Calm digital guides and planners

PDF downloads (5 files)

The Australian Money Mindset

Ebook, workbook, affirmations and trackers for a calmer relationship with money, with honest, practical first steps.

General information only, not financial, tax or legal advice. Results will vary and are not guaranteed. Examples are illustrations, not promises. Please speak to a licensed financial adviser, registered tax agent or free financial counsellor about your own situation.

Editable Word files, print ready PDFs and a licence guide

The Australian Money Mindset, Customisable Pack

Editable Word versions with a commercial licence, so you can adapt it for your own audience.

Coming soon

General information only, not financial, tax or legal advice. Results will vary and are not guaranteed. Read the licence before use.

Excel (.xlsx), Example and Blank versions, plus a Quick Start Guide

Couples Budget Planner AU

A calm, colourful Excel budget planner for couples, made for the Australian financial year.

General information only, not financial, tax or legal advice. Results will vary and are not guaranteed. Check the ATO or a registered tax agent for your own situation.

Excel (.xlsx), Example and Blank versions, plus a Quick Start Guide

Sole Trader Finance Tracker AU

Track invoices, expenses, GST, BAS and tax set aside in one simple Excel workbook.

General information only, not financial, tax or legal advice. Results will vary and are not guaranteed. Estimates only. Check the ATO, business.gov.au or a registered tax agent for your own situation.