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Back to Basics Budgeting

Back to Basics Budgeting

Jake Wilkins
Financial Planning Brisbane
Jake Wilkins
Financial Planning Brisbane

Back to Basics Budgeting

A huge thank you to XY Adviser and all-round legend Jake Wilkins for joining us live yesterday to walk us through the unique budgeting system he coaches his clients through.

Jake shared his screen and unpacked his strategy; showing us how he structures his cashflow ‘buckets’, when in the process he introduces tech and the methods he uses to empower his clients to really take ownership in the managing and reconciling of their budget.

Shout out to everyone who joined us live and contributed inside the chat box, it really felt like a hands-on virtual mastermind session. Special mention to Luke Hanson, Adrian Loadsman, Peter Handberg and Conaill Keniry who asked some great questions along the way.

This is an awesome example of peer-to-peer learning. We hope you get plenty of value out this session, and take some great nuggets of budgeting gold away that you can incorporate into your process!

You can connect with Jake on XY HERE.

Jake’s website – https://fpbrisbane.com.au/

9 months ago

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A huge thank you to XY Adviser and all-round legend Jake Wilkins for joining us live yesterday to walk us through the unique budgeting system he coaches his clients through.

Jake shared his screen and unpacked his strategy; showing us how he structures his cashflow ‘buckets’, when in the process he introduces tech and the methods he uses to empower his clients to really take ownership in the managing and reconciling of their budget.

Shout out to everyone who joined us live and contributed inside the chat box, it really felt like a hands-on virtual mastermind session. Special mention to Luke Hanson, Adrian Loadsman, Peter Handberg and Conaill Keniry who asked some great questions along the way.

This is an awesome example of peer-to-peer learning. We hope you get plenty of value out this session, and take some great nuggets of budgeting gold away that you can incorporate into your process!

You can connect with Jake on XY HERE.

Jake’s website – https://fpbrisbane.com.au/