Gabriella Ingram’s Journey To Spending Planners
Gabriella Ingram began building her own accounting and bookkeeping business in 2013, but it was the many years in the lead up to this that has shaped the approach and focus of Spending Planners Adelaide.
The Beginning
Gabi started out as a small business owner in regional SA. She was in the hospitality industry and specialised in planning and catering functions and weddings. This was where her passion for organisation, systems and procedures was realised. As much as she loved this work, her family needed to come first, so she chose to complete an Advanced Diploma in Accounting.
She secured an office and administration role in a family accounting firm while she was studying and continued there as an accountant once she was qualified. It was at this point that Gabi began to realise she would never be a standard accountant. She had built strong relationships with the firm’s clients and was a trusted source for advice. She knew she had a genuine empathy for business owners and real passion for helping them understand and improve their situations through her experience, organisation and efficient systems.
Once she had become an ‘accountant’ she desperately missed the connections she had made and began to feel a decrease in her job satisfaction. When the firm was bought by a bigger company, Gabi knew this corporate life was not for her. She was dedicated to small business owners and offering them affordable, practical support in a language they could understand.
Finding Her Passion
The next chapter for Gabi was to take on the role of General Manager of a small building franchise company of 7 branches here in South Australia. Gabi’s passion was ignited once again, using her love for small business, accounts, organisation and her hospitality background to grow the business. And grow it did. When Gabi left her role she had taken them from 7 to 35 franchises along the Eastern sea board.
From here, a chance encounter saw Gabi buy a little Adelaide bookkeeping business. With only 2 clients on the books, she jumped at the chance to rebrand and grow this little business in line with her passions and talents.
Its success came down to Gabi’s various life experiences. She’s a mum, a bookkeeper, a function planner, a social butterfly, a coffee drinker, a mentor, a manager and a small business owner. Coupled with her passions, this was a perfect recipe for something new and exciting in the industry.
Spending Planners Discovery
The discovery of an opportunity to work at a level with clients in not only the business world but on an individual basis was the catalyst to Gabi’s next goal.
She realised that she could empower people to change spending habits and successfully create wealth. So she sold her business and made the shifted from a ‘business focus’ to a ‘family oriented focus’, which in turn, gave her a better family/life balance.
Spending Planners are a new profession, similar to Money Mentoring but with amazing software.
- Bookkeepers and Accountants care about your Profitability not the journey.
- Financial Advisors are interested in creating wealth when a family has the funds
- Lenders love you when the deposit goal or equity has been reached and that you have a solid track record for paying bills on time
Spending Planners are the missing link and Gabi couldn’t be more excited to be part of this amazing journey – over 30,000 clients on a Spending Plan can’t be wrong!
History Of Spending Planners
David Wright is the founder of Simply Budgets and The Spending Planners Institute.
David grew up on a small farm in central Queensland in Australia and after completing high school he spent 5 years training and working in a Metal Trade before deciding to change careers. He trained and entered Secondary School Teaching and for 20 years, taught Industrial Design and Technology at various State Schools in South East Queensland.
After reaching the top of the pay-scale ladder as a schoolteacher, David realized that nothing was going to improve financially unless he found a new and more effective way to manage his finances. Driven by a desire to do better, he spent thousands of hours developing and fine-tuning a system to better plan his financial affairs. The system he developed worked so well, he felt he just couldn’t keep it to himself.
Built on real-life experiences, Simply Budgets became best-selling software, well in excess of 25,000 copies. It was built on sound financial principles that David accidentally rediscovered but approached from a different angle, and it was this unique focus that made Simply Budgets simple but very powerful.
David came to see that while his software was very popular and powerful it would be more effective in the hands of people who were trained and certified to deliver not only the software, but a coaching service that took clients through the correct steps to set it up and then add mentoring and accountability.
From this, the Spending Planners Institute was born and the Simply Budgets system that allowed David to take control of his own family’s finances has now been placed in the trust of a growing team of Certified Spending Planners. These experts will ultimately help thousands, if not millions of people from all over the globe to take control of their finances as well.