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Financial Tools

Try these financial tools to help you set and achieve your own personal financial goals including budgeting, monitoring expenses and keeping track of your assets and investments.


Personal Budget
- prepare and monitor your own personal budget with these spreadsheets that combine your income and expenditure details.


Expenses record sheet
- so you can scrutinise your daily expenditure to see where your money really goes.


Debt tracker
- keep track of what you owe, how much you owe and make a plan to pay off your debt.


Saving Plan
- use this saving plan so you're prepared for that inevitable rainy day. Save for a sunny day too!


Assets and investment tracker
- use this spreadsheet to keep track of your major assets and investments.


Wealth protection checklist
- use this checklist to make sure you've got all your important assets and wealth elements protected.


Or just download all tools with one click, to get them all!


Also try these environmental checklists - save the planet AND your wallet!

We are not certified financial planners or advisors. The information in this website is general information only. Always consult a licensed financial planner before making any finance or investment decision.


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