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.
MIND THE GAP
Before You Get Another Asset Or Account, First Check What You Currently Have.
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.
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 On Your Mind.
If you want teaching, a live session, private support or a group route, go to Work With Me.