Sort My Money has been a godsend. I felt embarrassed at first to ask for help with my money, but I am so pleased I did, because I now have a money mentor and confidence with money that I never had before. I previously looked at MyBudget but I didn’t like their establishment fee. Sort My Money charges nothing upfront, which is why I decided to give them go – and I have honestly never looked back since! Thank you David! Myles (Melbourne Vic)

Approximate cost: $5

After a lifetime of being a ‘spender’ I decided to seek advice. Money had always slipped through my fingers, I lived pay to pay.
I had previously been a client of MyBudget for 3 years. However, I left feeling I had not learnt any money management skills. It was a parent/child relationship in which my money was controlled. Their fees were also high, and I was locked in for 6 months while I paid off these fees.
What drew me to Sort My Money from the outset was transparency regarding fees and that there was no lock in contract.
I cannot speak highly enough of David Rankin. He spent over an hour on the phone during our first call discussing my attitudes towards my finances. I could see I had been living in the present, and not thinking about my financial future. What followed the next day was a lengthy phone call where David went through my spending in detail. I felt supported and understood.
In the 5 weeks I have been with Sort My Money I have felt a big shift in my attitude. David’s daily support, guidance, and personalised approach have helped me learn new skills. I feel very confident I will take these skills with me.
David is far more than a financial expert – he has a good understanding of the ebb and flow of money in our lives and the thinking processes that can lead to a feeling of lack financially.
My anxiety over my finances has gone.
And I now even forget when I am getting paid, which is a big, and welcome, shift in thinking!

I have spent years trying to work on my own budget and living paycheck to paycheck, dreading those bills coming in.
I researched both MyBudget and Sort My Money looking for help.
The difference between the two is that Sort My Money teaches you how to manage your own finances compared to MyBudget that control your budget for you.
There are also no upfront fees to pay with Sort My Money.
David Rankin has been so helpful and non-judgmental about my finances, debts and spending habits.
Within 5 weeks we have managed to turn around my finances so that I am no longer in a deficit or living week to week.
I would definitely recommend Sort My Money.
Joanne Cruden

We used to be with MyBudget but this time chose Sort My Money because – unlike MyBudget – they charge no establishment fee and offer a more personalized service. While MyBudget had control of our money, once we left them we were no better off than when we started. Sort My Money has actually taught us HOW to make a budget work and we're excited to say we are no longer living paycheck to paycheck - something we never thought would be possible!

My partner and I are busy business owners and our personal finances were in need of some love, as we were giving all our attention to the business. We also wanted some separation between our business and personal. We initially looked at MyBudget - but did not like their high upfront fee and long-term commitment. We liked the fact that Sort My Money charges no upfront fee and that you only have to stay with them if you are happy with their service. As it turns out, we couldn’t be happier. Our finances are running like clockwork. Plus our business and personal finances are now completely separate but working in harmony. Our accountant is happy too! We also like the personalised service - David Rankin has guided us throughout this process and he is a wealth of information and always on hand if we need him.

I chose Sort My Money’s budgeting services, as I liked the fact that they would teach me how to manage my money myself - as opposed to MyBudget which involved handing my finances over to them and not learning anything. In the space of just a few months, I have started to master new techniques and am feeling much less stressed and far more in control of my money and my financial future. David Rankin is very understanding of personal circumstances and has a wealth of knowledge.

David Rankin was recommended to me by friends and I can safely say he has changed my life! In the space of a few months and by making some really simple, easy to understand changes to the ‘flow’, together we have: addressed a lifetime of excessive spending and poor money management, re-ordered my budget in the form of all my weekly, monthly, annual, and adhoc expenses, educated me on the importance of cashflow for financial health, and most importantly, given ME balance, peace of mind, and the tools to carry on successfully without him when the time comes. A lovely guy and a gentle (but persistent!) money coach, I’d highly recommend David and Sort My Money to anyone committed to changing their unhealthy financial habits.

We did a bit of shopping around to help take our financial freedom goals to the next level after talking to our accountant and really needed a little bit of extra help to reduce debt and look at long term financial goals. We spoke to MyBudget but didn’t want to pay the establishment fee as it didn’t seem like they were going to reduce our overheads in the short term. Once we talked to David Rankin from Sort My Money we were sold, not just on the low cost, but he really wanted to understand our financial freedom goals and he would work alongside us, not just as a number but a real person. He has completely reframed how we think and talk about money and over the year we have reach a lot of those goals with his support. Thank you

Sort My Money has made managing my weekly finances a breeze and – unlike with MyBudget – the fact that there was no start-up cost and a very down to earth and approachable dedicated consultant made it an easy choice for me. I went from having in excess of $6,000 in credit card debt to now having over $10,000 of cash in the bank now. I cannot thank David Rankin enough for his prudent and flexible advice, which has meant that I have still been able to live my life while also exercising sound financial judgement. I genuinely believe I couldn’t have done this on my own.

After being in a well paying job for over 6 years, I had next to nothing in savings to show for it. I read Barefoot Investor, but that didn’t change anything. A friend of mine paid a large establishment fee to start with MyBudget, but that wasn’t for me either. After researching around I came across Sort My Money, who don’t charge an establishment fee and don’t have lock-in contracts. Since joining them, I have finally started putting regular savings aside by sticking to the budget they drew up for me and getting into the habits they suggest. So glad I made the change and loving seeing my savings grow.