Budget Planner.

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An essential part of any financial plan is a budget. The Budget Planner is a 1-page step-by-step guide to help develop an effective budget to help you achieve your financial goals.

Budgeting is often seen as an exercise in restricting spending.  A better way to view it though is as a chosen spending plan aimed at getting the things you want out of life.

The Budget Planner takes you through a simple step-by-step process to help establish a budget that suits you, and supports you in achieving your financial goals.

Our Budgeting video may be helpful too.


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Davidson Institute

Whether you’re a budding business, dedicated community group or curious individual, our financial education resources are designed to help you feel more money confident. Powered by Westpac, the Davidson Institute is here to help you work towards the financial future you want.

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