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.