Expenditure worksheet

A critical component of any retirement plan is understanding your expenditure.  Not only now but also your future expenditure.

You can DOWNLOAD our expenditure worksheet here>>

We’ve broken the worksheet into three expenditure categories, now, active retirement and post 75+.

The purpose of this is we’ve identified three expenditure taps leading into and through retirement as you enter different phases.  All exhibit slightly different expenditure characteristics.

If you have any questions feel free to email me at gdoherty@jigsaprivatewealth.com.au

Here’s to living your best life!

Glenn Doherty – CFP – Money Mentor | Taking the stress out of planning your self-funded retirement | Founder of Jigsaw Private Wealth

We conduct virtual client meetings!

Advice Disclaimer: Any reference in this publication to the provision of advice refers to advice of a generic nature, and should not be taken as product or investment recommendations. Before any action is taken based on the information provided, independent financial advice from a licensed financial adviser should be sought. Financial Freedom Project Pty Ltd ATF GA & DC Doherty Family Trust Trading as Jigsaw Private Wealth is a Corporate Authorised Representative of Exelsuper Advice Pty Ltd. The information contained in this publication is of a factual nature only and is not intended to constitute financial product advice. Information is current as at July 2020. This is an online information blog. It does not imply an offering of securities.

 


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