Financial Planning Checklist
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Financial planning checklist

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image shows a spiral bound notebook open to one unlined A5 page. Hand written in pink block letters is: “financial review checklist” Beneath that it says: “balance check: transaction accounts (daily); savings accounts (weekly); help debt (monthly); super balance (monthly); other debts (-); micro investments/raiz (fortnightly); shares/investments/sixpark (monthly); assets I can/want to sell (monthly); and, tax paid/payable (quarterly). The text continues…
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