About You

Your details power your snapshot, calculators, and scenarios. Fill in what you can; you can update anytime.

Do you have any financial worries that keep you awake at night?

Personal

Your age

Marital status

Your employment status

Years with current employer

Employer name (optional)

Number of dependants

Income (monthly)

Base salary / wages

Overtime (regular)

Commission

Bonus

Rental income (investment properties)

Dividends / trust distributions

Government benefits (Centrelink, etc.)

Child support / maintenance received

Self-employment / business income

Second job / casual / other

Other regular income

Living expenses & commitments (monthly)

Current rent / board (if not owner)

Total living expenses (groceries, utilities, transport, etc.)

Mortgage loan 1 — interest rate (%)

Mortgage loan 1 — monthly repayment ($)

Mortgage loan 2 — interest rate (%)

Mortgage loan 2 — monthly repayment ($)

Total credit card limits ($)

Personal loan — interest rate (%)

Personal loan — monthly repayment ($)

Car loan — interest rate (%)

Car loan — monthly repayment ($)

Child care

Child support paid

HECS / HELP repayment

Other committed expenses

Assets

Owner-occupied property value

Investment property value

Savings / cash

Savings are in an offset account

Term deposits

Shares / managed funds

Vehicle value

Other assets

Liabilities / debts

Owner-occupied mortgage balance

Investment property mortgage balance

Investment loan — repayment type

Credit card balance

Personal loan balance

Car loan balance

HECS / HELP balance

Other debts

Insurance

Life cover (total)

Income protection (monthly benefit)

Super

Super balance

Target retirement age

Goals (optional)

Add your own goals — e.g. kids education, holiday, car or other. Set a target amount and a priority (1 = most important).

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Information is intended to be only used as a guide. We highly recommend you seek professional advice from licensed professionals. Omission of detail may make scenarios and opportunities not suitable for your specific circumstances.