Spend Well –
Save Well Program

Saving advice in Geelong with our Spend Well - Save Well Program

Min investment: $500

At MAC Financial in Geelong, we know everyone understands how to spend, but not everyone has a plan to spend wisely. Our Spend Well – Save Well Program is designed to give you practical, personalised saving advice and budgeting advice that helps you take control of your money and align your spending with your life goals.

When we meet new clients, we often find they don’t have a clear personal savings plan or structured spending plan strategies to help them get what they truly want from their money. That’s where we come in.

Our experienced financial team will work with you to create a realistic, easy-to-follow personal spending plan that reduces financial stress and supports your future wealth.

We believe that the most important step to improving your finances is having a plan that helps you avoid overspending on things that don’t serve your long-term goals.

The Spend Well – Save Well Program gives you the confidence and clarity you need to make smarter money decisions. Through expert financial planning for saving, you’ll develop stronger spending plan strategies and build greater savings to invest in your future wealth, creating a solid foundation for financial freedom.

Once your savings are on track, you may wish to continue your journey with our Build Wealth Program, designed to help you grow your assets and investments, or explore our Retire Well Program to prepare for a confident and rewarding retirement.

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From London adventures to Beatrix Potter tours, Ian and Sally are enjoying the rewards of clear financial planning. With support from our Spend Well – Save Well Program, they created a realistic spending plan that helped turn their retirement goals into reality.From London adventures to Beatrix Potter tours, Ian and Sally are enjoying the rewards of clear financial planning. With support from our Spend Well – Save Well Program, they created a realistic spending plan that helped turn their retirement goals into reality.
OurProcess
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1. Connect

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2. Assess

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3. Plan

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4. Grow

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5. Repeat

Jamie McIntyre, Financial Planner at MAC Financial Geelong

Wealth is a destination reached by those who regularly take the right steps. Working together we make sure that you are best placed to reach the destination you want.

Jamie McIntyre