GOLD SERVICE – includes
three of the “New Prosperity” features, plus all of the services outlined in
the “Basic Service”:
NB: ....... See
Bronze Service for Summary of the MORTGAGE CALCULATOR - features
....... See Silver Service for Summary of the BILL
REMINDER - features
BUDGET PLANNER -
feature
•View all Annual Expenses in one easy to read table
•View Expenses by month or Quarter
•4 Separate Budgets one each for client, partner
joint and ALL
•benchmark Bank Balances against Forecast Budget
•Year to Date Totals for every Income and
Expense
The Budget Planner
pages are fed from all expenses and Income..
INCLUDING:
•Personal Super contributions
•Life Insurance Payments from your Super fund
?
BUDGET PLANNER –
Print page
All Budget Planner pages are printable to your
printer, this is for your convenience to take a snap shot of your budget in
time.
BUDGET MONITORING – tracking
•Benchmarks your Annual cash flow against your
budget
•Communicate home finances for couples (100%
Online)
•Access Budget from your IPad, Iphone laptop …..
the library !
•Excellent for managing some one else’s finances
like elderly parents
•Ultimate financial management tool when
couples work apart for periods of time
……. and many more uses once
all your financial information is updated
“New Prosperity” Budget Planner will empower you to
take control of your expenses and manage them in a more efficient manner,
relieving stress and alleviating many of the unknowns when dealing with family
finances
For $209.00 per year per household (2
individuals) it is around one cappuccino per week for a full year of service !