A Spending Planner is someone who has been trained to work with everyday people to address everyday money issues. They are required to work within ethical guidelines, with honesty and integrity, and with passion and compassion for people.

Everyday we make choices about how we will spend our money. The majority of these choices are based on

  • If there is any money left in the bank account or credit card
  • How you feel at the time of purchase
  • Crossing your fingers and hoping that it will all be okay

The Aim of a Spending Planner is to support people in creating a plan, know how to use and change that plan as circumstances change and to help them work towards wise money decisions and money freedom.