A personal trainer can
transform your body,
A Financial Trainer can

TRANSFORM YOUR LIFE!

We work with you
Until you get

YOUR FINANCES IN SHAPE AND BEYOND

Financial fitness is no different
to physical fitness.
If you want to see results fast

YOU WILL NEED HELP

Watch how our Clever Technology
Supports you in your

DAY TO DAY COACHING!

A personal trainer can
transform your body,
A Financial Trainer can

TRANSFORM YOUR LIFE!

We work with you
Until you get

YOUR FINANCES IN SHAPE AND BEYOND

Financial fitness is no different
to physical fitness.
If you want to see results fast

YOU WILL NEED HELP

Watch how our Clever Technology
Supports you in your

DAY TO DAY COACHING!

Clever Cashflow fills an important gap in most peoples lives

There is a financial education gap in peoples lives which is not filled by either parents, bankers, accountants or the financial planning industry itself. Most of the focus has been on investing and not enough on how to manage money and save it in the first place.

Clever Cashflow exists to fill that gap, to teach people the habits they can put into their daily lives that will help them save money, buy the things they want and do the things they want to do, while still creating wealth.

Think of Clever Cashflow as your financial GP or personal financial trainer, teaching you, coaching you and putting you in touch with the right specialists to help you achieve your goals.

Working with Clever Cashflow you will learn how to:

Love budgeting by empowering 24/7 technology that is intuitive and engaging.

Change your financial behaviour & experience financial wellbeing.

Get on top of your finances, be money smart and get ahead.

Pay off your loans and credit cards.

Save & invest for retirement and still go on a vacation.

Clever Cashflow is your own personal financial trainer for all of your money management matters.

Clever Cashflow

Our Technology

Meaningful budgeting requires more than just using passive budgeting templates on your own. It requires intuitive 24/7 technology in combination with a trusted supporting professional to get the results you expect.

Our proven market leading online budgeting tool captures and confidentially reports on your financial situation via live feeds. It breaks down of your financial situation and outlook, which supports an ongoing conversation between you, your financial trainer and other professionals such as your accountant or licensed financial adviser.

Our Skills

Clever Cashflow offers one-on-one mentoring, tailored money management and financial training. We provide advice on how to budget money and provide you with proven financial strategies that have the power to transform your life, improve your cash flow and get ahead financially.

Our financial trainers also focus heavily on how you can reduce and get out of debt, when required. Often this includes debt consolidation, loan & mortgage reduction and/or loan refinancing and sometimes financial counseling. As cash flow surplus presents itself we always discuss your options by facilitating complimentary conversations with licensed and non-aligned financial advisers.

Our Skills

Cleverbudget offers one-on-one mentoring, tailored money management and financial training. We provide advice on how to budget money and provide you with proven financial strategies that have the power to transform your life, improve your cash flow and get ahead financially.

Our financial trainers also focus heavily on how you can reduce and get out of debt, when required. Often this includes debt consolidation, loan & mortgage reduction and/or loan refinancing and sometimes financial counseling. As cash flow surplus presents itself we always discuss your options by facilitating complimentary conversations with licensed and non-aligned financial advisers.

Our Processes

Clever Habits

A set of disciplines that can be learned and used by anyone, no matter their income, to stop living from payday to payday and actually have money in the bank. These habits will create extra cash that can be used to achieve short term goals such as; holidays, boats and cars as well as invest into property and other assets.

Clever Saver

Once you have learned and incorporated the Clever Habits into your lifestyle, you will soon see that savings can happen at any level of income. This part of our program coaches you on a regular basis, helps to set short term and medium term goals and tracks progress toward these goals.

Clever Spender

Clever Spenders are on their way to achieving goals by taking their first step, usually in property ownership via their family home. Clever Spenders are already budgeting to some extent, but need help to accelerate their progress. Using Clever Habits alongside our coaching in budgeting, mortgage and other debt reduction, clients will quickly see how they can grow their wealth
at a much faster rate.

Clever Investor

Once our clients have their spending and debt reduction under control, they often have the extra cash they have always wanted. This cash-flow can then be used to invest in other assets to accumulate wealth in an almost automaticand repetitive way.

Watch how our clever technology supports your day-to-day financial coaching

About

Learn about the passionate team driving Clever Cashflow.

Q&A

Our most commonly asked questions answered here.

Blog

From time to time we publish read worthy articles here that we wish to share with you.

Request a complimentary meeting with Clever Cashflow Today!

Use the form below to request a no obligations meeting
with Clever Cashflow

 

A Personal trainer can transform your body.
A Financial Trainer can

TRANSFORM YOUR LIFE!