Free Downloads

Pension Rate Charts

These come in handy for some of my calculators too.

Noel’s Action Plan

Are you overwhelmed and not sure where to start? Grab this handy 1 page PDF, print it out, start taking action today.

“You don’t have to be great to start but you do have to start to be great.” ZIG ZIGLAR

Noel’s Action Plan for Retirement

Are you overwhelmed and not sure where to start? Grab this handy 1 page PDF, print it out, start taking action today.

“You don’t have to be great to start but you do have to start to be great.” ZIG ZIGLAR

The 20 Commandments of Wealth

Print it out, stick it somewhere visible, and practice these commandments daily. It will help steer you in the way to go and protect you from pitfalls.

The 20 Commandments of Wealth for Retirees

A 1 page PDF to print and reference. Practice these commandments and be in control of your retirement. It will help steer you in the way to go and protect you from pitfalls.

Free Book Chapter: The Torch

Many successful people credit their success to the books they have read in their life. In this chapter, The Torch  from my book Making Money Made Simple  traces the  the history of success books.

Why not grab a cuppa and have a read now?

Executors’ and attorneys’  cheat sheet (V1)

When I asked my accountant what are the main issues that caused hold-ups in finalising estates, she told me they were lack of record keeping and family squabbles. That’s why there is a big section on record keeping in Wills, death and taxes.

This is the first version of an executors’ and attorneys’ cheat sheet, of which the next one will be fillable. We’ve tried to include the things that apply to most people, and to prompt for the other many things that may be relevant to your situation. So it includes items such as the location of your will, contact details of your executors and relatives, and the whereabouts of the trust deed, if you have a self-managed  superannuation fund.

It’s currently 41 pages long, but there’s no requirement to fill in anything at all – you can enter information as it comes to hand, or simply use it to check your existing records don’t have any major gaps. And there are handy ‘skip to’ links that help you jump past sections that are not relevant to you.

This unique document will be something you can save to your computer, retrieve and amend when you wish, and also print a copy to leave with your other estate planning documents.

We would love you to download this cheat sheet, print a copy and jot some notes on it — this will help you see what information you may need to track down. Then let me know if there’s anything about the form you think should be improved before we launch the interactive version.