Fact Files & Downloads

A foundation of financial planning is living within your means hence it is important to assess your income relative to your expenditure. As a helpful tool we recommend clients download and complete the below Budget Planner, available in Excel format, to help analyse personal income vs. expenditure:

Budget Planner (Excel download)

Biblical Principles of Financial Planning (ACFA)

This page also provides downloadable generic guidance on various relevant financial planning topics. For this reason we call these documents "Fact Files". Click on the relevant topic below and you will be able to view the appropriate Fact File.