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9 Step Money Roadmap
Free Money Resources
Better Money Decisions Start With Better Information
I've created these free resources to help make personal finance simpler.
Download what you need, work through it at your own pace and come back whenever you're ready for the next step.
The 9-Step Money Roadmap
Not Sure What to Do With Your Money Next?
Start here.
The 9-Step Money Roadmap takes you through nine financial priorities in a logical order — from budgeting and emergency savings through to pensions, investing and building additional income.
FREE DOWNLOAD
Free Worksheets
Practical worksheets designed to help you turn financial information into action.
Monthly Budget Planner
See exactly how much money is coming in, where it's going and what's left each month.
Emergency Fund Planner
Calculate your essential monthly expenses and set your emergency-fund target.
Debt Payoff Planner
List your debts, interest rates and repayments and create your own debt-reduction plan.
Net Worth Tracker
Track your assets and liabilities and see how your financial position changes over time.
FIRE Number Worksheet
Estimate how much invested wealth could potentially be required to support your desired lifestyle using common financial-independence assumptions.
Financial Snapshot
Get a clear overview of your finances in one place. Track your income, spending, debt, savings, pensions and net worth, then identify your first financial priority.
Calculators & Tools
Coming Soon
I'm working on simple tools to help you calculate and understand things such as:
Emergency fund targets • Compound growth • Investment contributions • Mortgage overpayments • FIRE numbers • Savings rates • Debt repayments
Bookmark this page and check back as new tools are released.
Want the Complete System?
The free resources tackle individual parts of your finances.
The Money Blueprint brings everything together into one step-by-step personal finance guide.
Calculators, projections and examples are illustrative only. They are not guarantees of future results or personalised financial advice.
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