Money Management Strategy Session

Welcome to the registration page for your 'My Money' funded Strategy Session.

Please complete the details below and then check you inbox once your registration has been submitted.

Your confirmation email will have details for how to select a suitable time for your strategy session to be completed.

If you are using a work email please be aware your confirmation emails may be either blocked or sent directly to your spam box. We recommend using your personal email to avoid this.

Please select which best indicates the length of time you have had a mortgage for

Please list separately all your income sources including net amounts and frequency received for each

Please list all your debts and current repayment amounts including frequency of these payments.

Please select which best represents how you budget currently

Do you have personal goals written down?

Below are listed the key areas that a strategy session is designed to provide information about. Please select which is your highest priority to understand.

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