Case Studies

Bringing tailored advice to the mass market using technology

Adele Martin, Money Mentor.

Adele Martin, is transforming the advice industry, using technology to scale her business.

A multi-award winning Certified Financial Planner, Adele is the founder of Firefly Wealth and The Savings Squad. Adele sat down with us to tell us all about how she has made cashflow and budgeting a fundamental part of her thriving financial planning business.

Adele's practice has generated an extra $20,000 in revenue, while simultaneously creating a strong pipeline of leads that become full planning clients.

“When it's in your face you start to make sure money is directed towards your values. When we're on autopilot that doesn't happen.

To read the full case study click here.

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