The Spending Planners Institute spends a lot of time showing you how to choose your niche, how to market to customers, how to speak to potential customers, how to obtain referral partners, and the many different ways you can attract customers. In addition, we give you scripts, formulas, and training on all these things. Lastly, after the training is completed, you undertake a 7 week Kickstart program with us, which is specifically designed to help you obtain customers. In short, we have a done for you method, we show you how to use it, we support you in using it, and it’s highly successful.

Yes. Upon finishing your Spending Planner Certification training, you will embark on the 7 week Kickstart Program. You will receive ongoing support and encouragement from the Institute team. In addition, you will be surrounded by a passionate group of Spending Planners, all of whom are willing to share their journey with you.

YES. The Spending Planner business model has been designed to work on an international basis. The Spending Planners Institute was founded in Australia, and has also launched to New Zealand, with plans underway for the USA, the UK and Canada. Now is a great time to be part of this groundbreaking industry in YOUR country, email the Spending Planners Institute to discuss the launch of SPI in your country.

How much time you put into growing your business can be flexible for your current needs. Amongst our successful spending planners, Carolyn works Tuesday and Thursday nights only; Philip does his spending planner business on the train going to and from work; Craig is a paramedic and does it outside of his shifts; Morgan is a mum and does it whilst the baby is sleeping; Nadine, an accountant, runs it alongside her current business, as do other professionals. The more time you put into your business, the quicker you will see results. Our simple systems have been designed to minimise the time you spend working in your business. However as with any business, being prepared to spend time marketing your services, attending client meetings and sign ups will reward you with quicker business growth.

No, you don’t. The business is designed for you to be run over the phone and via email. If you wish to meet clients face to face, we suggest using a public space such as a coffee shop, in your client's home or by organising small group events at a local business location, for example the library or business hub. The tools you will need for starting your business include: laptop computer; phone; internet connection; and somewhere to meet face to face (and only if you decide to do your business in this way). A lot of businesses involve huge set up costs. What’s the cost? The Spending Planner business model has been designed with minimal to nil start up costs. Naturally, there is a cost for the Certification training. Many people have been able to recoup their training costs within a month of starting – again, it’s up to you! The quicker you gain clients, the quicker you move into profit. There are some things you can invest in, however, it’s only if you wish to. These include things like brochures, business cards, or advertising. However, you can run your business without any of these.

A lot of businesses involve huge set up costs, however the Spending Planner business model has been designed for you to have minimal start up costs. The tools you will need for starting your business include: laptop, computer, phone, internet connection, and somewhere to meet face to face - only if you decide to do business in this way. The cost for your Certification training is able to be paid off in instalments or in full at the time of enrolment. The Spending Planners Institute will work with you to plan your finance options to suit your current needs. Many people have been able to recoup their training costs very quickly. There are some things you can invest in which are unnecessary for the launch of your business. These include things like brochures, business cards, or advertising.

Yes, you can do as little or many hours as you like. It’s a great compliment to a wide range of business, it will add to your income and expand the services you can offer your clients.

Obviously your level of success depends on your willingness and commitment to put the techniques and strategies into practice with the help of your coach and support from me. However if you take action, then we are confident you’ll be making great steps as soon as you’re in the program. As you can see from the testimonials we provide, many of our students have built major businesses and experienced massive growth. Others have chosen a more modest path to compliment a second business/career. We will support you in whatever path you wish to take.

No. As a registered Institute, we are building an organisation with a strong foundation, and a long term plan to build on. As such, we invest time in our Spending Planners and encourage them in building their businesses. We provide the tools, systems, software and training to equip you.

No. As a Certified Spending Planner you OWN your business! As soon as you are qualified, you are free to run your business the way you please. The Spending Planners Institute stipulates that you abide by the ethics and standards as set by the Institute - you are expected to behave with integrity, compassion and honesty.