Useful Tools

 

Below are some links to some very useful tools and calculators which can help you evaluate your current situation. These tools are indicative only and should only be used as a guide. If you feel that you need help in a particular are, please contact us to arrange an appointment.

Merideon Financial Tools

Free financial tools including budget tool, superannuation projector, insurance calculator, savings plan projector, estimated tax calculations and much more. Once you have Registered, remember your login details and return as often as you like to update and review.

Click here for our free suite of financial tools.

WealthCheck

Not sure how a professional Merideon Adviser could help you and your family improve their financial situation? No matter how successful you are, there may be some strategies that you or your accountant may not be aware of that could help increase your wealth.

Take our short WealthCheck to see if there are strategies available to increase or protect your prosperity.

Personal Risk Calculator

Lifewise.org.au have developed this calculator to help fight the problem with underinsurance in Australia. 94% of people insure their car but very few insure their biggest asset - their ability to earn an income.

Click here to check if your family is protected.

Find Lost Superannuation

The Australian Tax Office have provided "Superseeker" as a tool to help locate any lost superannuation funds you may have forgotten about. All you need is your Tax File Number.

Click here to locate your old superannuation accounts.

My Longevity

Your life expectancy is determined by many factors. The My Longevity page was developed to calculate a person's individual life expectancy based on certain hereditary, environmental and lifestyle factors. Complete the questions to determine your estimated life expectancy.

Click here to calculate your Life Expectancy.

How Long Will My Super Last?

Once you start to live off your superannuation the returns you receive on your investments become very important. If you retire in a bad investment year, your funds will run out sooner than someone who retires in a good year. AXA have developed a calculator that estimates if you would run out of super depending on your life expectancy and a random year you retired in.

Click here to find out if your super will last.

 

 

 

 

 

 

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Axxa - Redefining financial planningFPA - Principal Member