Customer Details
Client profile, income, current home & financial position
Customer 1
Income & Tax (2024-25 ATO)
Gross Taxable Income i
$
Current Home
Home Value
$
Original Loan Amount
$
Current Loan Balance
$
State
Property Type
Available Equity (80% LVR)$0
Customer 2
Optional
Add Partner / Co-borrower
Financial Position
Assets
Savings / Cash
$
Superannuation
$
Shares / Investments
$
Liabilities
Car Loan
$
Credit Cards
$
Other Debts
$
Residency Status
Status
Notes
Retirement Calculator
Project your retirement wealth trajectory based on your property portfolio
Assumptions
Current Age
yrs
Target Retirement Age
yrs
Annual Living Expenses
$
Expected Growth Rate
%
Avg Rental Yield
%
Current Portfolio Value
$
Portfolio at Retirement
--
Annual Passive Income
--
Years to Retirement
--
Weekly Passive Income
--
Current Property Portfolio
Add properties the client already owns to build their complete financial picture
Borrowing Power Calculator
Estimate maximum borrowing capacity based on income, expenses and existing commitments
Current Property Cashflow
Analyse cashflow for each existing investment property
New Property Cashflow
Full cashflow analysis including tax refund, stamp duty & growth projections
Property Portfolio
Side-by-side comparison of all properties in the proposed portfolio
Portfolio Summary
Complete financial overview, net worth and 10-year wealth projection