutely!  Talking about money can be intimidating to begin with and having someone you trust with you can make you more comfortable.

How do I pay for the service?

We will invoice your plan manager.  It can be funded from Capacity Building or Core at this stage.  

Do you manage my money?

No! We do not take over any control or management of your money.  Our role is to assist you with being independent, taking over goes against our core beliefs. 

Where are you located?

We now have amazing staff in Western Sydney, Melbourne, Brisbane and Adelaide.  Thanks to zoom we are now able to offer our service Australia wide.

What are common reasons to do this program?

Often participants will want one or more of the following:

1. They want to spend less (reduce shopping spending)

2. Want to save for something

3. Need to repay debts

 

Its very common for everyone to not fully understand where all their money goes.  This program is designed to simplify your money management and to understand exactly what you are spending and why.

 

 

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