As wealth builders, we love nothing more than to be surrounded by numbers and financial calculators!
Indeed, financial calculators can be a really handy way to provide a lay-of-the-land, be it to help your budget planning, understand your loan repayments or to appreciate how a savings plan could pan out for you.
It’s important to be clear that financial calculators are only as accurate as the numbers entered into them. Moreover, they provide figures as opposed to an actual plan. So that’s where we can come in. Our experienced financial planners are here to serve as your wealth wingman, ensuring we find not just the right figures, but a way to use them to achieve your lifestyle goals.
We hope the financial budget calculator was helpful to you, but we know one of our human calculators is even better! So, contact us today for a no-cost, no-commitment initial consultation and let us help build your wealth.
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36 if 1 not applicable (Q 5, 8, 9)
34 if 2 not applicable (Q 5, 8, 9)
32 if 3 not applicable (Q 5, 8, 9)
26-38 if all questions answered
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23-34 if 2 not applicable
21-32 if 3 not applicable
You’ve clearly made solid progress in building a strong financial foundation. You’re either actively investing, managing your debt, or planning for the future with a great level of intention.
Still, there’s always room for refinement — whether that’s maximising tax efficiency, reviewing your investment strategy, or preparing for big life events like retirement, children’s education or legacy planning.
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You’ve already laid some important groundwork — maybe you’ve started investing, built up super, or set financial goals. That’s fantastic progress.
With a few adjustments, clearer strategies, and some expert support, you could move from financial confidence to real financial empowerment.
0-12.5 if all questions answered
0-11.5 if 1 not applicable
0-10.5 if 2 not applicable
0-9.5 if 3 not applicable
You’re not alone — many Australians feel unsure about where to start. If you’re feeling disorganised, unsure, or worried about the future, now’s the time to take control.
Working with a financial adviser isn’t just for the wealthy — it’s for anyone who wants clarity, confidence, and a roadmap forward.
No matter your score, ActOn Wealth can support you with clear, strategic advice to help you take control of your financial future. Whether it’s optimising your super, reducing tax, planning for retirement or aligning investments with your values – we’re here to help.