The Money File

What is it?

Over time most of us have collected a wide range of financial documents - related to bank accounts, credit cards, savings plans, tax, pensions, investments, insurances, store cards, etc, etc.

Each of these documents contains important information.

Every year the amount of paperwork builds up and the information in it often changes.

So, how many of us really keep on top of all this the way we know we should?

The Money File is the simple and effective way to get organised and stay organised by:

• Getting all key documents and correspondence into one place
• Recording essential details for easy access
• Tracking changes so that information is always up-to-date
• Creating an annual financial overview
• Help in setting financial goals for the future

Who should have one?

Everyone who wants to or needs to get more organised.

The Money File - a single 'control file' for all personal money matters, including sections on:

• Current Accounts
• Loans
• Tax
• Savings Accounts< li>Health Plans
• Employment Documents
• Investments
• Life Assurance
• Motor Insurance
• Mortgages
• Pensions
• Home & Contents Insurance
• Credit Cards
• Wills
• Travel Insurance

THE MONEY FILE
- THE WAY YOU WISH YOU HAD ALWAYS ORGANISED YOURSELF