Fact Files & Downloads

Financial Planning always starts with establishing your income against your expenditure. We recommend that clients download this Budget Planner onto Excel to complete 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 first and then print-off the appropriate Fact File or our latest Newsletter: