Clever Cashflow – Why It Works

Clever Cashflow combines powerful, market leading technology with our experienced financial trainers to provide a one-stop budgeting service to help you on your journey to financial transformation.

Services

Beyond Financial Advice & Budgeting

Your Personal Financial Trainer will take the necessary time to get to know you. Clever Cashflow get to the root of your spending, learn your emotional triggers and help you to change old habits. Much like a personal trainer at the gym, we work side-by- side with you to equip you with life-long financial literacy skills, strategies, tools and financial discipline.Many licensed financial planners refer clients to Clever Cashflow.

We Are with You Every Step of the Way

We provide you with the ongoing support, monthly reports and accountability that you need to make real, meaningful change to your personal situation and financial future. Our trainers are not here to sell you financial products. Our trainers are here to provide experience and skill-building training. We will help you set your financial course on track.

We Are with You Every Step of the Way

We provide you with the ongoing support, monthly reports and accountability that you need to make real, meaningful change to your personal situation and financial future. Our trainers are not here to sell you financial products. Our trainers are here to provide experience and skill-building training. We will help you set your financial course on track.

Our process is Simple and Proven!

No gimmicks. Nothing to buy.

We ask for a yearlong commitment from you, because thats the time it takes to make real, noticeable change to your financial future. In return, you get access to our online tools and the expertise of our Personal Financial Trainers working with you regularly.

Our Technology

We understand that everyones circumstance and of level financial literacy is different and believe that personal financial success always requires a completely tailor-made approach. Our Personal Financial Trainers will provide you with a set of proven cutting edge online as well as practical tools, strategies and resources backed by our highly competent and friendly office client services support team to unlock your true potential and help you turn your goals into reality.

Features

Everything in one place

All of your assets and liabilities are conveniently
in one place so you can see everything you need
at once. Link all your accounts & more.

Everything in one place

All of your assets and liabilities are conveniently
in one place so you can see everything you need
at once. Link all your accounts & more.

All the latest data

partners with Australia’s leading data providers to
ensure that your information is always up to date.

Property down pat

Live data feeds track your property & suburb’s
performance.

Property down pat

Live data feeds track your property & suburb’s
performance.

Know your vehicle

Receive free valuations & performance ratings on
your vehicle.

Build your A-team

Give guest access to your accountant, property
manager or even your lawyer & select what they
can view / control.

Build your A-team

Give guest access to your accountant, property
manager or even your lawyer & select what they
can view / control.

Time to buy property?

It’s easy to buy property using the new property
tools. Discover how much equity you have, find
out what you can buy right now and track your
progress towards living in your next home! In just
minutes you’ll be able to realise your property dreams.

Manage your property

Send a request to your property manager to
integrate your property & receive free benefits
like property transactions, documents & receipts
uploaded online. You’ll also have access to
special property commands to help you manage
your property effectively.

Manage your property

Send a request to your property manager to
integrate your property & receive free benefits
like property transactions, documents & receipts
uploaded online. You’ll also have access to
special property commands to help you manage
your property effectively.

No more paper trails

Cut out paperwork. Forms are automatically completed
for you where possible. Get super organised by
uploading important documents (eg receipts,wills,
contracts etc) so you’ll never misplace them again.
You can also view & manage all your insurance too.

Its free to get started to Get in contact with us today!

Free wealth check

Get a summary of everything you own and owe.
See your future wealth projections, review your
financial priorities and receive a personalised
action plan.

Wealth snapshots

Snapshots displays your net worth (what you own
minus owe) at the end of each calender month.
It charts your wealth so you can clearly see
how your wealth is tracking and keeps you up
to date automatically each month.

Wealth snapshots

Snapshots displays your net worth (what you own
minus owe) at the end of each calender month.
It charts your wealth so you can clearly see
how your wealth is tracking and keeps you up
to date automatically each month.

Auto categorisation

Your transactions are automatically categorised
to allow you to easily see where you’re spending
your money. Personalise & manage your transactions
to reflect your life by tagging and filtering
transactions. Automatically set up reports to monitor
spending.

Budgets become a breeze

Say goodbye to spreadsheets. Instant budgets
are created around your spending. You’re in
control as you have the ability to set limits
on categories.

Budgets become a breeze

Say goodbye to spreadsheets. Instant budgets
are created around your spending. You’re in
control as you have the ability to set limits
on categories.

Its free to get started to Get in contact with us today!

Tax time? Piece of cake

With the ability to tag & filter transactions
as tax items, upload receipts & documents or
allow your accountant to access your account
to do it all for you…end of financial year
just got easier.

Tax time? Piece of cake

With the ability to tag & filter transactions
as tax items, upload receipts & documents or
allow your accountant to access your account
to do it all for you…end of financial year
just got easier.

Stay in control

Set & receive notifications, goals & use the calculator
to stay on track and achieve your targets quicker.
Your savings goals couldn’t get any easier as the goal
calculator let’s you visually watch your money grow.

All devices, all the time

Whether you’re on your desktop, tablet or smart
phone, you’ll have access whenever you need it, 24/7.