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Budget planner calculator

Ensure all income is after-tax.
Do not use commas.
Amounts entered are: weekly fortnightly annual


Income (after tax)	You	Your Spouse

Income from salary	$	$
Income from retirement product(s)	$	$
Benefits	$	$
Investment income	$	$
Other income	$	$
Total Weekly Income	$	$


Home	You	Your Spouse

Rent or mortgage	$	$
Water rates	$	$
Home and contents insurance	$	$
Land rates	$	$
Maintenance/repairs	$	$

Investment Property	You	Your Spouse

Rent or mortgage	$	$
Water rates	$	$
Home and contents insurance	$	$
Land rates	$	$
Maintenance/repairs	$	$

Repayments	You	Your Spouse

Car loan	$	$
Credit cards	$	$
Store cards	$	$
Personal loan	$	$
Equipment rental	$	$
Other debt	$	$

Utilities	You	Your Spouse

Electricity	$	$
Gas	$	$
Telephone	$	$
Internet	$	$
Cable TV	$	$

Transport	You	Your Spouse

Petrol	$	$
Public transport	$	$
Vehicle(s) registration	$	$
Vehicle(s) maintenance/repairs	$	$
Vehicle(s) insurance	$	$

Food	You	Your Spouse

Groceries	$	$
Eating out - lunches	$	$
Eating out - dinners	$	$

Education	You	Your Spouse

School fees	$	$
Uniforms	$	$
Self education	$	$
Books	$	$
Out of school activities	$	$
Child minding	$	$

Medical	You	Your Spouse

Health insurance	$	$
Doctor	$	$
Dentist	$	$
Optometrist	$	$
Alternative therapies	$	$
Other (eg phsio, podiatry, chiro etc)	$	$

Personal	You	Your Spouse

Clothing	$	$
Personal grooming	$	$
Hobbies	$	$
Sport (gym membership, clubs etc)	$	$
Holidays	$	$
Gifts	$	$
Alcohol	$	$
Cigarettes/tobacco	$	$
Cinema/videos/DVD	$	$
Mobile phone	$	$
Donations	$	$
Magazine/newspaper subscriptions	$	$
Other (eg dry cleaning, fines, etc)	$	$

Other	You	Your Spouse

Life/income/term insurance	$	$
Pets (food, vet bills)	$	$
Special projects	$	$
Total Weekly Expenses	$	$


Summary

After tax income		$
Less your living expenses		$
Total Weekly Surplus/Deficit		$

Disclaimer

This Budget Planner is not designed to provide financial, investment or taxation advice or recommendations and should not be relied upon as such. The results do not take into account the investment objectives, financial situation and circumstances of any particular person. It is strongly recommended that you discuss the results with your financial adviser to assess your individual circumstance. Individuals will not be able to purchase investment/financial products from AXA unless the Product Disclosure Statement (PDS) related to those products have been read and understood in full. AXA nor any of its subsidiaries accepts any liability for any omissions, errors or inaccuracies in the results generated by the calculator or use thereof.

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