We understand! And that is why we spend 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, absolutely. Immediately on finishing your Spending Planner Certification training, you will embark on a 7 week Kickstart program, with loads of support and encouragement from the Institute Training team. In addition, you will be surrounded by a passionate group of Spending Planners – some with loads of experience – all of whom are willing to share their journey with you.

The short answer is YES! The Spending Planner business model has been designed to work on an international basis! The industry was founded in Australia, has spread to New Zealand, and plans are underway for the US, the UK, and Canada ... Now is a great time to be part of this groundbreaking industry in YOUR country!

This is entirely up to you. 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. On the other hand, Nadine, an accountant, runs it alongside her current business, as do other professionals. Obviously, the more time you put into this, the quicker you will see results. The business is designed with systems in place to minimise the physical time you spend on it, however, you will need to be prepared to market your services and do client sign ups and initial contact meetings.

No, you don’t! The business is designed to be run over the phone and via email. If you wish to meet clients face to face, then we suggest using a public space such as a coffee shop. 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. The tools you will need for starting your business are things you should already have. They include: laptop computer; phone; internet connection; and somewhere to meet face to face (and only if you decide to do your business this way). 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.

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 played full out and have built major businesses and experienced massive growth – while others have chosen a more modest path. We will support you in whatever path you wish to take. After all, the plan we create together is ultimately yours and we will do our utmost to support you 100% of the way.

No. As a registered Institute, we are building an organisation with a strong foundation, and a long term plan to build on for many years to come. As such, we invest time in our Spending Planners and encourage them to build their businesses. We give you tools, systems, software and training to equip you. It is up to you as to how you implement and build your business. Some people have achieved results within hours of completing the training, whilst others have taken weeks or even months to see any return – usually because they do not invest the time and effort early on to get their business up and running.

Absolute NOT! As soon as you complete your Spending Planner Certification training, you will be a qualified Spending Planner, and this means that you will have your OWN business! We will show you how to set up your own business, and as soon as you are qualified, you are free to run it in any way you please. The only stipulation the Spending Planners Institute has on this is that you abide by the ethics and standards set by the Institute… in other words, you are expected to behave with integrity, compassion and honesty.