Calculators

No matter your current financial position, you may have questions around the decisions you are making and how they impact your position, both now and in the future. There are financial calculators available that may help you think through your options and model various scenarios.

These calculators are provided by ASIC’s Money Smart and are not provided, approved or endorsed by Sydney West Financial services and Strategic Wealth Financial Services. 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.

Budget planner calculator
Work out where your money is going
Savings goals calculator
How long it will take to reach your savings goals
Compound interest calculator
How compounding increases your savings
Income tax calculator
Find out how much income tax you should be paying
Net worth calculator
The strength of your current financial situation

Get in touch with us if you want more guidance on your financial decisions and how they may impact your future.

Borrowing and credit

Your Mortgage calculator
What will my repayments be? How much can I borrow?
Switch Mortgage calculator
Will I save money by switching to another mortgage
Mortgage health check
Find out how well you are coping with your mortgage.
Personal loan calculator
What will my repayments be? How much can I borrow?
Credit card calculator
How long it will take to pay off your card with only minimum repayments?

Get in touch with us if you want more guidance on your financial decisions and how they may impact your future.

Superannuation

Employer contribution calculator
How much super you should be getting from your employer
Super co-contribution calculator
Eligible for a co-contribution from the Government?
Super contribution optimiser
Super contributions to give your super the biggest boost
Super vs mortgage tool
Where should you put more extra money, super or mortgage?
How much super calculator
Work out how much super you’ll have when you get to retirement.

Get in touch with us if you want more guidance on your financial decisions and how they may impact your future.

Retirement

Retirement planner calculator
What income you are likely to have when you retire
Super and pension calculator
When can you get your super and apply for the pension
Account-based pension
How long can you expect your pension to last?
Reverse mortgage calculator
How much your debt will increase over time

Get in touch with us if you want more guidance on your financial decisions and how they may impact your future.

Investing

Managed funds fee calculator
The impact of fees and costs between different funds
Margin loan calculator
The amount you borrow could affect your potential gains and losses

Get in touch with us if you want more guidance on your financial decisions and how they may impact your future.