How does MyBudget work?

We provide caring money management, structure and support so you can enjoy a life free from financial worries. Our purpose is to help you eliminate financial stress by setting financial goals and providing a pathway to achieving them.

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Step 1

Call us today on 1300 300 922 or enquire online

One of our friendly consultants will talk with you, confidentially, about your situation. Together, you'll explore what MyBudget can offer you.

 

We'll answer any questions you have, and then book a free budget consultation with you.

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Step 2

Meet your money expert

At your initial consultation, one of our team will gather detailed information about your finances and work with you to create a customised budget plan to start achieving your goals.

 

Our consultants are highly-trained, with the specialist skills and knowledge necessary to help you build a pathway to financial freedom. They are also professionally trained in budgeting and debt management.

 

Most importantly, they genuinely care about you.

 

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Step 3

Manage your money

As a MyBudget client, you have 24/7 access to your budget via our secure members’ website and mobile app. Just like a bank account, you can view your balance at a glance and search transactions. But here’s the powerful difference: with MyBudget you can also see all of your finances forecasted for the next 12 months.

 

With the right budgeting tools and our support, you can have the confidence to make good financial decisions. Make a change to your budget and our system will immediately show you how it affects all of your future payments and projections. This visibility is vital to making sure you have the money for the things that matter.

 

If you need guidance with any aspect of your budget, our team is just a phone call or message away. We're ready to help.

FAQs

Your first consultation with MyBudget is absolutely FREE! During this consultation, we’ll work through your existing financial position, understand your goals and provide you with a roadmap to achieve them.  You will also receive a free personalised budget that is yours to keep.

There are no upfront fees. If you choose to join the MyBudget family, ongoing fees will depend on the complexity of the solution that we provide and maintain for you. These ongoing fees are worked into your budget so you never have to worry.

We exist to improve the financial health of our community, so our fees are designed to be affordable. Our clients often tell us that our fees represent great value for money.

Tap here for more information about our fee structure.

After your initial consultation, we're ready when you are.  We start working with you from that very first meeting. Typically, we'll start help managing your money from your next payday. Even before then, we can be planning for how you'll spend, save and pay down debts to make sure you know what's coming up.

Our people care about giving you the expert structure, solutions and support that you need to be financially fit.

We start by working with you to understand where you want to be in the future. Setting financial goals and having a plan to achieve them is the heart of what we do.

MyBudget strives to find a solution for every individual. Unlike an app or spreadsheet, our experts create a plan that’s specially designed to address your needs, priorities and goals. We go beyond tracking past expenses and help you to pave a path to the future.

We also understand that the hardest part about budgeting is sticking to it. That’s why we do the legwork for you. We can manage your budget, pay your bills, set aside savings, and even negotiate with organisations you owe money to (so you won't have to).

Succeeding is easier when you have a team of experts supporting you along the way. We keep you on track towards achieving your financial goals and aim to take all the hassle out of managing your money. This gives you space and support, so you can focus on the things that really matter. 

Taking charge of your money using the MyBudget service may be one of the best things you can do for your financial health.

We provide structure, support and care. We help you understand your financial position, set your goals and work to achieve them with you.

The best way to see if MyBudget is a good match for you is to speak with one of the team. Let's make a time to see how we can help you live the life you want, free from money worries.

For more information on this topic, tap here.

What we do

Ready to live the life you want free of money worries? Here's how we help.

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We create a tailored budget for you

First, we go through your finances with you to create a budgeting plan. This plan is designed to help you achieve your financial goals and reduce your money worries.

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We do the work and save you time

We pay your bills for you, manage your expenses and can even contact organisations calling you about late payments. You can relax, knowing that we're here to help.

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We teach you to be better with money

MyBudget helps you make the right decisions with your money. It's easier to do the right thing when you have good visibility, guidance, and control over your finances.