Downloadable Financial Planning Tools

Are you interested in trustworthy financial planning tools?

Over the years we have had requests for some financial planning tools that can help clients get proactive about their retirement and estate planning.

Please feel free to make use of any of the free, downloadable files  that you find on this page. And if there is something else that you think would be of value, let us know via the contact form.

Simple Will Template download

A simple Will template is appropriate for use only in certain circumstances. Unless your circumstances are absolutely straightforward, we suggest you seek legal assistance with your Will.

If you are in any doubt, please read this page to see when professional assistance is advised.

DISCLAIMER: We strongly advise that you contact your attorney or investment planner to assist you to with drafting a will which is tailored for your particular circumstances.

The will contained on this website is for general information and illustrative purposes only.

While we endeavour to keep the information contained in the will up to date and correct, we make no representations or warranties of any kind, whether express or implied, about the completeness, accuracy, reliability, suitability of the will.

In no event will we be liable for any loss or damage, including without limitation, indirect or consequential loss or damage, or any loss or damage arising out of the use of this will.

Free will template download (as PDF) – South Africa


Budgeting Spreadsheet Tool

Achieving long-term financial independence starts with gaining control over your daily finances. Kick start your analysis of your monthly finances by downloading and completing our much-requested budgeting spreadsheet.

Budget Planning Spreadsheet Tool

Spring-clean Your Finances Checklist

Being successful in your financial planning requires that you set time aside to gather the facts and assess how things are going. Here is an annual checklist to ‘spring-clean’ your finances before the end of year seasonal bustle pushes it out of your mind.

Spring-clean Your Finances Checklist

At Netto Invest we are always glad to be of service. Let’s talk soon!