Financial Tools

Caution: These calculators are provided by AcctWeb/PlannerWeb (powered by FACTS Online) and are not provided, approved or endorsed by Charter Financial Planning. Using these calculators may provide a useful starting point. However, they are guides only and do not constitute expert, licensed financial advice. Calculators should not be used as the basis for any financial or investment decision. You can build a full understanding of your financial position by working with a qualified financial planner to develop a plan based on your personal situation. Contact us for advice tailored to your goals and needs.

Latest Financial Planning News

  • Our website is really our digital office.

    Coming to our digital office means you can visit us at any time without moving, you family and friends can to.  You can drop off and pick up files, you can catch up with important news, you can ask us questions on a wide range of topics, you can search providers such as Centrelink, the ATO and ASIC and often more easily than going to their sites, you can access a range of calculators, you can get to know our staff, and more.  Drop in anytime!

  • Bitcoin – is it really for you?

    If I could sum up the contents of my junk emails over the last 12 months in a single word it would be: Bitcoin.

  • Spread your money, reduce risk

    Six out of ten Australians own investments outside of the family home and super. That’s good news. The only problem is that many people are still putting all their eggs in one, or just a few, baskets. 

  • Love and money? It’s not about control

    While talking about money is not the most romantic way to spend an evening, it's worth putting some time aside to explore shared goals and the way you manage your money as a twosome.