Tell us a bit about yourself

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From Wellington originally, moved to Hawke's Bay 8 years ago for work. Consultant project manager by trade. Busy life between work and family. What matters most right now is financial control and an increased understanding where our day to day spend is going to help make better financial decisions (budgeting and saving)

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What's your money story?

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Generally a good relationship with it however more recently we've become complacent as incomes levels are comfortable and spending has only considered the short terms. Looking to make a change to be better informed about where our money is going, gain better control, and have money work for us.

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What drew you to BudgetBuddie?

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Referred by financial advisor. I liked how it could sync and integrate with our accounts and provide us powerful information about our outgoing, all in a very user friendly and intuitive platform.

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How has BudgetBuddie changed the way you think about and manage your money?

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It has given us information about where our money is going that has in turn made us more conscious, aware and accountable. Most pround of getting underway with the journey and Budget Buddie was a catalyst in this.

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What’s a money goal that really matters to you, and how is BudgetBuddie helping you work towards it?

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Full control of finances and setting meaningful budgets and working towards them. Making smart financial decisions that work for us and long term would be paying mortgage down and moving toward financial freedom. Budget Buddie is a helpful bolt on tool that gives meaningful insights to our financial position  

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What would you say to someone thinking about using BudgetBuddie?

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Do it. Nothing to lose. For the price of a coffee per month to have all of this info and data at your fingertips

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