About Moneymap

SIX EASY STEPS 

 

6 Tools – You can use to help determine investment decisions.
1. Budget Sheet – Find out what you can save by entering income and expenditure.
2. Assets and Liabilities tables – List your assets and liabilities and nominate amounts you may wish to re-allocate.
3. Needs and Objectives - List your short term expenses and investment time frames. Learn about and prioritise investment objectives.
4. Risk Profile – Determine if your attitudes towards investing will meet your investment objectives.
5. Choosing Investments – Access over 30 leaflets on investment types and investment related topics.
6. Calculators – Calculate a number of savings, investment and loan scenarios.

6 Steps – Follow the six easy steps.
1. Input your income and expenditure in the ‘Current Position’ section.
2. Input your assets and liabilities in the ‘Current Position’ section and select amounts you may wish to re-allocate.
3. Consider short term expenses and the use of your monthly surplus. Choose investment time frames in the ‘Needs and Objectives’ section.
4. Prioritise your investment objectives in the ‘Needs and Objectives’ section.
5. Determine your investment attitude in the ‘Risk Profile’ section.
6. Investigate investment options in the ‘Choosing Investments’ section.

6 Outcomes – The Summary sheet will show you;
1. Your monthly surplus.
2. Your major expenses.
3. Your investment time frames.
4. Your investment priorities.
5. Your investment attitude.
6. Investments to research.