Some handy resources to help you on your way
We've pulled together a growing list of handy tools, calculators, publications, links and other information to assist you in your personal financial planning journey.
Publications
Investment Solutions Spring 2017
Spring 2017 Edition of our Investment Solutions MagazineAutumn 2017 edition
Investment Solutions MagazineSummer 2017 edition
Investment Solutions MagazineWhat can your adviser do for you - MeritSA
We can make it easier for you to be who you want to be and live the lifestyle you aspire to.Insurance facts
As insurance can be a considerable expense, you don’t want to pay for more
than you need.Risk & Return
This guide will help you with your investment or super portfolio.Estate planning
Make sure your family is provided for and your assets go where you want them to.Redundancy
You're not generally planning for redundancy, so when you get the news you are often unprepared.Show More
Money Health Check
It asks you some easy questions about your personal finances and gives you simple steps and tips to improve your situation.Budget Planner
Work out where your money is going. Check if you are spending more than you can afford?Super Calculator
How much superannuation you'll have when you retire. How fees affect your final payout.Retirement Planner
What income you are likely to have from super and the Age pension after you retire
How contributions, investment options, fees and retirement age affect your retirement income from super
What actions you can take to boost your super and retirement incomeShow More
Calculators