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Financial planning tools to help you manage your money

No matter what stage, or age, you are at, these financial planning tools can help you get started on working out where you need to be. Have a look, and then contact one of our local financial advisers to help you take the next step.


Helpful tools for you


Retirement income calculator

Use our free calculator powered by InvestfitTM to see what you could expect in your retirement and whether your current investment strategy is right for you.


Choose your own path

How well are you covered should something happen to you?


Super consolidator

Work out the potential impact on your balance if you consolidate multiple super accounts to the lowest fee account.


Top tips for your lifestage

If you think financial planning is only relevant to retirees, think again. We can all benefit from expert financial advice at every life stage.


Savings made easy

Use our saving tool to estimate how much you are spending every year on the little items, and how much you could save by finding cheaper alternatives!


What is a financial plan?

A financial plan helps you manage your money so you can have more freedom to live the kind of life you want, now, and in the future.


Download our Financial Services Guide to find out more.

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