Helix Planning Reviews 5

This class is great for a basic introduction to Financial Literacy! It gives you the framework from which to build a financial plan for your life including how to create a budget and how to identify gaps in your current financial system. We are pretty good at budgeting our money each month but the gap tracker was so comprehensive; it really helped us identify a few areas in our budget where we overlooked.

All the videos are professional and very informative. The interactive exercises and handouts really help solidify the content you're learning. It's very easily applied to your own finances.

This course has helped us get on the right track to purchasing our first home. Highly recommend!

This course has really helped me see where I was going wrong with my finances. Thanks to all the downloadable documents from the course, I can now track everything that happens with my money and it's helped me save a bunch! And it really doesn't take that long! Sarah has done a great job explaining, what can really be a "boring" thing for most of us, in such a way that I was captivated until the end!
I highly recommend this course for all of us with holes in our pockets!

I'm pretty good with money and saving but I've never really tracked my cash flow or set up a proper budget plan. The money intelligence course really reinforced that I was on the right track, but also highlighted knowledge and actions I hadn't yet considered. It was easy to follow and the worksheets were useful for putting what I was learning to practice. I can now be confident in my financial literacy skills while I save for a house deposit and future travels. I'd definitely recommend this course to others who want to create a good foundation for positive money habits.

Learning about finance and money has always been a burden for me so I avoided it at all costs, I hated the jargon they used and felt lost during an explanation but too embarrassed to say I don’t understand....this course broke it down piece by piece and I was able to grasp it at my own pace and not confined to an appt with an advisor who only had about 40 minutes for me and felt rushed and charged for “services” provided.....This was insightful and offered great tips and worksheets for me to plan my way instead of “winging it. I would definitely recommend this course to others!!!

3 modules packed full or content and practical exercises. Sarah - and her handy downloads - make grappling with your cash flow, budget and working towards your money goals clear and simple. With some discipline; I feel so much more confident about making my money work for me now. I’ll never be someone who archives her bank statements away without reading them again...