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Budget Advantage Budget planner

We have attached for your convenience a budget planner. It can be very helpful for people in many different ways. It can be used to assess your current financial situation. It can also be helpful to establish an action plan for any future developments or goals. However it is extremely helpful to us so we can establish a financial strategy to assist our client's to best manage their money.

Simply fill in the blank boxes of the budget planner as you see fit and the planner will give you an insight on how your current budget is looking and how you may be able to improve your situation.

If you would like us to assist you further, please do not hesitate to complete the following details, click on the “OPPORTUNITY” button and one of our friendly, experienced staff will contact you to assist with your enquiry.

NET INCOME AFTER TAX
CLIENT 1
PER WEEK
PER MONTH
PER ANNUM
BASE NET AMOUNT
REGULAR OVERTIME
ALLOWANCES
CENTRELINK
MAINTENANCE
   
OTHER
TOTAL INCOME
CLIENT 2
PER WEEK
PER MONTH
PER ANNUM
BASE NET INCOME
REGULAR OVERTIME
ALLOWANCES
CENTRELINK
MAINTENANCE
OTHER
TOTAL INCOME
TOTAL COMBINED NET INCOME
COMBINED EXPENDITURE
PER WEEK
PER MONTH
PER ANNUM
AMOUNT OWING
LENDER
1st MORTGAGE
2nd MORTGAGE
SECURED CAR LOAN
SECURED CAR LOAN
UNSECURED LOAN
UNSECURED LOAN
UNSECURED LOAN
CREDIT CARD
CREDIT CARD
CREDIT CARD
CREDIT CARD
CREDIT CARD
OTHER LOAN
OTHER LOAN
OTHER LOAN
TOTAL LOAN EXPENSE
UTILITIES
PER WEEK
PER MONTH
PER ANNUM
UTILITY SUPPLIER
RENT (if applicable)
ELECTRICITY
RATES
GAS
TELEPHONE
MOBILE
INTERNET
HOME INSURANCE
CONTENTS INSURANCE
LIFE INSURANCE
FINES
OTHER
OTHER
TOTAL UTILITY EXPENSE
FOOD
PER WEEK
PER MONTH
PER ANNUM
GROCERIES
RESTAURANTS
TAKE AWAYS
TUCK SHOP
OTHER
TOTAL FOOD EXPENSE
MOTOR VEHICLE
PER WEEK
PER MONTH
PER ANNUM
REGISTRATION
PETROL
MAINTENANCE
RACQ
INSURANCE
LICENSES
TOTAL MOTOR VEHICLE EXPENSE
CHILDREN
PER WEEK
PER MONTH
PER ANNUM
SCHOOL FEES
SCHOOL UNIFORMS
SCHOOL BOOKS
SPORTS AND CLUBS
CHILD CARE FEES
OTHER
OTHER
TOTAL CHILDREN EXPENSE
PERSONAL
PER WEEK
PER MONTH
PER YEAR
CLOTHING & SHOES
COSMETICS
HAIRDRESSING
OTHER
OTHER
TOTAL PERSONAL EXPENSE
MEDICAL
PER WEEK
PER MONTH
PER ANNUM
DOCTOR
DENTIST
PHARMACY
VET
HEALTH INSURANCE
OTHER
OTHER
OTHER
TOTAL MEDICAL EXPENSE
           
LEISURE PER WEEK PER MONTH PER ANNUM    
RECREATION    
ALCOHOL    
CINEMA    
GAMBLING    
CIGARETTES    
SPORT    
HOBBIES    
OTHER    
OTHER    
TOTAL LEISURE EXPENSE    
           
TOTAL COMBINED EXPENDITURE PER WEEK PER MONTH PER ANNUM    
 
   
           
INCOME & EXPENDITURE SURPLUS/DEFICIT PER WEEK PER MONTH PER ANNUM    
 
   

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Budget Advantage
PO Box 4505
Forest Lake QLD . 4078

Phone: 07 33725234
(International callers +617+33725234)

Fax: 07 33725234
(International callers +617+ 33725234)

E-mail: inquiry@budgetadvantage.com.au

Mobile service: (Mr Steve Grove) 0429 054615
(International callers +617+429054615)

ABN 64 950 328 028

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