MONEYGIST RESOURCES
Tools & Resources To Help You Take Action.
A small library of apps, templates, calculators, and checklists. Start with the question you want answered.
Affiliate note: Some external links on this page may be affiliate or referral links. If you use one, MoneyGist UK may receive a referral benefit at no extra cost to you. This does not make any link a personal recommendation. Always check current fees, eligibility, protections, tax treatment and provider terms for yourself.
START WITH THE TASK
What Do You Want To Do Now?
FIND THE GAP
Check what may be missing.
For audits and checklists that help you pause before making the next money decision.
ORGANISE YOUR MONEY
Put the scattered pieces in one view.
For calculators, templates and systems that help you see what is actually going on.
START INVESTING
Understand ETFs, platforms and first steps.
For the resources that make investing in the UK feel less like a private club.
COMPARE LINKS
Compare useful platforms and official sources.
For external links you can check directly before deciding what fits your situation.
FIND THE GAP
Before You Add Another Account, First Check What’s Currently Leaking.
FREE AUDIT
UK Wealth Leakage Audit
Find where idle cash, tax drag, scattered accounts or unclear priorities may be quietly slowing you down.
SPEND ALLOCATION
The MoneyGist Budget Planner
A practical budgeting template for salary, savings, black tax, tithes, irregular expenses and the money that quietly disappears.
DECISION CHECK
Investment Decision Checklist
A simple checklist for sense-checking an opportunity before you rush into it, ignore it completely or add it to the pile of things to research later.
ORGANISE YOUR MONEY
When the Money Is Scattered Across Various Places & You Need A Single View.
ONLINE APP
MoneyGist Wealth O/S
An all-in-one operating system for tracking everything you own and owe across all countries in one place. With automated stock & ETF price updates and portfolio value tracking.
OFFLINE TRACKER
Global Net Worth Dashboard
An Excel workbook that maps your cash, pensions, investments, and every other asset you own against whatever you owe to give you a snapshot of your total net worth across multiple countries.
START INVESTING
ETFs, Platforms and First Steps.
FREE GUIDE
ETF Factsheet Decoder
A short guide to make ETF factsheets less intimidating, so you know what you are looking at before choosing a fund.
PLATFORM TOOL
UK Investment Platform Selection Tool
Answer a few questions and get a platform suggestion to research further, based on your broad situation.
GUIDEBOOK
ETF & Chill: The CALM Investor’s Guidebook
A visual guidebook for understanding ETFs and building a calm starting point before moving into a full investing process.
COMPARE USEFUL LINKS
Platforms and websites I consider useful.
These are links you can check directly when you are comparing platforms, services or official information.
ESSAYS AND NOTES
The Gist of It
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WANT HELP DECIDING WHAT TO DO?
Choose a Route That Answers the Question in Front of You.
If you want teaching, a live session, private support or a group route, go to Work With Me.