Great Advice · Free tools
See where you stand on the big retirement questions.
Six quick, free tools for the years around retirement. No sign-up, no jargon. Find the question that sounds like yours, and you will know what to do next.
Built by George Iacovou, your local financial adviser.
5.0 from 55 Google reviews
Pick the question, not the product.
Will your super be enough?
Super Simulator
Project where your super could land by retirement age, in today's dollars, and see the gap to the ASFA benchmarks.
You'll see Your projected super at retirement, and the gap to a comfortable income.
-
Retirement
Could you stop work before 67?
Retire Before 67 Income Bridge
Stop work before Age Pension age and your own savings carry the years in between. See roughly how many years they need to cover.
You'll see How many years your own savings need to carry you.
Open -
Age Pension
Where do you sit for the Age Pension?
Age Pension Self-Check
See roughly where you sit against the current income and assets test thresholds, before you apply.
You'll see Roughly where you land on the income and assets tests.
Open -
Super
How much can you still put in?
Super Contribution Cap Checker
See roughly how much room you have left under the contribution caps this financial year, and what changes when the new caps take effect.
You'll see Your remaining contribution room for this year, in dollars.
Open -
Fees
What would advice cost you?
Adviser Fee Estimator
See where your situation likely sits within our published fee ranges, and what to bring to a first meeting. Not a quote.
You'll see An indicative range for your situation.
Open
More on the workbench
Six more are in development: longevity, retirement spending, the Commonwealth Seniors Health Card, minimum drawdown, downsizer and transition to retirement. They land here as they pass our checks.
A quiet hour with the right numbers changes how the next thirty years feel.
A tool shows you the numbers. George helps you plan around them.
I built these so you can see where you stand before we even talk. When you are ready, we can work through your own numbers together.
No obligation. By phone, or at the Springwood office with free parking.
5.0 from 55 Google reviewsAuthorised representative of Akumin Financial Planning, AFSL 232706.
Our tools
Using the tools.
The questions people ask first. If yours isn't here, the first meeting is the right place for it.
Book a first meetingAre 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.
