Use these financial planning tools, resources and ebooks to understand where you are at financially, improve your financial position and create the lifestyle you want for you and your family.

Budget calculator

Knowing exactly what is coming in, what is going out and what’s left over is essential if you want to take steps to improve your financial position.

This simple budget calculator will give you a clear picture of your income and expenses so that you:

  • Know what you’ve got to save or invest
  • Can prioritise your spending and expenses
  • Are able to budget, plan and save for things you want in your life – like holidays, private education, renovations or a new home.
Download budget calculator

Netwealth calculator

Use this calculator to calculate your networth and get a clear picture of your overall financial position. It will allow you to see your:

  • Assets and what they’re worth – overall and individually
  • Debts and liabilities
  • Your total networth.
Download netwealth calculator

Ebook – The value of investing in shares

Thinking about investing in shares? Want to better understand the benefits and risks, how the market works and what you should be thinking about as an investor?

This Ebook is designed to help you build your knowledge and understanding, and covers:

  • Why people invest in shares
  • Returns – income, dividends, compounding and growth in value
  • Market volatility and how to manage risk
  • Your options for investing in shares.
Download Ebook

Ebook – What Parents Want

What Parents Want is the essential guide to achieving financial and lifestyle success with calm efficiency. Written by Prosper Advisory Director, Josh Pennel, it’s packed with best-practice tips and real-life experiences,for parents who want to live a happier and more fulfilling life while being financially secure.

Download Ebook

Information, articles and advice to help you prosper

Financial Planning Financial Wellbeing

Project your future lifestyle

Would you love to know what your financial & lifestyle future holds? Would you love to be truly in control of it & give it

Read More

Financial Wellbeing Retirement planning

The $3.5 Trillion Great Australian Wealth Transfer

Over the coming 20 to 30 years we will see the largest intergenerational wealth transfer in history. The majority of this will be from the

Read More

Financial Wellbeing Retirement planning

What Happens to Your Superannuation When You Die

Superannuation is not like other assets as it is held in trust by the trustee of the superannuation fund. When you die, it does not

Read More

Tools & resources for financial wellbeing