Financial Tools

Tools and resources

Try our range of calculators and educational tools to help explore where you are in life at the moment and whether you are on track  to meet some the challenges that lie ahead. Sometimes it’s worth taking the time to stop and pause for a minute to consider where you are in life, and where you’d like to be.

These tools may give you a better perspective on your situation – they may also generate some thoughts and questions about what you may need to put in place today, in order to guarantee tomorrow.

Calculators

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  • Retirement adequacy
  • Transition to retirement
  • Contribution optimisation
  • Managing my money
  • Superannuation
  • Retirement
  • Investing

Economic Indicators

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Lifespan provides you with an overview of how vital economic indicators have gone in the past and through graphical representations, how they have tracked over the longer term, in this way giving you an impression of longer term trends.

Brochures & Newsletter

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Lifespan Quarterly client magazines and featured brochures can be accessed and viewed through these pages.

Free Client E-Books

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The ability to understand financial principles is crucial to any client who wants to advance their financial well being. Our financial eBooks will help you to understand financial concepts so that you can make informed, intelligent decisions.

Financial Glossary

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Find definitions for financial terms that you may come across when you are dealing with financial advisers, accountants and financial institutions, or while reviewing your investments, superannuation or insurances.

Useful Links

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Find useful links to view the websites of organisations relevant to your wealth creation and wealth protection, industry and government bodies in general.

For further information, or any personal advice specific to your individual circumstances and needs, make sure you give Lifespan a call on 02 9252 2000.