News & Resources
Recent articles
Click below to download some of the most recent articles which have been written about financial strategies and topics.
- ‘Connect’ Issue 15
- 2010/11 Budget Analysis
- Service your future regularly
- You still need insurance when you’re older
- Its time to plan for YOU – things to consider in your 50s
Educational Brochures
Consultum Financial Adviser’s series of educational brochures is designed to assist investors develop a greater understanding of their investment options. The educational brochures provide information on investing, superannuation, insurance, debt management, Centrelink and retirement.
Please click here to view Consultum Financial Adviser’s series of educational brochures. Please note, this link will take you to an external website.
Calculators
Below is a range of useful online calculators which illustrate key financial concepts in a simple way. At a glance, you’ll be able to see the high level impact of various changes in your financial situation. Please note, these links will take you to an external website.
The FIDO compound interest calculator
Find out:
- What your money would be worth if you re-invest all the interest over a certain period.
- How much you would have to invest at a certain interest rate to reach a target amount.
- How long it would take to reach a target amount.
- What interest rate you need to reach a target amount.
- The effect of investing a single amount or regular amounts.
Gearing calculator
Coming soon.
FIDO superannuation calculator
This calculator will show you whether or not you are on track with your retirement savings
ATO’s income tax calculator
A simple tax calculator is available to help you calculate the tax on your taxable income. The comprehensive tax calculator also takes into account Medicare Levy, HECS/ SFSS repayments, tax offsets and tax credits to give you an estimate of the amount of your tax refund or debt.
The FIDO Budget Planner can help you to spend less than you earn. Giving you more cash to invest, meet unexpected expenses or save for something special.
ASIC’s 7 financial tips for finding an adviser
1. Deal with only a licensed financial advisory business
2. Pick the adviser with the strongest qualifications, experience and integrity
3. Ask questions until you really understand
4. If you feel uneasy, it’s ok to walk away
5. Make sure your financial plan suits your needs and your personality
6. When you get a good plan, stick to it
7. Keep all your paperwork
Other useful websites
www.fidelity.com.au/pi/Tools/Online-volatility-tool/Market-Volatility.aspx
For tailored advice to help you manage your financial situation, speak to your Visualise Wealth adviser
