Balancing Finance Reviews 5

TrustScore 4 out of 5

4.1

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Company details

  1. Accountant

Written by the company

Your Personal Finance Coach for a Balanced Financial Future! Welcome! I'm Jaimi, a highly experienced finance coach and qualified accountant with over 15 years of expertise in the finance industry. My mission is to help people from all walks of life improve their personal finances and achieve a brighter financial future. What I Offer: As your dedicated finance coach, I offer a comprehensive range of services designed to meet your unique financial needs and goals.


Contact info

4.1

Great

TrustScore 4 out of 5

5 reviews

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Rated 5 out of 5 stars

Student loan cleared

I cannot thank Jaimani at Balancing Finance enough for her exceptional support. As a self-employed IT contractor, managing my finances was challenging, particularly with my mortgage rate increasing from 1.96% to 5.5% and the significant student loan deductions impacting my self-assessment. Adding to this, I was also planning my wedding in July, which made things even more stressful.

I initially found Balancing Finance through their social media platforms, which were very informative. After reaching out directly, everything fell into place. Jaimani not only helped me balance my finances but also transformed my mindset about spending, ensuring that I no longer spend more as I earn more. Thanks to her guidance, I have paid off my student loan and developed a clear plan to manage my debt while staying on top of my mortgage and bills.

I am incredibly grateful for her assistance and highly recommend Jaimani and Balancing Finance to anyone seeking professional financial advice.

September 10, 2024
Unprompted review
Rated 5 out of 5 stars

Jaimi is amazing

Jaimi is amazing!

She listens!!! She’s so easy to chat to and feel like you’re making progress with.

She’s been able to pin point what I need - how many sessions, and made me feel like I’m getting more organised. I feel motivated but Jaimi has made me feel really really focused.

I’m working with her for several weeks going forward and cannot wait for my next meeting

September 4, 2023
Unprompted review
Rated 5 out of 5 stars

Review for Jaimi:

Review for Jaimi:

I recently had a session with Jaimi, and despite being a financial accountant myself, she posed questions about my finances that I'd never even considered. It's clear that Jaimi is not only a capable and professional coach but also possesses a deep understanding and experience in helping clients navigate through their challenges to achieve their objectives. Highly recommended.

June 23, 2023
Unprompted review
Rated 5 out of 5 stars

More clarity and motivation with Jaimi

Jaimi was very helpful in helping me to get some clarity around my finances.
She offered some helpful guidelines and insights into ways I can make some simple and some more radical changes.
I came away from her session with a clearer plan for the project we are creating, and some ideas to check out.
I was given some ideas to work on, a clearer budget and a printed review of our session.
I have saved myself some time and money with the ideas she shared.
I would highly recommend Jaimi Paraekh.

June 26, 2023
Unprompted review
Rated 5 out of 5 stars

Work with balancingfinance have helped…

Work with balancingfinance have helped me a lot specially as a mum.
I was unaware of my finances situation, I had no idea that I could do more to increase my finances so I can have peace of mind. Having this amazing coach with me on my journey has been a game changing in my life. Now I have more control on my finance situation and a better mindset about money. Thank you so much for everything so far and I can’t wait for my next session with you.

July 5, 2023
Unprompted review
Balancing Finance logo

Reply from Balancing Finance

Thank you very much Helena for your lovely review; I look forward to seeing you smash your financial goals.

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