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As support to our program of seminars and workshops, EQUIS has created some simple models to help you to understand your own financial situation and to maximise your wealth.

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  • EQUIS Personal Balance Sheet

    EQUIS Personal Balance Sheet
    • Price
      $7.00
    • Items
      Seats

    Preview

    EQUIS Personal Balance Sheet

    Select a Workshop

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    A quick snapshot of what you ‘own’ verses what you ‘owe’.  Your Net Worth is the value of all your assets less your liabilities.  This calculator is the best way to measure and track your financial well-being.

    All EQUIS tools are:

    • Easy to use Excel based spreadsheets with great charts and graphs for easy reporting
    • Require no software to load or set up
    • Easy to download and should take less than 20 seconds

    Overview

    A quick snapshot of what you ‘own’ verses what you ‘owe’.  Your Net Worth is the value of all your assets less your liabilities.  This calculator is the best way to measure and track your financial well-being.

    All EQUIS tools are:

    • Easy to use Excel based spreadsheets with great charts and graphs for easy reporting
    • Require no software to load or set up
    • Easy to download and should take less than 20 seconds

    Video Introduction

    Select a date and click "Register Now" to attend.

Thanks so much for the incredible seminar last night. It is incredible that growing up we are 'taught' that you should get married, buy a house, have kids and that your super and savings will allow you to live happily ever after. The content, presentation and no sales pitch approach to your seminar was refreshing and informative. I cant wait to go ..more
- Russel Bullen, Sunshine Coast