Tools & Templates
Practical templates and checklists to support clearer decisions—cashflow, wealth-building, and risk planning—built for busy professionals and business owners.
Inside this hub:
Cashflow & budgeting trackers
Planning checklists & review prompts
Risk & insurance readiness tools
Business protection templates
Browse the latest tools below — or search for what you need.
2025 Financial Year-End Checklist
Before the financial year ends on June 30, take a moment to review your super contributions, optimise tax deductions, and update your insurance and beneficiary details. Use this concise checklist to finish strong and start the new financial year with clarity.
The Essential Life Insurance Checklist: Secure Your Future with Clarity
Life insurance doesn’t have to be confusing. This practical checklist simplifies the process of evaluating your life insurance needs—perfect for busy professionals, families, and business owners looking to safeguard their future.