Calculators
Financial Calculators
Our calculators provide simple interactive tools that allow you to explore different financial scenarios and better understand how certain decisions may affect your long-term outcomes.
These tools can assist with exploring topics such as retirement planning, borrowing capacity, investment growth and savings strategies. While calculators can be helpful in illustrating potential scenarios, they are general in nature and should not replace personalised financial advice.
Money Management
Budget Planner
Free online Budget Planner to help clients track, plan and prioritise where money is going
Savings Goals Calculator
Helping clients plan and reach their savings goals
Compound Interest Calculator
The compound interest calculator helps show how compounding increases savings
Income Tax Calculator
Work out how much Australian Tax will need to be paid
Net Wealth Calculator
Quick tool to calculate current financial position
Life Insurance Calculator
Quick tool to calculate life insurance needs analysis
Superannuation and Retirement Planning
Superannuation Savings Calculator
Simple superannuation calculator to show estimated super balance based on contributions, fees and investment options
Super Contributions Optimiser
Work out the best way to boost super contributions and retirement savings
Employer Contributions Calculator
How much super should be being paid from employer
Super and Pension Age Calculator
Super preservation age and age pension age - access to retirement savings commencement
Retirement Planner
This free calculator shows retirement savings growth to retirement, income likely to be achieved from super and the age pension and how contributions, investment options, fees and retirement age affect this
Account Based Pension Calculator
ABP snapshot allows a comparison of two options with fees, investment returns, and desired income for clients approaching retirement
Investment, Borrowing & Credit Tips & Tools
Get debt under control
Owing money or falling behind on repayments can be stressful. Guide with simple steps to take to get out of debt — and stay out of debt
Mortage Calculator
Work out how much mortgage repayments will be
Credit Card Calculator
Time required to repay making minimum repayments and time and money saved by increasing repayment amounts
Personal Loan Calculator
Understanding personal loan repayments and borrowing power
Mortgage switching calculator
Compare the cost of switching mortgage providers including change costs and introductory rates
Credit Scores and Credit Reports
Credit score is based on personal and financial information found in a credit report.