Sort My Money - Personal Budgeting

5.0
based on 137 reviews

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137 reviews about Sort My Money - Personal Budgeting

verified email - 06 Dec 2019

I have only incredible things to say about Sort My Money. After years of financial struggle and earning a good wage between my partner and I, I knew something had to change. After discovering the ridiculously high fees of Mybudget I went on the hunt for something else. That’s when I came across Sort My Money. After the first phone call with the founder, David Rankin, I knew he was the right choice and I was (pleasantly) shocked that I was not locked into any contract.
The weekly fee has gone unnoticed to us and we would continue paying this for a lifetime to attain the peace and confidence that Sort My Money has given us!
I no longer wake up every morning stressing about money - and knowing that David is there for advice and guidance through our financial journey has changed our lives in so many ways. We are paying off our loans (or legacy debts, as David calls them), we are saving, we are building skills and an amazing mindset around money and we have not once felt restricted. If you want a genuine person and business that actually cares about you, then this is it, I wish I had found it earlier but it was worth the wait. I have been telling all my friends and my family and I would shout this from a rooftop if I could because this beats any budgeting company out there!!
Thank you David,
Bek

verified email - 14 Feb 2024

Thanks to David Rankin from Sort My Money, my husband and I have transformed our financial chaos into a well-organised system. Before choosing Sort My Money we also looked at MyBudget but decided that we did not want to hand over control of our finances to them, because we were really looking to improve our own financial habits. Now, in the face of rising living costs and external pressures, David has not only helped us understand our weekly expenses but has instilled in us effective habits and accountability. As a result, we have a clear picture of our spending, and everything is meticulously accounted for. This process has not only brought organisation to our finances but has also been an enlightening learning experience. Grateful for the invaluable guidance!

verified email - 02 Jan 2024

When we first spoke with David Rankin from Sort My Money we were financially broken. We were relying a lot on Afterpay, and the combination of our monthly and fortnightly wages was a challenge for us. We had spoken to MyBudget twice who - on both occasions - wanted us to enter into a Part 9 debt agreement, which we did not want to do. After speaking with David he put our minds at ease by confirming that MyBudget's advice was not correct as a debt agreement was not necessary, and now 3 months into working with him he has got us on a track where we can finally see light at the end of our tunnel. We are finally excited for our future and now don’t experience anxiety when a bill needs to be paid. Honestly, we cannot thank David - and Sort My Money - enough.

verified email - 28 Sep 2023

I first bumped into David Rankin, the founder of Sort My Money, at an expo and then had a phone appointment with him a few years ago and he was amazing at sorting out my finances. 5 years later life changes and financial situations change, and David crossed my mind again. My husband and I have now been using his services for the past year and he has saved us financially in that time by teaching us how to be smarter and organise and budget our money in a way that suits our goals. If it was not for him we would not be in the confident and comfortable position we are in now. Sort My Money isn't like any other money business, as David genuinely wants to help you and tells you exactly what the outcomes will and won't be, which is why I didn’t bother with other budgeting services like MyBudget. With a cancel anytime, no lock in contract, it is also affordable. I have already recommended David and Sort My Money to numerous people because they have helped us so much.

verified email - 24 Aug 2023

My husband gets paid monthly and I get paid weekly, and we have always struggled with these different payment frequencies and generally have nothing left over by the middle of each month, even though the budget I put together showed that there should be a surplus! We were getting sick of this situation month after month so I decided to look around for some help. I started by researching MyBudget but did not like their sign-up costs or the fact that they hold your money, as I did not want our bills to be paid late. I then messaged Sort My Money and got a call back from the founder, David Rankin, who explained that they would be able to tailor a plan for us and teach us how to get into new habits and that they don’t charge any start-up fee. Fast forward 2 months and David has been as good as his word and has made what we previously thought was impossible actually become possible. What’s more, for the first time, I am feeling relaxed about money and budgeting and starting to gain the confidence that I previously lacked :)

verified email - 06 Jun 2023

As a working mum, I know from experience that a big part of family planning is actually career planning. Previously, my decision about when to plan to return to work after a pregnancy was very much hit and miss - based on my best guess about what would work financially by then. The family budget we now have with Sort My Money, though, has removed this guesswork by showing us our account balance over the next 5 years based on different return-to-work scenarios. This is great for me, as it has allowed me to choose a date in the future that I know will work for the family finances, so it has really taken the worry and emotion out of what - in the past - was a stressful decision :)

Approximate cost: $50

verified email - 19 Apr 2023

On the day we were booked in for a meeting with MyBudget we read about Sort My Money and decided to give them a call. We knew we needed help, as we were both spenders, racking up debts and not on the same page with our money. David Rankin, the founder of Sort My Money, was very honest about our situation, but told us that if we were prepared to stick to the plan and put in the hard yards we would – in his words – reach the light at the end of the tunnel. Fast forward to the present and we are different people with our money – aware of everything that is happening in our financial lives, which we certainly were not before - and finally on the same page as a couple. It hasn’t always been easy, but the feeling we now have of being in control of our financial future is worth all the effort. David is absolutely amazing and helped us to change our lives for the better!

verified email - 06 Feb 2023

I was frustrated by my slow financial progress and lack of savings – everyone but me seemed to be getting ahead. I had tried to budget but was still wasting money, as it was difficult to get motivated. I looked at MyBudget but I didn’t want them to take control of my money – what I really needed was someone to teach me good habits and hold me accountable. That’s exactly what I got with Sort My Money – who came highly recommended by a friend. The moment I spoke with David Rankin I knew he meant business and would not let me get away with my old half-baked approach. Up till then, my bank account was always running on empty – I thought that’s just the way life was. Now I know better – now I always have money in my account, so now if there's ever an emergency, it’s no longer a drama. Even more important though is that my savings (towards a car and a house) are galloping ahead and I am loving this progress – loving seeing my dreams come closer every day. I used to be stuck in a financial rut, but now I am hooked on the progress I am making and there’s no way I am ever going back to the old me. Thank you, Sort My Money – you have definitely sorted mine!

Approximate cost: $49

verified email - 25 Oct 2022

As a couple, we used to be savers, but family life meant that we got into lazy financial habits, so we decided to look for someone to help us get back on track. We read Barefoot Investor, but that didn't fully address our challenge. We also looked at MyBudget but they wouldn't be teaching us anything new. We decided to go with Sort My Money, because David Rankin, the founder, said they would show us a new and disciplined way to manage our day-to-day finances, and he has been as good as his word. We are glad we started with them when we did because, since then, cost of living pressures have really taken off. Thanks to the budget, we now feel much more in control and prepared for the higher mortgage, electricity and grocery costs which have come our way.

verified email - 24 Aug 2022

There never seemed to be enough money and despite trying to budget by myself it didn’t improve. With retirement coming on, I was feeling very anxious. I wanted to learn how to do this right. I did a google search and initially contacted MyBudget and it turned out they would do it for me at a high cost. I contacted Sort My Money and David was just what I needed. He has coached me through organising my accounts, and all my regular bills are now scheduled for payment and I know what I have and what is due at any given moment. I now have a very clear picture of what my expenditure and income are and with David’s coaching I am learning how to manage my money. I am now going to my financial planner with a clear picture of what I need per annum to live on in retirement.

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