Calculators & Resources

Use our financial calculators to plan for your retirement, calculate your life insurance needs or sort your super with our super simulator.


Caution: Using these calculators provides a useful starting point, however, calculators cannot replace expert, licensed financial advice and should not be used as the basis for any investment decision. You can build a full understanding of your position by working with a qualified financial planner to develop a plan based on your personal situation.

HOME LOAN CALCULATORS


Basic Loan Repayments

Bi-Monthly Repayments

Comparison Rate

Complete Loan Comparison

Extra Repayments

How Long to Repay?

How Much Can I Borrow?

Lump Sum Payment

P & I / Interest Only

Remaining Balance

Reverse Mortgage

Stamp Duty

Split Loan

What Can I Afford To Borrow?


FINANCE CALCULATORS


Achieve My Savings Target

Budget

Lease

Savings

Income Tax


RETIREMENT CALCULATORS


What’s my number? - Home and Retirement Planner Calculator



INSURANCE CALCULATORS


Get real-time policy comparisons for life, total and permanent disability, trauma and income protection



Budget Planner

Click below to download the excel spreadsheet

Budget Planner Budget Planner (157 KB)

USEFUL VIDEOS

Here are a few videos you may find useful in helping you know what to expect when you engage us for financial services.

The new SMSF insurance rules

Ok, so you have a self managed super fund. Let's talk about some of the recent changes to the rules for SMSF's that may affect you.

What does FOFA mean for me?

The new FOFA reforms took affect from the 1st of July 2013. So what does that mean for you? We will be providing you with a fee disclosure statement or FDS within 30 days of the annual 12-month anniversary date that we formed our ongoing professional advice relationship.


What to expect when we develop your financial plan

This video will help explain what you can expect when you engage us to develop a financial plan for you. The law requires that any personal advice you receive from us must be appropriate to your circumstances. While you have the right not to tell us personal information, if you don't, the advice you receive may not be appropriate to your needs and your financial situation.