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Financial Planning
Has it been difficult for you to maintain a budget or attain your savings targets? You may also have had a hard time managing your income and juggling your expenses. Our Financial Planning tools will help you maintain a healthy financial lifestyle or give practical guidance on starting up and running a business.

Our simple 5 step process to good financial planning will help you take control of your finances and enable you achieve your goals.

5 Easy steps to Financial Planning


Your monthly budget
Our Budget Planner can help you get a clear picture of where your money goes. Start off by typing in your income after tax and everything you spend each month. Then we can highlight areas where your spending seems unusual, and provide impartial guidance on how you may be able to make savings.

It's important to be as specific as you can. Click on each category in the planner to consider the individual costs that may be eating into your earnings. If you don't have detailed information just enter the amount you think you spend across the board and you'll still get an idea of where you stand.

Don't worry about confidentiality - we won't see or save your data. Just remember to close your browser window to keep everything you enter completely confidential.Remember to include everyone who is making a contribution to your income.

Get practical guidance on starting a business-Access SME Toolkit.

SME Toolkit
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