No budgeting required. I refuse to budget which is why I automate all my finances.Our Program automates your planning so that you don’t have to make ongoing decisions.
People are not very engaged with products or advice they just want good outcomes.
What we do is sit down with people and find out a little bit about what they are doing with their finances and what they would like to do financially and to help work through what is possible and action things.
ADVICE BETWEEN THE FLAGS
