Making the Most of Your Money

“My partner and I are in a blended family and have four children between us. We have just moved in together and do attempt to share living expenses equally. We are both incredibly busy in our professions, so making the most of our money and establishing a budget has not been a priority.”

“After gentle prompting from Chris to utilise the Fortress Wealth Hub budgeting tool, we finally sat down one evening and started looking at our expenses. Shockingly, during the month of February, we spent an average of $650.00/week on groceries, take away coffee and Friday night pizza! I was shocked! This is clearly not managing our money well and not conducive to financial success.” Kathryn, Fortress client

Developing a realistic budget requires effort and active involvement in order to assess your financial position properly. If you need to find that extra money to reach your financial goals, then budgeting is essential to develop a realistic spending and saving plan.

A helpful tool that we can offer our Fortress clients is online access to the Fortress Wealth Hub. The Fortress Wealth Hub is an easy to use, software tool that helps our members manage and make the most of their money. With no lock-in contracts and from only $40 per month, the software allows you to manage and track all of your finances in one fully automated, online solution. If you are still not convinced, there is a free lie version available that allows you to trial and understand the software before you sign up.

Our client Kathryn said “the best part of the software is that your transactions are automatically categorised to allow you to see where you are spending your money. Instant budgets are then created around your spending, though you are still in control as you can set limits on certain categories, such as take away coffee!”

Other great features of the software include –

  • Manage your property by sending requests to your property manager, have your documents and receipts uploaded and stored online and have access to informative property reports.
  • Find out how much your property is worth, when to buy property, how much equity you have, get a free property appraisal from a local property expert and get home loan pre-approvals online.
  • Receive free valuations and performance ratings on your vehicles.
  • With the ability to tag and filter transactions as tax items and upload receipts and documents, allow your accountant to access your Wealth Hub account for an easy end of financial year.

If you would like more information on the Fortress Wealth Hub, please phone us on (07) 4646 4970, watch a short video by clicking here, or visit our website and give the free version a go. Feel in control of your financial future and start making the most of your money today!

Written by Chris Black, Director at Fortress Financial Solutions

Corporate Authorised Representative of Magnitude Group Pty Ltd ABN 54 086 266 202, AFSL 221557.

Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

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