BUDGETING ADVICE

WHAT IS BUDGETING / IT IS ALL ABOUT CASHFLOW?

Whether in business or personally knowing where your money comes from and goes is important.

Budgeting is the starting point that can help bridge the gap between where you are now and where you want to be.

It involves setting goals, gaining a clear picture of money coming in and going out, and identifying saving opportunities.

Budgeting can be difficult when you’re starting out. Talking to a budgeting professional at Oakwood will help set you on the right track to meeting your goals.

HOW WE CAN HELP

Let's get started, contact us to get your tailored cashflow and budget advice, here are some tips.

The process:

Populate our budgeting template with your earnings and expenses
Meet with Oakwood in person or online to discuss your 1, 3 and 5 year money goals, and what you value spending your money on.
Oakwood will provide a report containing budgeting advice to meet your goals
Quarterly check-ins to review and ensure your budget is still working for you.

GOALS WE CAN WORK TOWARDS

12 months – Saving for a holiday

3 years – Reduce Credit Card / HECs debt

5 years – Buy / Upgrade your house