The Money Matters Program steps through practical techniques for families to manage their finances simply, to create a plan for the future that doesn’t compromise your current lifestyle.
CONNECT
- Understand each other’s priorities for a life that works for you both
- Work together to reduce arguments and wasted money towards a common goal
- Get on the same page about what to spend and what to save
REVIEW
- See if there’s more income available
- Prioritise the spending that is important and doesn’t compromise your lifestyle
- Make sure your investments are working for you
- Review the bank accounts needed for your unique situation
DREAM
- Discuss your short term dreams to make sure you have fun now
- Dream about the future of your family and the legacy you want to leave
- Think about the type of life you want to live together
PLAN
- Set up your finances and life for a healthy and happy retirement
- Create your debt free plan
- Create the legacy you want to leave for your kids or community
- Make sure the plans you put in place will work for your family, now and into the future
By intentionally working with your money, you can give it the respect it deserves, and it will look after you.
It's time for you to be intentional with your money.