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BENEFITS
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SILVER
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GOLD
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Subscription Fees
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Membership is currently free of charge.
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An affordable subscription fee of $22.00 per month (inclusive of GST) is paid via
direct debit from the member’s credit card.
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General
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Context sensitive help is available throughout Lifestyle Planner including pop-up
help tips on various fields and buttons.
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All member data is held securely on “bank level” secured servers.
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Setup
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Give your Budget a unique name.
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Asset, Liability, Income and Expense accounts within Lifestyle Planner can be customised
to each members financial circumstances and usage needs.
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Budgeting
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A budget can be established for each Liability, Income and Expense account.
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Budgets are based on a Budget Amount, Frequency and Start Date for each account
and maintained automatically by Lifestyle Planner into the future.
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Account budgets can be amended to reflect changes in amount and frequency at any
time.
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Members will be alerted to upcoming expenses and liability payments due based on
set budgets for the next 30 days each time they login to their account.
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Members can view their budget quarterly or annually and determine which months of
the year are “heavy” expense months and plan early to meet those expenses when they
are due.
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Transactions
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Members can upload their Bank Account, Loan Account and Credit Card transactions
automatically into their Lifestyle Planner account after downloading them from their
Internet Banking Service provider.
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Members can build and upload their own cash transactions file into Lifestyle Planner.
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Once uploaded, all transactions appear automatically ready for them to be allocated
to their respective accounts.
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Transactions can be viewed by Type, Category or Account Name.
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Mark Expenses as either Essential or Non-essential and view this data graphically
or in report form.
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Mark Expenses as being Tax Deductible to assist with tax reporting.
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Compare your transactions with budgets set to monitor success.
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Reports - View, Print or Save the following Reports:
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» Upcoming Expense Report
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» Income and Expense Report
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» Cash Flow Analysis Report
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» Budget vs Actual Report
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» Non-essential Expense Report
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» Tax Deductible Expense Report
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» New Worth Report
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Goals
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Members can set savings goals and monitor progress towards these.
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Messaging
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Members will receive messages (emails) from linked Professionals and Lifestyle Freedom
Coaches directly into their Lifestyle Planner account and they will be stored there
indefinitely. They will also be able to compose and reply to messages as well.
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Find a Coach
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Members can find a Lifestyle Freedom Coach to assist them establish and monitor
their budgets. (Should a Silver member agree to be coached in this manner, they
will require upgrade to at least Gold membership level).
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Find a Financial Planner
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Members can find a Financial Planner subscribing to Lifestyle Planner to assist
them establish and monitor their budgets and to make available all other financial
services provided by the selected Financial Planner. (Should a Silver member agree
to be linked to a Financial Planner, they will require upgrade to Platinum membership
level).
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My Account
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Members can manage their personal details, change their password, subscribe and
unsubscribe from emails from various linked professionals and upgrade and downgrade
their membership from within their account login.
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Members can manage their credit card details, view invoices and Lifestyle Freedom
Coach subscriptions and bookings.
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Members can gain access to selected documents uploaded by linked Professionals providing
an online storage facility through Lifestyle Planner.
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