Tools & Education
Welcome to our Tools & Education page!
Here you will find some valuable links, tools, tips and educational content to assist you on your financial planning journey.
Money smart calculators
- Understand your financial position (assets stocktake calculator).
- Find any gaps or areas for improvement (money health check).
- Take ownership of your debts or retirement savings.
We’ve provided the following link to help you select from a variety of calculators available online to help you on your path to achieving your financial goals.
From budgeting and saving calculators, to mortgage calculators, superannuation, women’s money toolkit, divorce and separation financial checklists and more...
Caution: These calculators are provided by Moneysmart and are not provided, approved or endorsed by Charter Financial Planning Ltd. Using these calculators may provide a useful starting point. However, they are guides only and do not constitute expert, licensed financial advice. Calculators should not be used as the basis for any financial or investment decision. You can build a full understanding of your financial position by working with a qualified financial planner to develop a plan based on your personal situation. Contact us for advice tailored to your goals and needs.
What a Financial Adviser can do for you
Women and Wealth Management
What to expect at your annual review
How to prepare a budget - with Suzanne Alexander
How to manage debt – with Clinton Smith
How busy professionals in their 50’s benefit from a financial adviser – with Peter White
These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Abound Financial and Lifestyle Planning or Charter Financial Planning Ltd in any way.
Note: Abound Financial and Lifestyle Planning and Charter Financial Planning Ltd does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.