Mortgage Strategy 101 – Ep 11. How to set Money Goals so that budgets are a thing of the past!

In our video series Mortgage Strategy 101 Ep. 11 David shares with you how you to set up your Money Goals so that you get weekly feedback on your ‘Fun’ (recreation) and ‘Life’ (variable necessities) spending from offset buckets within your Money Management System.

Budgets are simply a moment in time and need to become a permanent fixture within your Money Management System spreadsheet that is tweaked and updated as your fixed expenses change!

To learn more – contact us directly for a complimentary mortgage strategy meeting!

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Step 1 – Plan – Understand you

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For those of you looking for fiercely independent mortgage strategy advice, we also offer a fee for service option. We provided this option long before The Royal Commission into Banking was a thought bubble in some politicians mind!

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