Budget Planner

DETAILED EXPENDITURE ANALYSIS

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In order to help you work out how much you can afford to save each month towards achieving your financial objectives or spend each month on your insurance requirements, we have provided a budget planning tool which we hope you will find useful. Please feel free to complete this form and send it to us online.

Client Name

Email Address

Monthly income after employment deductions

Monthly Liability Expenditure

Credit Cards

Personal Loans

Monthly Non-Essential Outgoings

Other (Non-Essential)

Entertainment

Holidays

Gym

Monthly Essential Outgoings

Other

Living Expenses

School Fees

Life/General Assurance Premium

Car/Travelling Expenses

Food

Maintenance

TV/Satellite/Internet

Telephone

Water

Electricity

Gas

Council Tax

Rent

Expenditure Details

Do you expect changes in your expenditure in the foreseeable future?

Do you expect expenditure to rise or fall?

If so, by how much? (Net amount per month)

Why is expenditure expected to change? (if applicable)

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Abacus Wealth Management Limited is authorised by the Gibraltar Financial Services Commission to conduct investment, life insurance and pensions business (FSC permission number 24080).

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DETAILED EXPENDITURE ANALYSIS

Expenditure Details

Services

Clients

Company