myMoney PT

Track your spending and save with your own Money Personal Trainer


Are you spending more than you earn? Do you want to start a savings plan but don’t know how? Want to take control of your spending? Special event wedding/holiday/car purchase coming up and can’t pay for it? How does your wealth rating compare to the average?

According to ASIC’s MoneySmart website “57% of Australians are savers and of those who are saving 48% are saving for a home and 47% are saving for a holiday*

If you answered Yes to any of the above questions and would like to start saving a financial planner from MBA Financial Strategists can assist you develop a savings plan with our MyMoneyPT service.

How does MyMoneyPT work?

  • Come in and meet with one of our financial planners
  • They will go through your statements with you and identify and categorise what you are spending your money on – many people are surprised by the outcome!
  • They will then identify with you what your goals are:
    • Saving for your first home or unit
    • Saving for a new car
    • Planning a holiday
    • Or paying off debt
  • And then develop a budget to assist you achieve your goals and provide you with the appropriate tools to facilitate.
  • Once your budget has been established your financial planner can assist in monitoring your budgeting or you can use the budgeting tools yourself – it’s your choice

So you want to start saving today?

Don’t delay take control of your finances and request a free consultation with one of our financial planners

* MoneySmart brand tracking program, Sweeney Research January 2014 (n=1,380)

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