Links to login pages for clients to access their holdings.


Tools and Calculators

ASIC’s MoneySmart Calculators

Financial calculators and tools give you fast answers to your money questions

Calculators for every money issue to help give you direction and motivate you to achieve your financial goals. From budget planners, loan and credit calculators to super and investment tools – your money queries are covered.

 Budgeting & saving calculators

Money health calculators & unclaimed money search

  • Money health check – assess your financial health and get personalised tips for improving it
  • Your net worth calculator – weigh up your debts and assets to review your financial situation
  • Unclaimed money search – find out if you have any lost money from bank accounts, companies (shares and investments) and life insurance policies

Mortgage calculators

 Loan, credit & debt calculators

  Super & retirement calculators

 Investment calculators

 Mobile finance apps

  • TrackMySpend – an app to help you track your expenses on the go
  • TrackMyGOALS – achieve your savings goals with this handy app
  • Mobile calculator – five of our most popular financial calculators in one app: savings calculator, loan calculator, mortgage calculator, superannuation calculator and interest-free deal calculator
  • Money health check – assess your financial health and get personalised tips for improving it

Related Links

Financial Planning Association of Australia
Each of our advisers is a member  of the Financial Planning Association of Australia.