Your Current Position - Cash flow, Budgeting & Consumer Debt

Well done on taking action. If you get this part of your financial plan sorted and working well, you will begin to experience financial freedom.

Please take the time to complete the following questionnaire before meeting with your adviser.

Please download the Personal Expenses Questionnaire and complete it the best you can, prior to your meeting. It can be found here.


In your own words, please tell us how you currently manage money.
Your current cash flow system *
How do you feel about your current cash flow system?
Bank accounts - if married / de facto
If married - do you have joint accounts?
Bank accounts - multiple *
Do you have multiple accounts for different things?
Please list any debt that you currently have, the balance owing and the minimum monthly repayment. Mortgage, Car loans, Credit Cards, Personal Loans
Feelings toward debt
How do you feel toward the debt you carry?
How much do you receive per pay cycle into your nominated bank account
What is your weekly rent or your monthly mortgage repayment?
How much cash do you have saved in your bank account?
Want to give us the heads up on anything else before we meet?