Managing your money effectively is the key to growing your wealth and funding your goals — especially with the rising cost of living. Whether you’re looking to reduce debt, save for something meaningful, or simply feel more in control, the best place to start is with personalised financial advice.
Our expert advisers offer one-on-one coaching and tailored financial plans to help you understand your cashflow, make intentional choices, and achieve your financial goals.
To support your journey, we’ve created a simple, easy-to-use budgeting tool that helps you track your income, expenses, and potential monthly savings. It’s a great way to build awareness and start making smarter financial decisions.
Download the tool by entering your name, email address, and phone number below.
(Requires Microsoft Excel or a compatible application.)
It’s important to understand that the overview provided by this calculation is for guidance only and should not be taken as financial advice. Your actual budget and savings goals may vary based on personal circumstances, changes in economic conditions, and unforeseen expenses. We recommend consulting a qualified financial advisor to create a tailored plan that meets your specific needs.
By downloading this tool, you consent to being contacted by us with relevant updates, offers, and additional information. We respect your privacy and will not share your information with third parties. You can opt out of communications at any time.
The Budget tool has been developed by the Wealth Maximiser team using various sources and is intended for guidance only.
The figures are in captured in Australian dollars.
Whilst we aim to provide a variety of categories, we are unable to capture every type of expense.
The potential savings amount does not account for any unforeseen expenses or change in circumstance and should be used a guide only.
This budget tool is designed for single person use only.
The tool provides a simple calculation to show if the person is on track with their savings goal by saving above or below the target entered.
The budget tool should not be used as financial advice.
Book your no obligation
complimentary
25 minute Goal Setting session with a Wealth Coach
Book a free session
