| IG Wealth Tools
Welcome to "Wealth Tools". Learning with others and using interactive tools that engage your senses, are proven ways to enhance your comprehension and to build your confidence to go out and build wealth.
Why spreadsheets? Well designed spreadsheets are easy to use and can be fun. Their capacity to do "WHAT-IF" analysis is a powerful tool that allows the user to look into the future!
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Learn:
• The basics of setting budgets
• How to take control of your budget and set goals
• How, a small amount saved now, could be worth a fortune
• The power of compounding
....and more! |
“Only fools believe that money, in and of itself, will make them happy. Bigger fools, however, believe that they can lively happily without it. That may have been true in the days of St Peter the Hermit, but in 2006, it’s just not possible to fulfill your responsibilities to yourself and your dependants without money.”
(Source: Don't Bitch, Just get Rich - By
Toney Fitzgerald ) |
 Independence Group Service Agreement
This agreement applies to templates that you download from this site. Please read it. If you do not agree to these terms, do not download any template. |
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1. Why Budget - Article on 4 Steps to a
budget for Financial Independence
Click Here
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Interestingly, if you were to ask a number of people what causes their money problems it's likely they would say it was a lack of income, i.e. their boss doesn't pay them enough money for the work they do!
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2. Financial Independence Calculator
Click Here |
An Engineer undertaking to commence a project will always start with the end in mind. Sorting out your finances is no different. At what age do you want to be financially independent and how much will you require?
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3. Budget Planner Spreadsheet
(Also contains the Loan Calculator &
Loan Amortization Schedule)
Click Here |
This is where you try to determine your current expenditure - that is, have a look at how and where you spend your money over the last month or quarter.
OPENING INSTRUCTIONS: Click on the following buttons for the dialogue boxes that show up after clicking the ">>More" link:
(a) Open, Save, Cancel - Click the "Save" button and save a copy on your local drive.
(b) Security Warning: click on "Enable Macros"
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4. Future Value Spreadheet
Click Here |
It allows you to estimate the future value of a Managed Fund or Superannuation Fund - see examples provided.
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Watch out for more exciting wealth tools!
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NOTE: The attachments run on Microsoft Excel Spreadsheet.
Please contact us should you need any assistance in opening the related files or working through them.
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