Resources

We’ve put together a collection of handy tools, calculators, publications, links and other information to assist you in your personal financial planning journey.

Relevant News & Articles

Publications

Investment Solutions Spring 2021

Find out how you can use your SMSF to educate your children about finance, and learn whether your adult kids should really be living at home.

Investment Solutions Autumn 2021

Get Jackie Gower’s top tips for cutting household expenditure, and learn how Wendy’s income protection policy keeps her secure – even with a debilitating health condition.

Investment Solutions Summer 2021

Not sure whether income protection is right for you? Explore five key reasons why you should think about getting a policy.

What Can Your Adviser Do For You?

Find out how hiring a financial adviser can help you protect and grow your wealth, giving you access to the lifestyle you’ve always wanted.

Insurance Facts You Should Know

Think you know insurance? These nine insurance facts can help save you money and give you the cover you need.

A Guide to Investment Risk and Return

Understanding the concept of risk and return is essential for investment. Empower your investment and super portfolios with this easy-to-understand guide.

A Guide to Estate Planning

Making sure your wealth is distributed the way you want isn’t always easy – especially with the prevalence of family provision claims. This guide gives you the facts you need to protect your estate.

Redundancy: Digesting the Big News

Most people don’t plan for redundancy. Find out what you need to know if you get hit with unexpected news

Financial Planning: A Checklist

Not sure whether you need a financial planner? This simple checklist will help you find out.

Risk Profiler

Before you start investing, you need to understand your risk profile – you’ll get the information you need to make decisions without feeling stressed or pressured.

Calculators

Money Health Check

Answer easy questions about your personal finances and receive simple tips to improve your situation.

Budget Planner

Work out where your money is going. Check if you're spending more than you can afford.

Super Calculator

Find out how much superannuation you'll have when you retire, and how super fees will affect your final payout.

Retirement Planner

Discover the income you're likely to receive from superannuation and the age pension after you retire.

Compound Interest Calculator

Explore how compound interest can benefit your wealth if you start saving early.

Mortgage Calculator

Find out how much and how often your mortgage repayments will be.

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