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Financial Wizards is a suite of popular financial calculators and decision-making tools.
It comes included with any of our products.
All screens are fully configurable to suit your own individual circumstance.
Financial Wizards - power at your fingertips!
Included are:
Doubles Every?
Given your investment assumptions, it will estimate the time taken for your investment to double in
value. This is projected up to 50 years.
Savings Plan & Children's Education Estimator 1.
The Savings Planner shows you the compounding effects of making extra payments into a savings plan, ie
How long will it take to reach a savings goal based on regular investments? How much would I save given
a regular investment over five years? etc..
Also included is a calculator you can use to estimate the required funds for your child's schooling.
This takes into consideration: age, years in schooling, current funds, etc and provides you with a regular
investment figure to meet your savings goal.
Children's Education Estimator 2.
"What I've always wanted" best describes this calculator! It allows you to enter details for up to four
children - birth date and the schooling they will be starting in. It will automatically calculate the
childrens age and shows you the progressive schooling costs as the children move thru all the years of schooling.
It will also track your savings fund along the way - making sure you always have enough to cover schooling costs
for all your children. An estimated monthly savings figure is provided, all figures are based on future costs.
Term Compare.
Lets you compare the returns of two term deposit scenarios.
Net Return & Purchasing Power.
Net Return shows your actual return after tax and inflation.
Purchasing Power is simply a chart displaying the purchasing power of your dollar, given your tax rate and inflation.
Share Perform.
Provides you with a chart of varying return scenarios based on a share investment.
House.
Lets you track the value of your home given your suburbs' capital gain, and your expenditure on the property.
Loan Estimator 1.
Find the maximum loan you are able to afford or find the monthly replayment of a loan.
Loan Estimator 2.
Use this to see the effects of extra repayments on your loan. Two scenarios are provided for you to experiment with.
Loan Estimator 3.
Allows you to track your loan in more detail.
Retirement Planner.
An excellent, highly configurable Retirement Planner.
Used to project your expected retirement savings, showing how long your savings will last once retired.
This can also be used to project any savings investment to estimate its future value.
CGT Calculator.
Given your asset details, it lets you compare the tax payable between the Indexation and Discount options, and
also compare it to the capital gain being added to your standard accessable income if an asset is sold within 12 months.
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