Financial Wellbeing
Budget Planner
| Essential Item | Cost | Action |
|---|---|---|
| Total | 0.00 |
| Non-Essential Item | Cost | Action |
|---|---|---|
| Total | 0.00 |
Total Expenses: 0.00
| Item to Reduce | Current Cost | New Cost | Savings | Action |
|---|---|---|---|---|
| Total Savings | 0.00 | |||
| Item to Replace | Current Cost | New Cost | Savings | Action |
|---|---|---|---|---|
| Total Savings | 0.00 | |||
| Item to Eliminate | Cost | Action |
|---|---|---|
| Total Savings | 0.00 |
Total Savings: 0.00
| Monthly Income |
|---|
| Needs (50%) | Cost | Action |
|---|---|---|
| Total | 0.00 |
| Future/Savings (30%) | Cost | Action |
|---|---|---|
| Total | 0.00 |
| Wants (20%) | Cost | Action |
|---|---|---|
| Total | 0.00 |
Budget Summary: Needs: 0.00 | Future: 0.00 | Wants: 0.00
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My work offers information about saving, planning, budgeting and investments, but never personal advice. If you’re unsure what financial products are right for you, including investments, then please seek professional financial advice from a certified & regulated independent financial advisor. Please be reminded that when it comes to investments, your capital is at risk.