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"PERSONAL FINANCE ASSOCIATE"

COMPREHENSIVE FINANCIAL, INVESTMENTS, TAXATION & INSURANCE CALCULATOR

 

FINANCIAL PLANNING

You probably have heard this million times: with no plan you will not get the results you want. Therefore do this spreadsheet as a matter of a priority. Once you have established your budgets & financial positions you need to create a plan of WHERE you want to go financially and HOW you are planning to get there.

This spreadsheet will help you keeping track of you progress as well as serving as a powerful reminder of your vision.

It will cover 4 variations of plans from 10, 15, 20 to 35 years as well as projections of incomes & performance of various assets classes such as cash, shares, superannuation/401K, real-estate etc in line with your planned & projected income and provide you with an estimate on how you are tracking along on a yearly basis.

 

 

COST OF OUR COMPLETE PERSONAL FINANCE ASSOCIATE SOFTWARE PACKAGE IS AUD$29.00 Including GST

 

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