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.
The Gold Map: A One-Page Visual Guide on Gold, the US Dollar & Interest Rates
Want a clearer way to understand gold’s price swings? This blog introduces The Gold Map—a one-page cheat sheet showing how interest rates and the US dollar impact gold. Download it free and sharpen your investment thinking.