Downloads The following downloads may be useful.
Discover how you can be Financially Fit in 40 Days... Starting January 30
Facebook Challenge Helps You Learn How to Set & Get Your Financial Goals ... more
Challenge Week 1 Exercise
For week one of the Financially Fit Challenge, you'll need to read and complete the Values Exercise and Value Chain Worksheet. ... more
Challenge Week 1 Values Worksheet
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Challenge Week 2 Exercise
For week two of the Financially Fit Challenge, you'll need to read and complete the Goals Exercise and the Significant Goals Worksheet as well as the Family Timeline Worksheet. ... more
Challenge Week 2 Significant Goals Worksheet
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Challenge Week 2 Family Timeline Worksheet
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Challenge Week 3 Exercise
Where are you now on the path to fulfilling your goals? Your start point is now so this exercise will help you measure where you are today financially. This is vital because by completing your Financial Snapshot you’ll have a way of measuring your progress towards your goals.
Right now, you’re going to create your first set of real financials so that you can establish how secure your position is right now, and see just how much work has to be done to achieve your goals. ... more
Challenge Week 4 Exercise
Cashflow & Debt Fitness Exercise ... more
Challenge Week 5 Exercise
Last week we looked at Cashflow & Debt Fitness. This week's exercise will tackle the remaining 5 categories of Financial Fitness: Goal and Retirement Funding; Investment and Superannuation; Pension and Social Security; Insurance and Estate Planning; and Taxation. ... more
Challenge Week 6 Exercise
In this exercise you’re going to pull all the pieces of your plan together and make it happen in a way that is really going to work for you. ... more