If I'm not happy with my purchase can I get a refund?
This is a bespoke service - I prepare your personal 12-month chart in advance and deliver it in your session, so it can't be "returned" once it's done. For that reason I don't offer change-of-mind refunds.
Before you book, use the Contact link at the top of this page or send me a message on Facebook. Ask me anything you need to know, and I’ll give you a straight answer about whether the session is right for you.
If something genuinely goes wrong on my end, talk to me and I'll make it right.
Isn't this just a budgeting app or a spreadsheet?
You might already have an app. This gives you the full-year picture most apps don’t - built with you, from your real figures, in one session.
An app shows you where your money has already gone. This projects your cashflow across the year ahead and maps your goal to a date.
Do you see my bank logins?
No. You share statements or screen-share what you're comfortable with. Your banking stays yours - I never touch your accounts.
Are you a financial adviser?
No - and I’ve taken great care to keep this service within a clear boundary. I don’t recommend financial products, investments, loans or superannuation strategies, and I don’t tell you what financial decisions to make.
I organise and project the figures you provide so you can see your own position clearly and make your own decisions. If your questions require regulated financial advice, I’ll let you know.
What if I've got a goal but I'm not sure it's realistic?
That's exactly what the session's for. You'll see, in your actual numbers, whether it's a two-year plan or a five-year one - and what you'd need to change to bring the date forward. No false hope, no doom. Just the honest timeline.
What happens after I book?
I’ll contact you to arrange your session and send you a short pre-session form covering your income, regular costs, irregular expenses and goal. Once you return it, I’ll build your personalised chart in advance. We’ll then work through it together in your private 90-minute online session.