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Useful Tools

Calculators:

These calculation tools are provided to assist you in the development of a suitable strategy.

Budget Calculatortype: xls | size: 238 kB
This spreadsheet will assist identify your savings capacity through developing a Budget. On opening the file enable macros.
Co Contribution Caculatortype: xls | size: 95 kB
The purpose of this caculator is to illustrate the benfits of the Co Contibution.
Insurance Caculatortype: xls | size: 97 kB
The purpose of insurance is to replace your income should you be injured, ill or even die. It ensures that your family will continue to benefit from their current level of financial security. To determine how much protection you need, you must determine how much money you or your family will require should the unexpected happen. The following calculator helps you to determine the amount of insurance that you will need. You should revisit this calculator each time your life changes significantly.
Mortgage Calculatortype: xls | size: 455 kB
This program demonstrates potential savings in paying off your mortgage and provides the option to demonstrate the effect of investment earnings further reducing the loan term.
Mortgage loan eligibilitytype: pdf | size: 153 kB
This form will assist determine your loan eligibility and an appropriate lender. When completed forward to the Bentleigh office or your Adviser.
Investor Profiler- Educational Tooltype: pdf | size: 151 kB
The key to choosing an investment strategy is matching your required level of return with the investment risk you can tolerate. This questionnaire is designed as a self-help education tool to assist you to better understand: what type of investor you are, your investment time horizon, your attitude to risk and how this shapes the investment choice(s) you could make. It is not intended to constitute a recommendation or opinion of an appropriate strategy or financial advice.

Useful Links:

Totally Integrated Financial Planning has associations and links with professional referral networks. These sites may be visited for more specific subject information.