How Frank and Sarah Automated Their Finances and Got Retirement Ready

When Frank and Sarah joined my Family CFO Service, they were in their early 50s, high-income public servants earning plenty—but they also spent plenty. With a mortgage to manage and a goal to retire by 60, they felt unsure about how to make it all work. They had no idea where their money was going - money was going in, and money was going out.

Here’s what we did:

• Automated cash flow: Established a central account to handle income and automate transfers, simplifying their finances.

• Streamlined their savings: Set up multiple offset accounts for different needs—holidays, bills, investments, and emergencies.

• Added tools and accountability: MyProsperity Wealth Portal gave them clarity and helped them track their goals effortlessly.

• Tailored advice: We made everything seamless for their busy lives.

Now, Frank and Sarah feel in control, are saving time, and are confident about their retirement goals.

I’ve recorded a quick 4-minute video explaining how our Automated Cash-Flow System worked for Frank and Sarah - without a budget or Excel spreadsheets!

Automating your finances can save you time, reduce stress, and help you reach your goals sooner. Curious how this could work for you? Book a 15min chat to learn more.