Ongoing Support
Keep the momentum going with structured financial reviews and continued accountability.
As you come to the end of your programme, you may be asking: where to from here?
Financial progress does not stop once your initial goals are achieved. As income changes, debt reduces, investments grow and life evolves, your strategy needs to evolve too.
Our Ongoing Support options help you reset, refine, and strengthen your financial plan so it remains fit for purpose.
What Ongoing Support Covers
When you commit to an ongoing support programme, we work with you to address new areas of focus and keep you on track.
This May Include:
Money Habits
- Reviewing your goals
- Resetting spending targets to prevent cash flow inefficiencies
Cashflow Management
- Reviewing your cash surplus
- Adjusting your plan to reflect new income levels, new costs, and one-off expenses
- Aligning surplus towards debt reduction or wealth growth
Mortgage Strategy
- Reviewing your mortgage structure
- Determining whether your lending should remain as is or be refinanced
- Ensuring you remain on track with your repayment targets
Wealth Planning
- Reviewing how your wealth is split between property and non-property assets
- Exploring leverage opportunities where appropriate
- Ensuring investment continue to serve your long-term goals
Property & Investment Review
- Assessing whether property investing should form part of your plan
- Reviewing existing investment properties
- Considering managed funds and portfolio structure
Retirement Planning
- Updating retirement cash flow projections
- Identifying potential shortfalls early
- Adjusting contribution and investment strategy accordingly
Insurance & Risk
- Reviewing insurance cover as debt reduces
- Adjusting exposure to risk as your position changes
Execution & Accountability
- Regular progress meetings
- Financial plan and strategy refinement
- Ensuring continued financial momentum
Choose Your Ongoing Support
We offer three structured review options depending on the level of support you require:
- Platinum – Four review meetings per year
- Gold – Three review meetings per year
- Silver – Two review meetings per year
Your enable.me coach will help suggest the right level of support based on your goals and the complexity of your financial situation.
Continue with moneyfit.me Tracker
If you have completed your coached programme but want to maintain structure independently, you can continue using the moneyfit.me Tracker with a standalone 12-month licence.
Continuing your licence with moneyfit.me Tracker allows you to:
- Monitor cash flow and spending targets
- Track mortgage progress
- Measure net worth growth
- Maintain budgeting discipline
- Keep your financial plan visible and measurable
It’s a practical way to maintain momentum between review sessions – or as a self-managed option.
Ready to Continue Building on Your Financial Progress?
Ongoing support ensures your financial strategy evolves as your life evolves.
