RESOURCES

The guide provides an introduction to:

• Safeguarding your personal finances
• Protecting your business
• Choosing the best business structure
• Planning for business success
• Reviewing and managing your money

Download Now

Before embarking on your business journey, it is imperative that you have ensured there are profits to be made.

Use a Profit and Loss statement to detail the income and expenditure to be incurred within the business. Use this as the starting point, providing the data required to identify margins, cost of goods sold, and breakeven points.

Buy Now

This Cashflow Forecast is a tool that allows you to plan for the financial success of your business ahead of time.

You will be able to identify and prepare for a shortfall in cash and be ready to utilise cash surpluses. With this tool, you can create a monthly Cashflow Forecast for your business and feel confident knowing what your cash balance will be at the end of every month.

Buy Now

The Budgeting Tool helps you to identify your monthly income and expenditure and clearly see whether you are overspending or have a surplus at the end of the month.

The Financial Planner helps you go one step further with your money management by creating a 12-month plan to help you achieve your goals! Whether you want to save a deposit for a property, build an emergency fund or tackle debt - this tool will help bring clarity and confidence to those plans.

Buy Now

The route to financial freedom is through building wealth. Your net worth is a value representing your wealth at a set period in time. Knowing your net worth is key to creating financial freedom. Use this calculator to find your net worth, identify your shortfall and what needs work.

Buy Now

This one-pager will guide you through various areas of your finances and help you take control. Get started by using this tool to review the following areas and take the steps to improve your financial position:

• Habits
• Beliefs
• Goals
• Appraisal
• Net worth
• Budgeting

Download Now