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Documents Library

Financial Planning

  • Fido-reverse-mortgate-calculator

    Reverse Mortgage Calculator

    This indicative calculator developed by ASIC (Australian Securities and Investments Commission) gives you the ability to make a range of comparative calculations about your proposed Reverse Mortgage.

    It is important you talk to your Seagrims adviser
    about the full details relating to Reverse Mortgages.

  • Fido-reverse-mortgate-calculator

    Account Based Pension Calculator

    This indicative calculator developed by ASIC (Australian Securities and Investments Commission) gives you the ability to make a range of comparative calculations about your proposed Account Based Pension.

    It is important you talk to your Seagrims adviser
    about the full details relating to Account Based Pensions.

  • Fido-reverse-mortgate-calculator

    Personal / Household Budget Calculator

    This indicative calculator developed by ASIC (Australian Securities and Investments Commission) gives you the ability to start planning your personal household budget.

    Talk to your Seagrims adviser for
    professional assistance planning your Personal Budget.

  • Fido-red-dog

    Investment Risk and Return Calculator

    This indicative calculator developed by ASIC (Australian Securities and Investments Commission) gives you the ability to make a range of comparative calculations about your proposed Investment to judge its potential return in comparison to risk factors.

    It is important you talk to your Seagrims adviser
    about the full details relating to your proposed investment.

  • Fido-red-dog

    How To Use Retirement Planning Calculator

    This guide first briefly explains what the retirement planner does.

    Then we take you through all the details, explaining our assumptions in case you want to know why it gives you certain results.

    This guide also contains some tips about choices you may be considering. You may prefer to print this guide and refer to it as needed, instead of reading it all the way through. The guide will also make more sense if you try out various options on the calculator as you read about them.

    Along the way, we also explain some important terms. Superannuation, retirement and age pension rules can be complex. For more information, ask FIDO.

  • Fido-red-dog

    Retirement Planning Calculator

    This indicative calculator developed by ASIC (Australian Securities and Investments Commission) gives you the ability to make a range of comparative calculations about your forthcoming retirement.

    It is important you talk to your Seagrims adviser
    to develop a detailed Retirement Investment Plan.

Explore some of Seagrims' valued partners and associates

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    WealthSure
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    Australian Stock Exchange
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    Business Council of Australia
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    Committee for Economic Development of Australia
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    CPA Australia
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    Financial Services Accountants Association
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    Kaplan Professional
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    Australian Consumers’ Association
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    The Financial Literacy Foundation
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    Australasian Legal Information Institute
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    Smexcellence – Online learning for small businesses
  • Australian-bureau-of-statistics
    Australian Bureau of Statistics
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    Australian Prudential Regulation Authority
  • Institute-of-actuaries-logo
    Institute of Actuaries of Australia
  • Institute-of-chartered-accountants
    Institute of Chartered Accountants in Australia
  • Assoc-of-superannuation-funds-australia-logo
    The Association of Superannuation Funds of Australia Limited
  • Women-in-banking-finance-logo2
    Women in Finance
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    Parliament of Australia
  • Acoss-logo
    Australian Council of Social Service
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    ASIC's Consumer Website - FIDO
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    Moneymap
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    Macquarie
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    Aspiritive Group