Wealth & Planning
Financial tools & calculators
Calculators help you explore budgets, super, loans and savings before you talk to an adviser. Wealth Mantra provides a set of tools, mostly from the government’s Moneysmart website.
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Wealth Mantra
Financial planning, super and retirement
On this page
Who it’s for
Anyone planning their finances
People who want to test some numbers.
People preparing for advice
Those who want a feel for their situation before meeting an adviser.
Budgeters
People tracking spending and savings.
What’s included
Budget planner
Track income and spending.
Super calculators
Estimate your super at retirement.
Loan calculators
Work out repayments and interest.
Savings goals
See how long it takes to reach a goal.
How it works
Choose a tool
Pick the calculator for your question.
Enter your figures
Use your own numbers.
Talk to an adviser
Ask Wealth Mantra about what the results mean for you.
Good to know
General information only
Calculator results are estimates based on assumptions. They are not personal advice.
Questions
Can’t find your answer? Ask us and we’ll pass your question to the right business.
Insights
Guides from the group’s specialists
Wealth & Planning
Wealth & Superannuation Planning: Key Strategies 10 Years Out from Retirement
The super rules that matter in the ten years before you retire: the 2026–27 contribution caps, carry-forward contributions, transition to retirement, downsizing and death benefit nominations.
Wealth Mantra · 4 min read
Next step
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Tell us a little about your situation and we’ll pass it to the Wealth Mantra team.
