Gold services

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 !