We believe that knowledge is power. That’s why we offer a range of tools to help you understand your financial position before and after retirement.
These tools are not meant to give you advice, but to educate you on how to make better financial decisions.
This tool gives you personal help and support from The Money Educators. You can pick how you want to talk to us (online, in person, or both) and how long you want the coaching (as long as you need).
The coaching covers things like making a budget, paying off debt, investing your money, managing your superannuation, and more.
The coaching helps you to learn more about money and how to use it well for your situation. It also helps you to keep on track and be responsible for your actions.
This tool lets you make and keep a budget that shows your income and expenses. It shows you how much money you get, how much money you use, and how much money you keep.
It also lets you set money goals and see how you are doing.
This tool helps you to use your money well and wisely. It also helps you to spend less, owe less, and save more.
This tool helps you understand the potential outcomes of your financial choices before you commit to them. It’s designed to answer your questions about retirement planning, investment strategies, managing debt, and more.
It also provides a forecast of how your assets and income may evolve over time based on the financial decisions you make.
The advantage of using this tool is that it guides you in planning for the future with well-informed choices that align with your personal goals and needs.
It also enables you to keep track of your financial journey and tweak your plans as necessary to stay on course.
This tool gives you a clear picture of your financial situation. It tells you how much your assets (such as money, property, shares, etc.) are worth, how much you owe (such as loans, mortgages, etc.), and where your income (such as wages, pension, etc.) comes from.
This tool helps you to know your financial status and how well you are using your money. It also helps you to find areas where you can improve or take advantage of.
This tool helps you review your financial history. It tells you how your assets and liabilities have changed over time (usually at each meeting).
It also explains the causes of the changes (such as market movements, investment returns, debt repayments, etc.).
This tool helps you to assess your past performance and learn from what worked and what didn’t. It also helps you to see how you are doing compared to your goals and expectations.
This tool helps you make a plan of action for reaching your financial goals. It tells you what you need to do to get the results you want.
The things you need to do can be short term, medium term, or long term depending on how urgent and important they are.
This tool helps you to split your goals into smaller steps and rank them by priority. It also helps you to keep track of your progress and celebrate your success.
If you want to use our tools to make your financial situation and retirement better, contact us today.
We are here to help you with your money and retirement needs. You can contact us by clicking on the ‘Contact Us’ button on this page.
The information on this site is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements.
You may need to seek financial advice before making any financial decisions.
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