Free Financial Resources

Practical tools and templates to help you take control of your business finances. Built for Australian SMEs by finance professionals.

No email required. Just download and use.

Download Your Free Templates

Each resource is designed to be immediately useful. Open, customise to your business, and start improving your financial visibility today.

13-Week Cash Flow Forecast

Google Sheets / Excel

See exactly where your cash is going over the next quarter. The same framework used by CFOs at growing companies.

  • Weekly income & expense tracking
  • Running balance calculation
  • Variance analysis built-in
  • Cash runway visibility
Download Template

Monthly Financial Review Checklist

PDF Checklist

Never miss a critical financial task. A structured monthly review process used by top-performing businesses.

  • Cash position review steps
  • Receivables & payables check
  • Profitability indicators
  • Forward planning prompts
Download Checklist

Lender Readiness Guide

PDF Guide

Know exactly what lenders look for before you apply. Prepare your documents right the first time.

  • Complete document checklist
  • What lenders assess
  • Common rejection reasons
  • Preparation timeline
Download Guide

Business Plan Template

Word / Google Docs

A practical business plan framework. Not academic theory - real sections that banks and investors want to see.

  • Executive summary template
  • Financial projections section
  • Market analysis framework
  • Operational plan outline
Download Template

90-Day Action Planner

PDF Planner

Turn strategic intentions into weekly actions. A structured approach to making real progress in 90 days.

  • Goal-setting framework
  • Weekly milestone tracking
  • Progress review templates
  • Accountability checkpoints
Download Planner

Financial KPI Dashboard

Google Sheets / Excel

Track the numbers that actually matter. A simple dashboard for the key financial metrics every business owner should monitor.

  • Revenue & profit tracking
  • Cash conversion metrics
  • Debt service coverage
  • Auto-calculated ratios
Download Dashboard
All templates include the Infin8 Finance Group watermark. For commercial or white-label versions, please contact us.

Why We Provide These Free

1

Better Decisions

Business owners with good financial data make better decisions. These tools help you get that data.

2

Proven Frameworks

These aren't random templates. They're based on frameworks used by professional CFOs and accountants.

3

Australian Context

Built for Australian businesses. GST considerations, ATO requirements, and local banking practices included.

4

No Strings

Download and use immediately. No email signup required. No follow-up sales calls. Just useful tools.

Want Personalised Insights?

These templates are great for ongoing management. But if you want to understand where your business stands today and what to prioritise next, try our complimentary financial health assessment.

Take the Free Assessment

Takes about 8 minutes. Personalised report delivered same day.