Free 15-Minute Call — Limited Time Offer

What we cover in 15 minutes:

  • A live walkthrough of your account and how to get the most out of it.
  • How to structure projects for your specific financial situation.
  • How to model recurring and one-off income and expense items.
  • How reserve pots, drawdowns, and debt tracking work together.
  • How to read your forecast, spot weak months, and stress-test decisions.

View live availability

Pick a slot that works for you — completely free, no strings attached.

Yes — for a limited time we are offering a completely free 15-minute onboarding call. No payment required. Just book a slot and we will talk you through the platform.

We will walk you through everything Project Cashflow can do: setting up projects, adding income and expense schedules, using reserve pots, running forecasts, and reading the charts. You will leave knowing exactly how the site can help your specific situation.

No. This session is product guidance and planning support for using the app, not regulated financial advice or a suitability assessment.

Yes. The Calendly confirmation email includes your reschedule and cancellation options.

Important disclaimer

Content on this site is for educational and planning purposes only and does not constitute regulated financial advice. Always assess your own circumstances and seek guidance from a qualified adviser where appropriate. See the full disclaimer.