About us

Who we are

We have been providing professional planning advice since 2002.

In that time, there’s been a lot of upheaval in the financial world and a lot of change.

Despite the rollercoaster, one thing hasn’t changed for us. We continue to be passionate about helping our clients to achieve their financial and lifestyle goals.

At inBudget, we help our clients

  • save for what they want
  • reduce their debt
  • create a safety net
  • protect what they have and what they will have in future
  • plan for your retirement.

We’ve been working with people and their money for over 15 years.

“Everything we do, we do to help our clients achieve peace of mind and financial security.

We do this by understanding their situation, educating them and providing them with strategic advice that helps them achieve their goals, so they can enjoy the lifestyle they want.”

Have a look at some of our success stories for an idea of why people trust us and stay with us.

When you’re ready, contact us at inBudget.

It’s never too early or too late to start.

Meet our team

Mark Sullivan

Senior Financial Adviser

Melissa Peters

Cash Flow Specialist

Josie Rabius

Client Service Officer

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

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Get Started

Come and chat with us about how we can help.

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