Learn how to better manage your hard-earned money
Make your money last to the end of the month
Assist you to better manage or get rid of your “Bad Debt”
Help you to start your Emergency Savings Fund
Receive Personal Money Management tips and advice
Link to professionals who can help you get financially organised
Learn how to save thousands of Rands in interest on your car or home
Reduce and manage your financial stress
Provide you with a personalised Financial Safety report
Gain access to our Smart Money Budget Planner, courses, tools and resources
10 awesome ways Smart Money will help you to:
Become a member for FREE!
Complete the Smart Money Assessment and get your Financial Safety Report and full access to all our tools and resources
Get access to the below online tools and resources
Online Budget Planner
8 Steps to Financial Wellness
This is our premium course which is the foundation of Smart Money and shows you how to get personally and financially organised!
Delivered online through a combination of videos and other multimedia content, this is a course that is easy to understand and implement.
As a member, you can opt to purchase this step-by-step online course which will show you how to create your own Financial Action Plan, budget correctly and make changes in your life that result in Smart Money Choices and so much more!
Featured Partner: JP Robinson
An accredited Smart Money Professional Service Provider
What I do: As a Momentum Financial Planner, I apply my people and communication skills in understanding my clients’ needs and being able to protect them and their loved ones against anything life may throw their way. With my thorough and in-depth approach to Financial Planning, you can rest easy knowing that you are in good hands.
Why clients choose me: I utilise my passion, enthusiasm, professionalism, and integrity to deliver the best possible service I can. Ultimately, my aim is not just to be your Financial Planner but rather an acquaintance for life. It is always reassuring to know that you have someone in your corner in your time of need that cares for your loved ones, almost as much as I do.
Professional Service Providers
Smart Money partners with Professional Service Providers in order provide you with the products and services to help get you personally and financially organised.
Our partners are here to help guide and inspire you to achieve your financial goals and dreams.
Smart Money Budget Planner
Stop wondering where your money went at the end of the month and put your money to work! With our online zero-sum budget planner you are able to exactly that, give every Rand a job to do.
Get access to a budget planner, know your net worth, record all your policies, store documents and play around with our home, car and savings calculators. No Excel spreadsheets here, get a budget planner that works for you.
The Smart Money Budget Planner is a free to use application available to all our members.