Mastering your money takes time.
So we’ve building an app to make that happen.
‘Your financial plan in your pocket’
If you are in your 20’s or 30’s, funding your lifestyle can be a tricky beast to manage. Whether it’s going on holiday or buying a house, having a child, managing an inheritance, getting divorced or looking after aging parents, what you’re really looking for is a way to to get clarity aorund where you are and what money steps to take next.
These are the types of problems we all face everyday. Everyday choices and sudden life changes can all come with a significant financial event attached. Either, it can feel like being run over by a truck or like taking a deep breath, because you can turn to ‘your plan’.
Budget smart, not hard.
Deciding on your spending before you’re standing in front of the wine section is a powerful way to start. If you have already have a spending plan thats going to get you to a nice red in a bar in Roma, creating that budget will get you on the plane.
Obie’s intellgent budgeting and smart recommendations, there’s no financial shaming. Just handy strategies to improve the health of your wealth.
Create your safety net
Whether you’ve had an unfortunate accident or your pup has an unexpected vet bill, life can take you by surprise and Obie shows you how to plan for that without breaking your savings goals for the things you really want.
Get out of Debt fast!
It’s hard, it can be overwhelming but it can be done. Cleaning up the debt you have is the first step to your wealth building future. Spending less than you earn is where you start and getting help if you need it.
We have all been there. Your not the only one.
Access our Debt Snow Ball Method by subscribing to our newsletter!
Save for the things you really want!
If you’ve been wanting to hit that savings goal whether it’s for that dream vacation, an in-case-of-emergency fund or your first home, Obie is perfect for you. Emebbed automation tools in your budget will show you what it’s going to take and how great saving can be.
Go from goal-setter to goal-getter.
Invest - Inside Super
Should you top up your super? How much do you need anyway? And it’s so far away! Do you really care? Most people don’t check their super until they’re in the 50’s and it’s hard to do any kind of catchup that late in the game. But here’s the thing. Super is cool! So cool. A few tweaks may be all you need and it makes a big difference.
It could be your biggest asset you love to ignore!
Invest - Outside Super
Investing is the new shopping! Instead of shoes, shop stocks!
Whether a ‘Set and Forget Investing plan’ is for you or you want to up your investing game, get started in our Learn section and then check out some of the products and services in our resources section.
Insurance
Insurance can be complex and boring process unless you cut to the chase, get it simply through online means and apply your smarts to paying less and getting exactly what you need. Based on you and the stage of life that you’re at. Get insurance thats just right for you. Not to much and not too little.
Estate Planning
Who’s in charge when you can’t be?
58% of Australians dont have a will and less than 1 in 3 woman have their affairs in order compared to half of men. So if you havent your not alone. Sign up and recieve Obie afterlife check list. The 6 key things you need to to consider for you and yours.