The Epic Retirement Budgeting Spreadsheet -Template


We have built a helpful budgeting tool in Microsoft Excel that you can use to build your epic retirement budget.  The budgeting tool is designed to offer you a sensible approach to the  creation of your pre-retirement budget, your post-retirement budget and your epic retirement and one-off spending budget.  The template is easy-to-use and leverages the same budgeting line items as those provided in the ASFA Retirement Standard.

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Complete the form below to request a copy of our Epic Retirement Budget Template. We will send you the template directly to your inbox.  This is a resource offered free to readers of How to Have an Epic Retirement. 

Disclaimer: The information provided in this budgeting template and any supporting information associated with How to Have an Epic Retirement, is of a general nature only and does not take into account your individual objectives, financial situation or needs. Before making any financial decisions, you should consider the appropriateness of all information provided in the book, the template or any supporting articles, having regard to your own objectives, financial situation and needs, and seek professional advice from a licensed financial adviser. This template, the associated book and newsletter, is not intended to be a substitute for professional financial advice. The author and publisher do not accept any liability for any errors or omissions, or for any loss or damage incurred by any person relying on the information provided in this book.