• YOUR financial plan
    where money just works
    Finances all over the place? Not sure of your next step? Planning your future on your own can be hard. Thankfully, we’ve got the system to help.
    how it works
  • The Great Australian
    Dream lives here
    Owning your own home is something most people dream of. Our plans are designed to turn that dream into reality.
    how it works
  • Make decisions
    with confidence
    Information is king, especially with decision making. House, wedding, children, retirement… we use your real financial data, to put you in control.
    how it works
  • Get the whole
    picture
    Bank accounts, credit cards, super funds… even your investment property. See your financial plan come to life, all in the one place.
    HOW IT WORKS
YOU DON’T HAVE TO HAVE MONEY TO MAKE MONEY, YOU JUST NEED TO MAKE A PHONE CALL. YOU’RE CAPABLE OF MORE THAN YOU REALISE!
Call us

Bisi Money is a different kind of financial planning company. We help Australian’s secure their financial future through property ownership and smart spending and saving strategies. You don’t have to have money to make money, you just need a plan.

THE GREAT AUSTRALIAN DREAM lives here, and anyone can have it.

We were fed up with financial advisers not addressing the needs of most people. That’s why we started Bisi Money. It’s not about products and it’s not about commissions. It’s about helping you manage your money TODAY, tomorrow and for the rest of your life.

We’re reinventing financial advice for Australia.

Who we help
You don’t need to have a large income or lots of money saved, you just need a genuine desire to make a change in your life and build the future you want.
  • Have lots of goals but aren’t sure if they can be achieved
  • Feel like you lack clear financial direction
  • Unsure how much you spend or where your money goes
  • Want to invest but don’t know where to start
  • Debt is growing or doesn’t seem to be coming down
get help now
you're not alone
%
Of people have no plan or only a rough plan
%
Of Australians are worried about money
%
Are kept awake at night worrying about personal finances
How we help
We combine our EXPERTISE to produce a wealth building plan tailored to you.
  • STEP 1 – Understand you
    1.1 Find out about you and your world
    1.2 Compare you to others like you (benchmarking)
    1.3 Discuss, analyse and prioritise your goals
  • STEP 2 – Project your future
    2.1 Recommend a spending, saving and investing program
    2.2 Run cash flow projections for the next 2-30 years
    2.3 Set alerts for when you reach key goals and milestones
  • STEP 3 – Implement and track your plan
    3.1 Upload your plan and budget into our technology solution
    3.2 Connect your bank accounts
    3.3 Analyse your progress using real time data
  • STEP 4 – Report on progress and adjust as needed
    4.1 Send monthly reports on progress
    4.2 Provide access so you can see your overall situation
    4.3 Review actual versus budget and adjust as needed
What our clients say
  • "Lincoln really wants and actively chooses to make a positive difference in people's lives. His care was evident in all his interactions with us. His patience, perseverance, honesty, commercial acumen and logical reasoning is gold. We look forward to working with Lincoln for years to come."
    Shobana – Head of Professional Development – International consumer goods
    “This is the first time we have used a financial planner and Lincoln has managed to consolidate our superannuation, provide advice and set up appropriate insurance, and get our bank accounts automatically feeding into Xero so that our spending can be tracked and reported on each month.”
    Khaila – Administration – Taxation/Property
  • “The reports Lincoln generates after reconciling our transactions give a precise break down of where our money is going and gives us a good indication of where there are savings to be made. Lincoln has arranged all of the above via Skype and Go to Meetings as we are based in different states, it really couldn’t have been easier!”
    Clinton – IT Manager - Taxation