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Some handy resources to help you on your way

We've pulled together a growing list of handy tools, calculators, publications, links and other information to assist you in your personal financial planning journey.

Publications

Insights & Investments Winter 19
Insights & Investments Winter 19
Budget Summary 2019
Budget Summary 2019
Investment Solutions
Investment Solutions

Summer 2017 Edition

We can Help
We can Help

We can make it easier for you to be who you want to be and live the lifestyle you aspire to.

Insurance facts
Insurance facts

As insurance can be a considerable expense, you don’t want to pay for more than you need.

Risk & Return
Risk & Return

This guide will help you with your investment or super portfolio.

Estate planning
Estate planning

Make sure your family is provided for and your assets go where you want them to.

Redundancy
Redundancy

You're not generally planning for redundancy, so when you get the news you are often unprepared.

Money Health Check
Money Health Check

It asks you some easy questions about your personal finances and gives you simple steps and tips to improve your situation.

Budget Planner
Budget Planner

Work out where your money is going. Check if you are spending more than you can afford?

Super Calculator
Super Calculator

How much superannuation you'll have when you retire. How fees affect your final payout.

Retirement Planner
Retirement Planner

What income you are likely to have from super and the Age pension after you retire How contributions, investment options, fees and retirement age affect your retirement income from super What actions you can take to boost your super and retirement income

Calculators

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    Merit Planning (Hills) Pty Ltd ABN: 42 141 689 652  
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    The content of this site is dated March 2017 and has been prepared for Merit Planning (Hills) Pty Ltd by Merit Wealth Pty Ltd, ABN 89 125 557 002 under Australian Financial Services Licence No. 409361, (“Merit Wealth”).Merit Wealth is wholly owned by Hayes Knight Financial Services Pty Ltd, (HKFS). HKFS is a subsidiary of Easton Distribution Services Pty Ltd (ABN: 67 167 184 072), a wholly owned subsidiary of Easton Investments Limited (ABN: 48 111 695 357), (EAS) an ASX listed company. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. However, it should not be considered a comprehensive statement on any matter nor relied upon as such. Merit Wealth Pty Ltd recommends that you obtain further information and conduct your own due diligence on the services it is offering and obtain your own professional advice on whether they are appropriate for you and your practice. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness. © Merit Wealth Pty Ltd.