The Toolkit
Tools, templates and guides
Bachelorette Toolkit
This free 3-page toolkit gives you everything you need to organize your getaway with less stress and more fun. Editable Canva itinerary template & Group budget planner
Rhodes Cheat Sheet | Your Quick Travel Guide
Planning a trip to Rhodes? Download my free Rhodes Cheat Sheet for a quick, practical guide to the best areas to stay, things to do, beaches, food, day trips and essential travel tips.
Grow Your Wealth in Europe: A Young Investor's Guide
An investing guide written for Europe, not translated from America. UCITS ETFs, building a portfolio you can hold through a crash, and the fees and tax traps that catch beginners.
Monthly Budget Planner
A free Google Sheets budget planner. Log what you spend, and it fills in the rest — income, expenses, savings and investments, month by month and across the year.
Portfolio & Dividend Tracker
A Google Sheets tracker for stocks and ETFs. Live prices, dividends by month and by ticker, realised and unrealised return, and your best and worst performers — in USD, EUR or GBP.
Questions
What is in the toolkit?
Two Google Sheets templates — the Portfolio & Dividend Tracker and the free Monthly Budget Planner — the investing book, and the travel downloads: the Rhodes Cheat Sheet and the Bachelorette Toolkit, both free.
What do I get when I buy?
The Google Sheets templates come as a PDF with step-by-step instructions and a link to the sheet: open the link, copy the sheet to your own Google Drive, and it is yours to edit. The travel downloads are the files themselves. The book is the exception — its own page says which editions are on offer and where.
Do I need Excel?
No, and nothing else paid either. The tracker and the budget planner are Google Sheets templates, so a free Google account is all you need. The Bachelorette Toolkit is an editable Canva itinerary with a Google Sheets group budget planner, and the Rhodes Cheat Sheet is a PDF that reads on anything, as does the book's PDF edition — on Amazon the book is a paperback or a Kindle edition.
Is the book on Amazon?
Yes — as a paperback and as a Kindle edition, and the Buy on Amazon button on the book's page goes straight to the listing. It is the same book as the PDF edition, so choose the format by how you like to read rather than by what is in it.
How is it delivered?
By email, as soon as the payment clears — the free downloads arrive the same way. The download link stays valid for seven days, so save the file rather than relying on the link later. Buyers of the Portfolio & Dividend Tracker get their price-feed access key in that same email. Anything bought on Amazon is delivered by Amazon.
Do I need an account?
No. Checkout asks for an email address and nothing else, paid or free, and that is where the confirmation and the download links go. An account only gives you somewhere to find past orders and download them again.
Which currencies can I use?
Prices here are shown in USD, EUR or GBP — pick one at the top of the page. The Portfolio & Dividend Tracker also tracks your holdings in all three, which matters if you hold assets across more than one exchange. The book on Amazon is priced by Amazon, in the currency of the store you buy from.
Are the free downloads really free?
Yes. The Monthly Budget Planner, the Rhodes Cheat Sheet and the Bachelorette Toolkit cost nothing and ask for no card — only an email address to send them to. The planner is the same Google Sheets template as the paid tools, with annual and monthly dashboards and categories you set yourself.
Can I get a refund?
Digital products are generally non-refundable once downloaded, but if one does not work or is not what you expected, get in touch within 14 days and we will sort it out. Anything bought on Amazon goes through Amazon's own returns.