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Budget Planner

Our budget planner is part of our unique approach to financial planning and is what sets us apart from our competitors. Most financial services companies are not equipped to provide their clients with a tool to accurately plan their budgets and future goals, which is a vital part of personal financial planning.

The personal budget available on our website is a free and easy tool available to all our clients and allows them to capture their monthly income and expenditure, thereby providing them with valuable information on their finances. The information captured is safe and secure and is encrypted with the very best technology, similar to that used by internet banking sites. Captured information is saved from month to month, and the system allows the user to make changes and additions on a monthly basis.

Furthermore the budget planner offers useful financial tips and advice pertaining to various aspects of your budget, be it interest on home loans or ways to consolidate credit card debt.