Managed Money Wealth Planner

If you’re searching for the ultimate, all in one Excel tool to track your wealth, the Managed Money Wealth Planner is for you!

Easy setup & straightforward use, even for complete Excel beginners.

Download to organise and grow your wealth today!

The 4-in-1 Wealth Planner includes:

• 12 months of net worth tracking

• Portfolio tracking

• Wealth projection tool

• Retirement planning tool

Track your growing net worth and highlight where you can best make improvements to enhance your wealth!

Build out and plan your ideal investment life with the Wealth Projection and Retirement Planner tools! See if you're on track and make adjustments to ensure the best journey possible.

Digital Wealth Planner available for instant download. This is a Microsoft Excel Macro-enabled spreadsheet. It is best used in Excel 2016 onwards