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Welcome to the Spending Shakedown program

Published on November 5, 2018 4:54 am, by

We’re excited to offer you the opportunity to join our Spending Shakedown program.

Over Spending Shakedown program delivers a quick hit of spending control and savings opportunities. It’s the fastest and most effective way to stop spending and start saving. It’s like a high intensity workout for your finances. Perfect to help make sure you’ve got enough saved for Christmas, an upcoming holiday, a special occasion or a big upcoming expense.

Over 8 weeks we’ll help you:

  • Setup your MoneyBrilliant account, connect all you accounts and setup all your assets and liabilities
  • Analyse your spending to find the best savings opportunities
  • Set priorities – both for the short term and the long term
  • Implement the changes you need to make to save as much as you can, as fast as you can
  • Track your progress

Yo will also be invited to join an exclusive Facebook Group just for Spending Shakedown program participants where you can share ideas on managing money and talk with your Money Coaches.

You will need to comply with some basic rules to help make sure you get the results your are looking for. The rules are:

  • You must have a MoneyBrilliant Plus subscription (this will cost you $9.90 a month or $99 for a year)
  • You must connect at least your main transaction bank account and credit card (assuming you have one) to your MoneyBrilliant account and do whatever else might be necessary to have your main income and expense data coming into MoneyBrilliant – we need this data to help you
  • You must complete the initial MoneyBrilliant profile setup questions accurately – we need this data to help you
  • You must make a reasonable effort to complete each of the tasks we give you. If you don’t we may kick you off the program
  • The Spending Shakedown program is for customers only – so if you are an adviser, accountant or mortgage broker and you are interested in the program please contact us directly

Places on each Spending Shakedown program are limited. If you register and miss out we will put you on the wait list for a future program.

To register send an email to spendingshakedown@moneybrilliant.com.au

 

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Peter is the CEO of MoneyBrilliant. He has over 20 years experience in banking, insurance and accounting. Peter has three sons, ranging in age from 16 to 3, is a sport and fitness fanatic and a volunteer firefighter. He is passionate about improving people's lives through making financial services more accessible.

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