Education Tools
A collection of practical tools, money managing applications and useful websites to help you make the most of your hard earned dollars. We have collected these tools from a range of reliable sources including Financial Advice Matters , Money Smart, Australian Investors Association, Money.com.au, National Seniors Australia and Queensland Government.
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Find out what makes our Financial Wellness Programs different!
10 Steps to Bolster your Finances during COVID
Find out tips and tricks to make the most of your money through these unusual times.
How to save money on your electricity bill
Practical tips on how to be energy efficient at home, both indoors and outdoors to help you reduce your energy bill.
Gift Card Comparison Tool
Compare everyday discount for eGift Cards which can be purchased online across various platforms.
Calculators & Guides
Beyond Blue Services Guide for Financial and Mental Wellbeing
An insightful guide on how to support persons with financial and mental wellbeing challenges
Concessions Calculator saving seniors money
Find out what government concessions you are eligible for and how you can apply for them!
Financial Health Check
Find out if you are on track financially and discover areas you may need to look into.
Budget Planner
Work out where your money is going and where you could be making some extra savings.
How much can I save?
See how much you could potentially add to your savings by reducing your spend on little extras.
Mortgage Calculator
Find out how much your mortgage repayments will be.
COVID-19 Accessing Super
Steps to take before withdrawing your super.
Superannuation Calculator
Find out your super balance at retirement.
Savings Goal Calculator
Find out how long it will take to reach your savings goals and steps to put your plan into action.
50-30-20 Saving Strategy
New to budgeting? here is a simple, easy-to-understand budgeting technique anyone can use.
Retirement Calculator
Find out your income at retirement and how contributions, investment options, fees and retirement age affect your retirement income.
Car Loan Calculator
Need a car loan? at Money.com.au they will help you compare car loans, interest rates, and fees from trusted Australian lenders.
Glossary
Common terms that will have you feeling more knowledgeable and in control in the world of finances.
Will guide
Ensure that you leave your hard earned property, cash and other valuables to the people that you love. This guide is a good first step in understanding how a will works and areas you need to consider.
Splitwise is the easiest way to share expenses with friends and family and stop stressing about “who owes who.” Millions of people around the world use Splitwise to organize group bills for households, trips, and more.
Carrot gives you one Reward Point for each step you take. Reward Points are redeemable for on-app specials and at CARROT-registered businesses for exclusive offers and discounts – rewards earned simply for walking, running and climbing stairs!
Expensify is the world's leading application for expense management, receipt scanning, and business travel. Whether you're a road warrior with pockets full of receipts or a busy accountant buried in paperwork, Expensify automates the entire receipt and expense claim process.
Raiz, which until recently was known as Acorns, is a micro-investing platform. Raiz helps you save & invest starting with virtual spare change from your everyday purchases and invest this into a diversified portfolio of stocks and bonds.
Moneytree links everything from your bank accounts, credit cards and digital money to your points, superannuation and cash spending. Then, using its advanced AI, Moneytree brings them all together in one easy to understand financial picture.
Spendee helps track your money (both expenses and income) automatically through bank sync or manually so that you can analyze, organize and budget them for the future. You can invite others to manage your shared family or household budgets.
YNAB is an app that provides both the mechanics of monitoring your income and expenses and instructional support to help you deal with the root causes of financial distress.
Useful Websites
ASFA is the peak policy, research and advocacy body for Australia's superannuation industry providing information to help understand your superannuation.
National Seniors is a membership based community organisation acting as the independent voice of older Australians (members get access to some great discounts!)
Centrelink is a Government service which provides support to Australians who face financial hardship.
For advice on all your personal financial needs. From those looking to save for and buy their first home, to those who have built and managed their wealth, and are wanting to settle in their final home.
Find information for the Australian Securities Exchange including stock quotes, market data, share prices, tools and resources as well as investment information.
Moneysmart provides some great free tools to help you take control of your money.
Sorted provides some great free tools and resources to help you get the most out of your money situation and get ahead of your finances.
Access a range of tax and super services in one place, including lodging your tax return and activity statements, and keeping track of your super.
Visit the Salvation Army ‘Be the Boss’ page for access to a free 3 week online course to help you get on top of your finances through these challenging times.
Money Management Applications
Below we have provided links to some of our favorite applications for managing money. By clicking on the logo you will be redirected to the website where you can find more information and download options.
Get coupons and cashback at your favorite online stores via ShopBack. Stores pay them for your business and they share the cash with you.