Tools
Ten calculators. Honest numbers in minutes.
A clear starting point — then sit down with us and refine the plan. Calculators provide estimates only and don't replace personal advice.
Superannuation
Project your super balance to retirement with contributions and growth.
Open calculatorPre-Retirement
Test 'can I retire at X?' with realistic growth and contribution assumptions.
Open calculatorRetirement Drawdown
How long will your savings last at the income you'd like to draw?
Open calculatorCashflow & Budget
A clear view of income, essentials, lifestyle and what's left to save.
Open calculatorMortgage Repayment
Monthly repayments, total interest and the impact of extra repayments.
Open calculatorInsurance Needs
Estimate the cover your household actually needs — not more, not less.
Open calculatorInvestment Growth
Compound growth of a lump sum plus ongoing contributions.
Open calculatorDebt Recycling
See how redirecting non-deductible debt into investments could build wealth.
Open calculatorIncome Tax (AU)
2024–25 resident tax estimate including Medicare levy.
Open calculatorAged Care & Centrelink
Simplified Age Pension estimate using current asset and income tests.
Open calculatorA note on these calculators. Results are estimates only. They use simplifying assumptions and don't account for fees, taxes, market volatility or your full circumstances. Use them as a starting point, then talk to a qualified adviser.
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