Budget monitoring services has been established to create a closer working relationship between Financial Planners and their clients. With the ever changing landscape of financial commitments and cost of living at BMS we believe that budgeting and planning ahead is now more than ever an integral part of any household.
With this shift in mindset of households comes the need to question everything, people want to know is the service we have value for money? By incorporating the BMS service into your fee structure you will set yourself apart from the rest.
A comprehensive outsourced budgeting service for your clients
Monthly reporting, detailing all your clients income & expenses
Completely white labeled service so your brand receives maximum exposure
Create a budget for your client to work to in line with the Goals.
An Automatic transaction feed directly from the clients financial institution to our software is created to ensure the highest quality of work
Creating greater communication between yourself and your client
Send through to BMS along with other standard paperwork supplied by BMS
A Monthly report is generated and delivered outlining clients Income & Expenses performance for the month
A much closer working relationship leading to higher retentions.
03 9017 6540
10/207-211 Buckley Street, Essendon
Victoria, Australia 3040
info@bmsinc.com.au
