Financial Planning Resources
For those who want to learn more about what financial planning is and how it can help you, the Government has produced a guide to get you started.
Is there an official register of financial planners?
Yes, it is on the Moneysmart website. You can look at your adviser’s qualifications, dealership and years of experience.
For number lovers
Here are some calculators to make your life easier.
Expense Tracker
This software package tracks your spending to help you learn where your money is going, build savings plans linked to your goals and keep an eye on your overall financial situation.
Retirement Planner
How much is enough and are you on track? For those who want a quick health check, the Moneysmart website is a great place to get started.
Stay on top
Important pages to follow to stay up-to-date.
Want To Know More About Investments?
The Australian Stock Exchange is a great resource for tracking share prices, as well as a wealth of information if you want to get a better understanding of how shares work.
Keen For Regular Commentary On What’s Happening On The Markets?
If you're interested in regular insights get the information for the same places we do. Zenith's has built its reputation on investment research excellence and is a great resource into what's happening.
Government knows it all
Additional resources to help you with your finances.
Information On Tax Returns
If you’re interested in doing it yourself, the ATO has different options depending on your circumstances. If it’s advice you are after, talk to us and we can help you find the right accountant for you.
Want To See Your Personal Portal With The Government?
MyGov can link many of your Government accounts, including Medicare, the Australian Taxation Office, Centrelink and Child Support.
Do You Have Queries About Any Welfare Benefits?
There is a Government information service that can help you, called the Financial Information Service. You are able to book a face-to-face meeting with one of their officers.
Not Sure Where To Start?
