Budget Planner

At Advanced Financial Planning Solutions, we’re pleased to share with you what we think is the best free budget planner available. Before you start, we’d like to offer some tips:

  1. Be honest about what you’re earning and spending 
    You’ll only ever advance your financial life by being honest. Even if the results aren’t what you’d like them to be, it provides us with the opportunity to have a meaningful discussion with you.
  2. Budgets are NEVER about denial
    That’s the biggest mistake people make and for that reason a lot of Australians never even consider a budget because they think it means you won’t get what you want. In fact the opposite is true – you are more likely to get what you want if you have a goal and a budget planner to help you achieve it.
  3. Don’t make a budget to keep up with the Jones’
    Getting control of your financial life means that it must meet your goals first. A common mistake is looking at other people and trying to keep up with them. What you probably don’t know is that they have lots of debt funding a lifestyle that’s making them stressed. Instead make a budget with your own goals in mind.

Let’s get started

So what does the free budget planner consider? Take a look at the list below. You’ll need to have an idea of these before you start. The budget planner allows you to select if they are a weekly, fortnightly, monthly, quarterly or an annually occurring item.

Online budget planner

  • Income from all sources
  • Home and utility spends
  • Insurance and financial expenses and savings
  • Groceries
  • Personal and medical costs
  • Entertainment and eating out
  • Transport and car expenses
  • Child costs

Download it here

We’ve sourced this budget planner from the Australian Securities and Investments Commission. You can download the Budget Planner as an Excel file here or you can visit their website here. We suggest you use the Excel file as it will allow you to save and modify your budget over time.

Need help with your Budget Planner?
Helping individuals and families create a budget planner that works for them now and advances their future financial plans is one of the things we do to help clients step forward. Often our clients achieve more than they think they can, after they receive our advice.

Call us on 0411 331 870 or contact us and ask for an appointment.

Your first appointment is at our cost, to see how we might assist.

Is that the kind of financial planning support you’d like to access to help your family get and stay ahead?

If so we’re here to help you.

Call us on 0411 331 870 or contact us and ask for an appointment. Your first appointment is at our cost, to see how we might assist.