Sort My Money - Personal Budgeting

5.0
based on 138 reviews

Customer Approved
“We make customer
service a priority”

Write a review

138 reviews about Sort My Money - Personal Budgeting

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.

verified email - 31 Jul 2022

After buying a new house last year, we wanted to implement a system to organise our finances. We looked at MyBudget to start with but ended up going with Sort My Money, as Sort My Money does not charge an upfront
fee, and we are so glad we did because everything is now a lot more streamlined and working better - and we finally feel that we are getting in control of our money!

verified email - 13 Jun 2022

After being a customer of MyBudget for 6 years, I felt like we weren't any better off than when we started. I had less than $100 saved, and I realised that myBudget were really just a "bill paying service" and they were not teaching me how to budget my money effectively. In April 2022, I started doing my own research and found Sort My Money with David Rankin. David called me and spent a lot of time trying to find out what my problems where and what I needed help with. He explained to me how I could change my mindset about money, and teach me the skills to manage my money better. After 2 months of being with Sort My Money, I feel a lot more self-assured and confident about managing my money, and have a much better understanding of exactly what money is coming in and what is going out. Thank you David.

verified email - 16 May 2022

Thank you, David Rankin at Sort My Money - I can’t tell you how much more secure my husband and I feel, having someone who is able to interpret our complex family finances for us in a way that we can understand. We feel so grateful to have you on our team!

verified email - 08 May 2022

After experiencing some financial stress, I had a look at what was out there but didn’t like the MyBudget reviews I read or their establishment fee and decided to give Sort My Money a go. The result is that, not only have they educated me about how to organise our money properly, they have also left me feeling incredibly financially empowered. I have already recommended - and will continue to recommend - Sort My Money’s services to anyone who tells me that they are not completely on top of their money.

verified email - 12 Mar 2022

I approached Sort My Money because my husband and I were so busy that we did not have an overview of our finances. I looked around at different options and did not like MyBudget’s upfront fee or them taking over our finances, so we decided to give Sort My Money a go - and I am so glad we did. Their systemised approach and personal service are exactly what we were after and we are taking control with their guidance.

verified email - 02 Feb 2022

After years of struggling to pay my bills and living week-to-week, I desperately wanted to dig my way out of the massive financial canyon I had got myself into. As a previous customer of MyBudget (who consistently paid themselves rather than my rent and almost left me homeless because of it - not to mention their exorbitant fees) I researched options for assistance. Of course, MyBudget was the primary result, but after reading through the negative reviews, I came across a suggestion for Sort My Money.
David Rankin was quick to return my call (at 10:30pm - less than an hour after my enquiry!) and from there my life changed.
Unlike MyBudget, Sort My Money don’t act like a controlling husband, holding your precious money hostage. They teach you to manage your money, and even factor in birthdays, Christmas, car tyres and spending money.
In 4 short months, I can FINALLY see a light at the end of the tunnel, and for the first time ever, my bills are paid up, I have money in the bank at the end of each pay cycle and … I had my first Christmas without stress!
I’m now on my way to buying a new car and my first home, all thanks to David and the team at Sort My Money - no “buckets” needed.
If you’re struggling, you’re certainly not alone! Take the most important step and reach out to Sort My Money - you will not regret it!

verified email - 15 Dec 2021

David Rankin at Sort My Money has changed the way I manage my finances. Other services like MyBudget wanted thousands - and to take total control of my money. David has taught me how to manage my own money with genuine, affordable, practical advice. He gave a straight upfront review of my finances and convinced me that with commitment and discipline I could reap the rewards. 5 stars for Sort My Money.

verified email - 22 Nov 2021

My partner and I have been beyond impressed with Sort My Money and how David Rankin has been able to finally give us the financial stability we have so desperately needed. Unlike companies such as MyBudget who take control of all your money, David provides us with a living, breathing budget which accounts for all of our weekly/fortnightly/monthly and annual debits while we remain in complete control of our bank accounts. We never thought we’d be as far ahead as we already are and we are looking forward to seeing how much we can save in 2022. Thank you, David, for all your help.

verified email - 03 Nov 2021

I booked an appointment with MyBudget to go through my finances and they concluded that my only option was to become insolvent. Needless to say, this news – and the insensitive way they delivered it - had a devastating impact on me. During the meeting I began crying when I heard the words “bankruptcy”. At such a young age, earning a decent wage, I would have never thought I would need to declare bankruptcy. When I managed to pick myself up from this, I decided to approach Sort My Money for a second opinion, and I am so glad I did, as their verdict could not have been more different. They told me that my situation could be sorted out and that I had everything to hope for, and ever since that appointment their actions have been as good as their words. I could not be happier with the progress I am making with them and the confidence I now have about my finances as a result. Sort My Money do exactly that. Hold me accountable for my money and teach me the best way to manage it. It was important for me to write this review, because if I had followed the advice that MyBudget gave me, my life would have been very different right now, and so I can only encourage anyone else who experiences what I did to seek a second opinion.

Write a review

Business Awards

Business Owners

Want more customers? Join the Happy Customers Program to promote your business with word-of-mouth.

Get a professional looking profile with no advertisements, access tools to attract more customer reviews, receive free marketing materials, use the Live Reviews Widget on your website, plus lots more...

See how it works

Upgrade Your Account