How does Your Spending Coach work?
We've been running a 'Spending & Savings' program in our advice business - Experience Wealth - since 2009. Your Spending Coach is based on all the things we've learnt and built over that time. Our CVP is we can help you drastically cut down the time it would take you to build your own process from the ground up. Our aim is to get you to 'Coach' standard within 3 months.
Why do you promote Xero & Moneysoft?
We promote Xero & Moneysoft because in our opinion they are the best solutions in the market to help you efficiently manage your Spending and Savings program.
There are other providers on the market that may offer a solution that is as good, but we believe our partners do a great job for us and our clients.
NB: We are not provided with any incentives to recommend Xero or Moneysoft - we do this because we want to.