Tools

Practical self-checks before you act.

Short, plain decision-support tools for pre-retirees and retirees across south east Queensland. They help you see what to confirm next. They are estimates, not advice, and not a decision about what you would receive.

Age Pension Self-Check See roughly where you sit against the current income and assets test thresholds, before you apply. Super Simulator Project where your super could land by retirement age, in today’s dollars, and see the gap to the ASFA benchmarks.

General advice warning: these tools contain general information only. They do not take account of your objectives, financial situation, or needs. Great Advice is a trading name of Aetos Wealth Advisors Pty Ltd, authorised under Akumin Financial Planning Pty Ltd AFSL 232706.

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Using the tools.

The questions people ask first. If yours isn't here, the first meeting is the right place for it.

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Are the results from these tools personal financial advice?

No. The tools give general information only, not personal advice. They run a quick self-check on figures you enter and show a likely band or estimate so you can see roughly where you stand. They don't take your full situation, goals, or tax position into account, so the result isn't a recommendation to act. For advice tailored to you, book a first meeting with me.

What do these tools do, and what won't they tell me?

Each tool runs a fast self-check on the numbers you type in and returns an estimate or band, like a likely Age Pension range. It won't confirm an exact entitlement, calculate your tax, or tell you what to do next, because that depends on your full circumstances. Treat the result as a starting point to bring to a meeting, not a decision in itself.

Do you store the information I enter into the tools?

No. The figures you enter stay in your browser to work out the result, and we don't save them to your profile or send us a record of what you typed. You only share details with us if you choose to book a meeting or send an enquiry. If you want a result reviewed properly, you can bring your numbers to a first meeting.

Why should I see an adviser after using a tool if I already have an estimate?

An estimate from a tool only uses the few figures you enter, so it can miss things that change the outcome, like how assets are owned, super structure, timing, and Centrelink rules. A first meeting lets George or Dan check the full picture and tell you whether the estimate holds up and what your options are. The first meeting is free, with no obligation.

Which tool should I use first?

Start with the Age Pension Self-Check if you're at or near retirement and want to see whether you might qualify and roughly how much. It takes a couple of minutes and gives you a likely band to work from. We add more self-checks over time, so use whichever matches the question you have right now, then bring the result to a meeting.