Cashflow Automation & Budgeting
Our client success stories all have one thing in common. A cashflow system that works on autopilot.
In our experience, money stress comes from uncertainty.
Not knowing where your money goes or whether you’re doing enough. Often this starts and ends with a budget.
Here is our hot take.
You don’t need a better budget or fancy spreadsheets. You need a system that works on autopilot.
AUTOMATION WORKS
We help clients:
- Set up a simple, automated banking system
- Take control of spending without feeling restricted (we spend a lot of time striking the perfect balance)
- Build habits that encourage long-term success
- Utilise an automated bucketing strategy for short (bills, holidays, weekly spending), medium (investment portfolio/property) and long-term (Superannuation) money management.
We want your cashflow system
working on autopilot
← Scroll to explore the full diagram →
YOU
Salary
$6,500 / month
Superannuation
Cash Hub Account
- Surplus builds up here
- Savings buffer for incidentals
- Ad hoc lump sum expenses (car rego, rates, etc.)
- Bills
$250 / week
Holiday Account
Flagged for holidays & goals
$1,000 / month
Investment Portfolio
Long-term wealth building
$400 / week
Emergency Savings (Offset)
Represents 3–6 months of lifestyle expenditure
$600 / week
Debit Card
Free to spend — weekly allowance (not linked)
This is where the magic happens
This is only an example of a client bucketing strategy. Seems simple, but the real work focuses on the weekly Debit card spend.
contact us
Let's have a chat!
Want to know your next best step? Fill out the form below and book in for a call with our friendly team.
Call us at (101) 500 0200 or fill out our form, and we’ll contact you within one business day.