Education tools

Calculators

Calculators are a good way to help you start planning. You can get a general idea of your financial situation, however, it's important to understand that these calculators should be used as a planning tool only. You will not get exact answers because your personal circumstances have not been considered. It's a good idea to discuss your objectives with your financial adviser who can then develop appropriate strategies to help you meet your individual needs.

• Contribution optimiser
• Insurance calculator
• Retirement gap calculator
• Risk profiler
• Savings calculator
• Salary sacrifice calculator
• Budget spreadsheet (click to download)

Education guides

Financial planning advice is 'lifetime advice'. To help you gain a general understanding of certain concepts and the application of simple strategies, we have developed a series of educational guides to help you through every stage of your life.

Videos

We've created a series of helpful videos on a range of financial topics, from superannuation to life insurance. Watch our videos to learn more about these topics and your options.