Financial checklist

The purpose of this tool is to help you find out your attitude to money.

The financial checklist is available in two formats:

• Adobe Flash financial checklist
• Simple table financial checklist

The only difference between the two versions is what will work in your internet browser.

We recommend that you try the Adobe Flash version. If that doesn't work in your browser, you can use the simple table version.

Flash player version

Please note: to use the Flash version of the Financial checklist, you will need Adobe Flash player version 8. You can update your player for free from the Adobe website.

 

Calculators and resources

Calculators Budget tool Financial checklist Superannuation calculator  Online videos Who is Plum? Choose your investment mix Consolidate your superannuation Plum Personal Plan  Related links FIDO ASIC's financial tips and resources for consumers. ATO ASFA

Top questions

Do you have any other resources to help me with my finances?

Contact us
Online:		Contact us form
Phone:		1300 55 7586
Fax:		1300 99 7586
Email:		service@ plum.com.au
Mail:		GPO Box 63 Melbourne Vic 3001