What is My Home Plan?
My Home Plan is a tailored program built around your real-world income and expenses. You’ll work directly with one of our finance coaches to create a unique plan that works for you.
They’ll help track your spending and savings as you work towards achievable goals – like getting into your first home. With access to our easy to use mobile app and online platform, you can view your money, and monitor your spending, savings and debt reduction strategies, anywhere, any time – all in one spot.
How does it work?
You’ll partner with a personal finance coach, who will guide you through your savings journey with all the support and motivation you need to achieve your goals.
Firstly, we will analyse your current situation and plans. Your coach will undertake a full financial analysis and prepare an achievable budget. Our My Home Plan technology then allows you to not only set and track your saving goals, but also integrate your bank account information so that you can view all your finances in one place.
You can choose to access it all online, or download our easy to use mobile app. You will have a mentor throughout the entire journey and when you are ready to purchase your new home, we’ll help you find the right loan.
What our clients say
Testimonial from Georg
“ I really liked the way they took the time to discuss our circumstances and listened to what we would like to achieve. Then, with all our information, they came up with a plan that worked. ”
Testimonial from Lorraine
“I loved that My Home Plan put us in control of our finances.”
Testimonial from Harley
“My Home Plan has encouraged me to save for the home of my dreams (and rewarded me along the way by hitting savings targets) so hopefully soon I can start a family with the girl of my dreams.”
Testimonial from Jami
“Thanks for keeping our dream real - of making a house a home. The simple communication made life easier and of course the help I need was always just one phone call away.”
Why is My Home Plan unique?
Frequently asked questions
Finance can be confusing, and we know you have questions. That’s how we Resolve it for you, by giving you the answers you need to put you in control of your finances.
Learn more about My Home PlanAnyone can apply, but we want to make sure you can achieve your financial goals – so once you enquire, our Finance Coaches will analyse your current situation and assess your eligibility.
Our technology solution is a product that allows you to view and track your financial situation at any point in time. It has your personal goals set within it, so that you can see how close you are to each milestone, and know whether you are sticking to your plan. Available both online and via our mobile app, you can track your money on the go.
Unfortunately, we can’t go quite that far. We wouldn’t sign you up to the program if we didn’t think you could achieve your goals, but with bank policy constantly changing, we can’t make guarantees. But we’re here to support you every step of the way, so if you follow our advice, you’ll be working towards taking control of your finances and your future.
We understand that life can get in the way. From unexpected income boosts, such as promotions or bonuses, to unfortunate bumps in the road like unexpected bills, situations change that can impact your journey. But the tailored, personalised nature of our program lets us re-assess your new situation, and adjust plans to fit.
Want to know more?
Our finance coaches will discuss all your options with you, they’ll even give you a free demo of our mobile app. Let’s get your journey started.
Talk to us