As an Individual or Family Does This Ring True For You?
- Leaving school, leaving home or getting a first job
- Starting tertiary studies
- Buying a significant object/first car
- Getting a mortgage/buying a home
- Getting married/teaming up with a partner
- Adding to the family
- Living with children or teenagers
- Getting divorced
- Planning a holiday, rennovating or have a special project
- Investing in Property
- Thinking of retirement
Cashflow Solutions for Individuals
We can support you with:
- Creating a set of cashflow items for income and expenditure specific to you
- Wishlist - setting priorities for financial needs and wants
- Simulatimg a cashflow forcast based on your information
- Life stage planning - single, partnered, family, retired - cashflows specific to your stage of life
- Provide you with options to record your actual expenses
- Ongoing support - checking in and reviewing the plan based on your actuals
- Project cashflow and planning - rennovating, buying something big, planning a holiday, wedding or preparing for school fees - whatever your personal project might be
On-Going Support for Individuals
Did You?
Cashflow Angels can help you by:
- have your cashflow forecast but want to know if this is what you’re really spending
- want to compare your MYOB entries to your cashflow forecast
- just want a call to see how you’re tracking
- need reminders when key bills and invoices are due
- have lots of changes to implement but no time to do it
- have lots of new information that’s not in the cashflow forecast
Cashflow Angels can help you by:
- providing you with a solution to record actual expenses - pen & paper or electronic - we’ll give you a template which relects your personalised Chart of Accounts
- importing your MYOB records and comparing actual figures to your cashflow forecast
- revising your cashflow items - amounts, timeframes, new items - and creating an updated cashflow forecast to keep you up to date
- sending you Alerts reminding you about bills, invoices and other important financial issues
- just catching up - in person, by email or on the ‘phone to help keep you on track
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Support
It’s hard to consistently stay on top of your financials on your own. Cashflow Angels can offer you our ongoing support and we can tailor it to suit you. Think of us as a personal trainer for your money.
