Useful Tools & Downloads

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Our free tools and templates help you take action and take control of your finances. Enter your email address below and we’ll send you the tools and templates free of charge. Plus, you can opt to receive the finmarie newsletter with exclusive monthly news and tips from our financial experts.

Financial Checklist
& Whitepapers

Our financial checklist gives you a clear overview of your current situation and helps you identify the key steps to financial freedom. Includes an informative guide on investment strategies during market crises – learn how to use volatility to your advantage.

Budget Planner
& Expense Tracker

Our budget planner & expense tracker brings structure to your finances and creates a solid foundation for successful financial planning!

Financial Calculator
& Assets

An Excel calculator that shows you when you can achieve financial freedom and which strategies will get you there fastest. A clear template to track all your assets – from real estate to stocks – to calculate and track your net worth.