BudgetBuddie for Advisors

A money management tool your clients will love.

Give your clients access to BudgetBuddie and watch them financially flourish. Offer them a simple solution to track their finances, manage budgets, plan for the future, and much more!

Get in touch today

How it works

Provide your clients with the tools to master their money.

Empower your clients to take control of their money. With BudgetBuddie, they can manage everything from daily budgeting to planning their retirement fund. Explore what we have to offer to help your clients stay on track and reach their financial goals.

Dashboard

Give your clients access to be able to see their full financial position on one screen.

Security

Their data is safe and secure and fully encrypted using 256-bit bank grade protection.

Budget

Allow your clients to easily keep on top of where their money goes and how much is coming in.

Goals

Your clients can track every step of the way with live updates on how they're progressing towards their goals.

Cashflow

Allow your clients to review their cashflow and plan ahead on what's coming in and going out.

Accounts

Your clients can bring their bank, Kiwisaver and share portfolios all into one place.

Money insights

They can view expense & income trends and break down their spending by category and subcategory.

Retirement Planner

They can be sure they've got enough when it comes time to put the tools down and kick their feet up.

Easy Integration

They can get connected and set up with ease.

Helpful guides

We'll help guide them every step of the way.

All their accounts

They can connect their bank, Kiwisaver & share portfolios.

Need help?

+49 176 123 456

Support Hotline

hello@budgetbuddie.co.nz

Support Email

Support

How do I open an Banquee account?

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A money management tool your clients will love.