Financial Planning Model (Ideas)

Written By Nomad FI

// Personal Finance (PF) //

  • Nomad FI (Taxable)

  • EK Super (Super)

  • EK Portfolio Analysis (Net Worth)

// Cash Flow (CF) //

  • Cash Flow Model (Summary Only)

  • May need to include Rental Property

// Optional-Personal Finance //

  • ADP Payslips

  • Monthly Budget

// Optional-Property PPOR //

  • Equity

  • Offset

  • Prepaid Mortgage (PPM) with Redraw

// To Create/Download //

/ Rental Property /

  • Rental Property Tracker (Individual I/E)

  • Rental Property Estimates

/ Financial Planning (FP) /

  • Financial Planning Forecast (Non-linked)

  • Financial Planning Tracker (Linked to Models)

    o Create populating cells to sync or not to sync models

    o automated formulas and triggers based on input fields

/ Retirement Planning (RP) /

  • Include syncing with Property Models

  • Input: Work / Stop Work

  • Input: Super (include employer contributions)

  • Calc: MR%

Notes:

  • May exclude MR % in investments estimates

  • May exclude Inflation % in PF estimates

  • Rental Property may include capital growth %

  • Rental Property may include rental yield %

  • May exclude tax estimates and payables for simplicity

Additional Notes:

  • Will test results with 3-4 different rental property templates

  • Will make revisions on rental property templates as needed

  • Need to determine FP and RP Models

  • Need to determine if FP and RP Models will sync with CF Model

Nomad FI
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