Section 1 of 7
About you
Let's start with the basics so we can personalise your plan.
Personal details
Your situation
Step 1 of 7
Section 2 of 7
Your income
Enter your take-home pay after tax. If you're paid weekly, multiply by 2 for fortnightly.
Enter what actually lands in your bank account after tax — not your gross salary. All amounts in Australian dollars.
Primary income (take-home)
$
Enter your next upcoming payday — we'll work out the full schedule from here.
Additional income (if applicable)
$
e.g. child support, shared expenses, mortgage contributions
$
e.g. Centrelink, rental income, side work
Business income (if self-employed)
$
$
Step 2 of 7
Section 3 of 7
Your bank accounts
Tell us about the accounts you currently use and we'll set up your dashboard with your real account names.
The best financial setup uses 3 separate accounts — one for bills, one for spending, one for savings. If you don't have this yet, don't worry — your plan will include exactly how to set it up.
Do you currently have separate accounts for bills, spending and savings?
🏦 Bills account — where your pay lands & fixed bills come out
$
💳 Spending account — day-to-day money (fuel, groceries, personal)
$
🐷 Savings account — emergency fund & savings goals (protected)
$
💼 Business account — only if self-employed (optional)
$
Where does your pay currently land?
Step 3 of 7
Section 4 of 7
Bills & expenses
List every recurring commitment — utilities, insurance, subscriptions, memberships. This forms the core of your budget.
Include everything that comes out automatically or that you pay regularly. Don't worry about being exact — estimates are fine at this stage.
Recurring bills
Bill name
Amount ($)
Frequency
Due date / day
$
Everyday spending (weekly estimates)
$
$
$
$
$
Kids activities, pets, sport, anything else
Step 4 of 7
Section 5 of 7
Debts & loans
Include all debts — credit cards, buy now pay later, personal loans, car finance, mortgage. This is where your plan creates the biggest impact.
Don't leave anything out — even small debts matter. Your plan will prioritise them in the right order to save you the most money in interest.
Credit cards & buy now pay later
Lender / card name
Balance ($)
Interest rate
Pmt day
$
Personal & car loans
Lender / loan type
Balance ($)
Rate % p.a.
Monthly pmt ($)
Pmt day
$
$
💡 What belongs here?
This section is for debt repayments only — credit cards, personal loans, car finance, and mortgage.
Do not add rent here — rent is captured in your personal details (Section 1) and treated as a fixed bill, not a debt.
Do not add rent here — rent is captured in your personal details (Section 1) and treated as a fixed bill, not a debt.
Mortgage (if applicable)
$
$
%
Step 5 of 7
Section 6 of 8
Superannuation
Your super is one of your most important long-term assets. Capturing this now means your plan can include a proper retirement strategy alongside your day-to-day finances.
Want to skip this section?
You can skip super for now and add it later in your dashboard. Your plan will still include all your cash flow, budgeting and debt strategy.
Don't worry if you don't have all the details — fill in what you know and leave the rest blank. You can update this anytime in your dashboard.
Current super snapshot
$
Contributions
Standard rate for 2025–26 is 12%
$
Retirement estimate
$
ASFA comfortable standard 2024: $47,383/yr single | $67,183/yr couple
Any additional super notes
Step 6 of 8
Section 7 of 8
Your goals
What do you most want to achieve? This shapes the priorities in your plan. Select all that apply.
Primary goals (select all that apply)
Specific targets
$
Leave blank if you're not sure — we'll recommend one
$
Step 7 of 8
Section 8 of 8
Almost done
A few final details to help us build the best possible plan for you.
Your current situation
Anything else we should know?
This helps us understand context that numbers alone don't show.
Consent & privacy
Step 8 of 8
Form received!
Thank you, ! Your intake form has been submitted successfully.
We've sent a confirmation to — check your inbox now.
📧 Check your email now — your personalised financial plan preview has already been sent to you, along with a link to unlock your full dashboard for just $47.
1
Check your inbox — a preview of your personalised plan has been emailed to you right now. Check your spam folder if you don't see it within 2 minutes.
2
Unlock your full plan for $47 — click the payment link in your email to access your complete financial plan and personalised dashboard.
3
Instant access after payment — your dashboard login details are emailed to you automatically the moment payment is confirmed. No waiting.
4
Log in from any device — your dashboard is pre-loaded with your bills, accounts, debts and savings goals ready to go.
Questions? Email us at admin@clearpathfinance.au — we usually respond within a few hours.
ClearPath Finance provides financial organisation and budgeting tools. We are not a licensed financial adviser. Information collected is used solely to create your personalised plan. We do not share your data with third parties.