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Your budget snapshot

There are three things you need to do...

STEP ONE

Book a meeting with one of our budget experts. Make sure you arrange it far enough in advance to complete your budget before this meeting.

STEP TWO

Watch the below video to learn more about the budget process

STEP THREE

Complete the budget questionnaire. The more accurate information that you put in, the more accurate information you get out.

It is helpful if you have a reasonable understanding of your incomings and outgoings.

If you have any questions, please contact us on info@fwpartners.co.nz

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