Online Store

Personal Planning

An excel template that will help you manage your personal finances and keep track of where your money is going – $5.00 + GST.

Company Budget

If you need a simple way to prepare your business budget, then start with our excel business budget template.

It will help you think about all the detail, and then summarise it into a simple-to-read budget that is easy to understand – $10.00 + GST.

Life Organiser

The Life Organiser has been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death.  It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely.

You can simply purchase the Life Organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate.  Upon completion of your Life Organiser we’ll store an electronic copy for you.

Benefits of a Life Organiser

  • Allows you to take action to document your affairs so they are easier to manage
  • Saves time and hassle when ‘looking for documents’ with a central register to collate all material
  • Ensures that your personal details and final wishes are documented
  • Highlights whether your insurance cover is in accordance with your needs,
  • We’ll store both physical and electronic copies of your documents, so they can be accessed and updated easily
  • Gives you peace of mind knowing you are prepared should something unexpected happen
  • Gives you security knowing that a backup of all of your documents is stored safely in an electronic manner

Life organiser template and storage for 12 months including cloud access to your template – $195+GST.

 

Life organiser template and storage for 12 months including cloud access to your template plus a review meeting where we’ll manage the process and advise you of any actions we think would benefit you – $495+GST.  We will contact you within 2 business days to arrange the review meeting.