Planning tools

Budget planner

Budgets can show you where you're spending and what you can save.

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Salary sacrifice & Government Super Co-contributions calculator

Find out how much income tax you would pay if you salary sacrifice.

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Transition to retirement calculator

Use this tool to explore the possible tax benefits from using a Transition to Retirement strategy.

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Retirement planner

Find out if you'll have enough super when you retire.

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Are you a financial wiz?

Find out your level of financial knowledge and the areas you need to read up on.

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What type of investor are you?

Use this tool to help you understand your risk tolerance and investment objectives.

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How long will I live for?

Use this tool to understand how long you may need to fund your retirement.

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Fact Find

Use this form before an initial consultation with a Mercer financial adviser or to assess your financial situation and objectives.

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This website is provided by Mercer (Australia) Pty Ltd (Mercer) ABN 32 005 315 917. Please refer to our Financial Services Guide. Mercer Wealth Solutions ® and the petal logo are registered trademarks of Mercer Investment Nominees Limited ABN 79 004 717 533 AFSL #235906 (MINL). Mercer is a corporate authorised representative #260851 of MINL. MINL is the trustee of the Mercer Super Trust ABN 19 905 422 981 (which includes the Corporate Superannuation, Personal Superannuation and Allocated Pension Divisions), the trustee of the Mercer Portfolio Service Superannuation Plan ABN 92 181 844 838, the responsible entity of the Mercer Portfolio Service Investment Plan and a wholly owned subsidiary of Mercer. Transition to Retirement Allocated Pensions and Allocated Pensions are provided through the Allocated Pension Division of the Mercer Super Trust. Mercer provides the Mercer Self-Managed Super Service (the Service) as a corporate authorised representative of MINL. Please refer to the Financial Services Guide for the Service. This website includes general financial product advice which has been prepared without taking into account your personal objectives, financial situation or needs. You should consider the relevant Product Disclosure Statement for any of the products referred to in this website or the Product Information Statement for the Service and obtain advice from a licensed, or appropriately authorised, financial adviser before making any decisions concerning any of those products or the Service. For details on obtaining a Product Disclosure Statement for any of the products referred to in this website or the Product Information Statement for the Service refer to the website or contact 1800 633 403. Mercer financial advisers are authorised representatives of MINL. © 2010 Mercer (Australia) Pty Ltd.