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Go to the Money Map

See where your money is going and find out your surplus or deficit.

Personal Money Map

Learn the key sections of your Personal Money Map as well as how to fill these out accurately for our Advisers to review.

Using the Money Map

Tracey gives an overview of how you can use the Money Map to see where your money is going.

Money Map Guide: Personal Income

Tom demonstrates in detail how to correctly fill out the Personal Income section of your Money Map.

Money Map Guide: Personal Expenses

Tom demonstrates in detail how to correctly fill out the Personal Household Expenses section of your Money Map.

Rental Money Map

Learn the key sections of your Rental Money Map as well as how to fill these out accurately for our Advisers to review.

Money Map Guide: Rental Income

Tom demonstrates in detail how to correctly fill out the Rental Income section of your Money Map.

Money Map Guide: Rental Expenses and Spending

Tom demonstrates in detail how to correctly fill out the Rental Expenses and Spending sections of your Money Map.

Go to the Money Map

See where your money is going and find out your surplus or deficit.