The

Cashflow Coaching

Programme
Reach your financial goals
or your money back*
Learn more. Book a call.
or call us on 098878388 or WhatsApp 02102885047

Your Coach

A SortMe pro will create your cashflow plan to get you to your goals faster.
A seasoned SortMe expert will partner with you to build a tailored cashflow strategy - designed, implemented, and refined just for your needs. Think of them as your financial personal trainer: they bring accountability, insight, and motivation every step of the way.

Your personalised plan

Organise the chaos, reduce stress, and put your money on autopilot.
Your SortMe coach will translate your financial goals into a clear, actionable plan - customised to suit your lifestyle and ambitions. This isn’t guesswork; it's a framework that evolves with your life and keeps you progressing toward your money milestones.
Our Gauarantee

Reach your goals or your money back

Make progress towards your financial goals by the end of the programme or your money back.

How it works

Match with a coach

Everyone's financial situation is slightly different. We'll match you with a cashflow coach that suits you and your unique financial needs.

Your cashflow plan

Your coach will work with you to create a framework to help you get to your financial goals faster.

Monthly check in’s

There's really nothing like having someone in your corner a professional that's gonna hold you accountable and adjust things along the way.

Frequently Asked Questions

Who are the coaches?

Our coaches are professional, SortMe professionals based in New Zealand. Think of them as personal trainers - but for your cashflow!

Who will be helping me?

You'll be matched with a financial coach who understands your unique situation and goals. They’ll work with you to create a game plan, keep you accountable, and adjust your strategy as life changes. No judgment, just expert guidance to help you take control of your cashflow and get you to your goals faster.

Is getting a SortMe Financial Coach right for me?

If you’re looking to grow your savings, get to a house deposit, reduce debt, invest wiser, or just get some financial clarity, a SortMe coach is a great fit. Whether you're just starting out or already on your way to financial freedom, having a coach in your corner makes all the difference.

How much does it cost?

The Cashflow Coaching programme is a one-off fee of $299 for the initial strategy session and plan creation. Monthly check-ins are $49 per month starting 1 month after your plan inplementation session.

How long does it take to match with an advisor?

You'll be matched with a SortMe cashflow coach straight away, within 24 hours.

How will I communicate with my advisor?

Meetings with your coach will be through video call using Google Meet. You can also connect direvctly with your coach via email, or WhatsApp - whatever works best for you.

* Details of the guarantee

If you're not making good progress towards your financial goals, after the 6 month period of the programme, you can request a full refund.

12,000+ users

Join the thousands of users that have taken control of their finances with SortMe.

SortMe is a fantastic way to manage your finances. A solid 9/10 so far in terms of everything I’d hope for. I found it very seamless and a lot less convoluted than other apps out there.

Adrian H

Easy to navigate. Easy visuals to track spends and proportion of income on spends. Particularly like the recurring transactions feature.

Shaunee M

Before we found SortMe, we found it overwhelming trying to manage the various accounts between us. We could never quite figure out where our money was going. As soon as we signed up to SortMe, that changed instantly. We could see exactly what we were spending and where we needed to pull back. Amazing tool. Highly recommend.

Stacy & Craig

SortMe has helped us find and cancel app subscriptions we didn't need. Saving us over $2,000 per year. It's so worth it.

Tim P

SortMe has done all the thinking behind what I need to set up a realistic budget, have oversight into my financial position, and make positive financial steps. I love the tips for saving it gives based on my spending - the random subscriptions that I didn’t want but hadn’t been able to quite nail down have been nailed down and cancelled! Super user-friendly. Highly recommend SortMe.

Jillian K

I found a $780 transaction that I had forgot to expense back to the company. SortMe has already paid itself back may times. Brilliant.

Phil W

My go-to for financial management, streamlining the chaos of multiple apps. It's an invaluable tool, simplifying the process with useful features like net worth, transactions, and goal setting. Now, I can easily track my financial health, contributing not just to financial clarity but also improving my overall well-being.

Daniel B

I have already recommended you! I've been made to feel comfortable, and welcome. There is no judgement! The website is informative and easy to navigate. You make it seem like financial freedom is possible!

Kura Walker

Very easy to use platform - much nicer UX than other 'budgeting'/'tracking' software I've used previously. Swift replies from Customer Support (or directly from the CTO!) with any queries. Loving the daily update for keeping me in the know with money in and out.

Katie

SortMe is the perfect solution for taking control of my finances. Many useful features (bank connection, automatic categorisation, budgeting, net worth, etc) that really tick the boxes of everything I could want from personal finance software. Finally found an upgrade from the homemade Excel spreadsheet!

Tim T

SortMe is a great free tool to help you understand where your money goes. It is more comprehensive than some paid tools on the market and easier to use.

Erica

I wish I had this software years ago, it is dramatically changed my approach to spending. A game changer for me! Super easy to use and data presented in a meaningful way that keeps you motivated and not to spend too much!

Petra

Recommended by industry professionals

SortMe is the recommended money management app by financial advisors.

Recommended by industry professionals

SortMe is the recommended money management app by financial advisors.