Your Spending Coach (YSC)

is a complete Personal Money Management Program that helps your clients take control of their Spending and Saving. Our solution is designed to provide Financial Advisers, Mortgage Brokers and Accountants with all the tools needed to become your clients “Financial Coach”. In doing so you will help your clients::
  • Understand how they spend their money and know what a balanced budget looks like for them
  • Identify ways to create a banking solution that supports their spending and savings objectives
  • Stay accountable to their spending and savings goals each week and month.
  • Enjoy their lifestyle today, whilst still save for the future
Designed by Financial Advisers, YSC is based on an in-house Budgeting, Banking and Reporting solution that Experience Wealth has run in their business since 2009. The program has since become one of the most valuable advice areas for their business and added significant value to their clients.  Here’s proof that YSC will help your clients save money each year.

LLI-results

We believe Your Spending Coach is extremely valuable to those businesses that are…

  • Looking to diversify their offer away from ‘traditional’ areas
  • Focused on attracting more Gen X & Y clients in their business
  • Wanting to have more reasons to pro-actively contact clients throughout the year

The YSC program doesn’t just focus on the needs of the client. It’s also designed to help our Coaches overcome major hurdles to growing their business such as:

  • How do I get more engaged GenXY clients and what do they really want help with?
  • How do I demonstrate value for my ongoing services as soon as possible?

To find out more about the program download the program flyer

Get it now!