Some handy resources to help you on your way

We've pulled together a growing list of handy tools, calculators, publications, links and other information to assist you in your personal financial planning journey.

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Money Health Check
 

​It asks you some easy questions about your personal finances


It gives you simple steps and tips to improve your situation





Budget Planner

Work out where your money is going


Check if you are spending more than you can afford

Super Calculator
​

How much superannuation you'll have when you retire


How fees affect your final payout

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Retirement Planner

​What income you are likely to have from super and the Age pension after you retire


How contributions, investment options, fees and retirement age affect your retirement income from super


What actions you can take to boost your super and retirement income

 

 

Merit Planning (East) Pty Ltd ACN: 612 699 555
Asic No. 1246989 is an authorised representative of Merit Wealth Pty Ltd ABN: 89 125 557 002 (AFSL 409361)

2016 Merit Planning (East) Pty Ltd 

T:  02 8076 6026

M: 0432 988 773
 

Level 21, 133 Castlereagh St
Sydney NSW 2000

 

PO Box Q1071

Queen Victoria Building NSW 1230