Casework Resources
Service Agreement
Sample letter about your service to clients.
What to include, why they are needed and more.
Legal Aspects of Running a Financial Counselling service
Scope of engagement, complaints, information versus advice, complexity and more.
Approved by FCA and industry.
Budgeting
Your Money & Financial Wellbeing
Booklet developed by Ishar in various languages.
Your Money Your Choice
Managing your money well takes practice and patience This booklet will help you get started.
My Money Book
Sussex Street Community Law Centre
Debt Got You Down?
A guide to helping your change your contract to repayments you can manage.
‘Your Toolkit’ guides women through 4 steps to achieve financial freedom.
There’s an APP for that!
The following apps do not have in-app purchases. We do not endorse or have affiliation with any of these apps:
Keeps track of all your daily spending and shows a daily left-to-spend amount.
Daily Expenses
Helps you understand how you are spending “your” money.
Cash Flow Planner
Track income and expenses
Simple Budget Planner
Simple Budgeting App
Electronic Budgeting Tools
Budget Planner
MoneySmart’s online Budget Planner
Savings Goal Calculator
Helps you work out:
o How long it will take to reach your savings goals
o Steps to take to put your plan into action
Compound Interest Calculator
Helps you work out:
o What money you’ll have if you save a regular amount
o How compounding increases your savings
o The difference between saving now and saving later