Mindful Budget

ME Money Mapping - "Getting it together"

Complete the required fields below for your Money Mapping Initial Overview report to see when you can hit your savings goal or how soon you can be debt free!
Only fields marked with an asterisk are required.

* NOTE - IF a Field is required but not applicable to you, please enter 0 to move on.

PLEASE DO NOT USE ANY SYMBOLS WHEN COMPLETING THE ENTRY FIELDS - EXAMPLE -

$,@,*,%,(),#,! OR &
Client/s Details

If there is more than one client these questions are repeated.
Title
First Name*
Middle Name
Surname*
Occupation
Employer
If Self Employed type "Self"
Client 2 Details (if applicable)
Title
First Name
Middle Name
Surname
Occupation
Employer
If Self Employed type "Self"
Date/s of Birth
Client 1 Date of Birth *

DayMonthYear
NOTE : You can type straight into the field but it has to be in the above FORMAT.
Client 2 Date of Birth

DayMonthYear
NOTE : You can type straight into the field but it has to be in the above FORMAT.

Address/s
Number, Street name
Suburb
Post Code
State
Contact Details
Client 1 Email*
example@example.com
Client 2 Email
example@example.com
Client 1: Phone Number - Mobile*
Please enter a valid phone number.Format: 0000 000 000.
Client 2: Phone Number - Mobile
Please enter a valid phone number.Format: 0000 000 000.
Client 1: Phone Number - Home
Please enter a valid phone number.Format: (00) 0000-0000.
Client 2: Phone Number - Home
Please enter a valid phone number.Format: (00) 0000-0000.

Income/s

Rental incomes is combined for both parties and discussed in terms of percentage subsequently. Family allowances are described as client 1 & 2 for identification purposes.
Client 1 Gross Salary / Wage*
$ Before tax annual income
Client 2 Gross Salary / Wage
$ Before tax annual income
Rental Income
$ Combined rental income PER WEEK from any investment properties
Client 1 Centrelink A & or B + Maintenance Income (Tax Free)
$ PER ANNUM
Client 2 (Centrelink A & or B + Maintenance Income (Tax Free)
$ PER ANNUM
Client 1 (Centrelink Other)
$ PER ANNUM
Client 2 (Centrelink Other)
$ PER ANNUM
Client 1 Other Income
$ PER ANNUM Before Tax
Client 2 Other Income
$ PER ANNUM Before Tax
Assets & Liabilities
Home Value
$
Home Loan
$
Vacant Land Value
$
Vacant Land Loan
$
Investment Property Value
$
Investment Property loan
$
Living expenses
MONTHLY - Everything other than Loan / Debt payments
Client 1 Motor Vehicle Loan
$ Total balance owing
Client 2 Motor Vehicle Loan
$ Total balance owing
Client 1 Store Loan Balance
$
Client 2 Store Loan Balance
$
Client 1 Credit Card Balance
$
Client 2 Credit Card Balance
$
Client 1 Personal Loan Balance
$ Total balance owing
Client 2 Personal Loan Balance
$ Total balance owing
Client 1 Cash on Hand
$
Client 2 Cash on Hand
$
Client 1 Superannuation
$
Client 2 Superannuation
$
Client 1 Fixed Term Deposit
$
Client 2 Fixed Term Deposit
$
Client 1 Bonds
$
Client 2 Bonds
$

My Products

Free Money Mapping Initial Overview

An initial overview of the potential the ME program can achieve using its modelling and cash flow directional strategy.

$16.50AUD

Strategic Brief

A fully personalised strategy showing

$ FreeAUD

Total

$0.00AUD

ME Money Mapping - "Getting it together"