Financial Planning

Financial Planning

Financial planning starts and ends with you identifying your life goals, calculating the financial price of achieving those goals and understanding where you are on this financial journey today. MoneyButler will then work with you for many years into the future, until your financial goals are achieved.


We know financial challenges are different for every client. Sometimes we’re asked;


  • Can you help me make sure that I never run out of money…ever?
  • Am I paying too much to keep my family secure in the event of my death or being unable to work?
  • Is my money working as hard for me as it should be?
  • Can you help me attract the best employees by providing a quality Employee Benefits package?


When your financial situation is analysed properly, this may raise a whole host of other questions. This is where we try to keep it simple, with the MoneyButler Roadmap to financial success. This is based on a long-term, collaborative relationship, where we are working together with a single focus – achievement of your financial goals.


financial planning model