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Financial Planning Toolkit

Our videos and visual interactive marketing tools work to demonstrate to you how we can help manage important financial events in your life journey.

Please get in touch if you have identified an area where we can help.

View Financial Planning Toolkit

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Capitaleyes
Phone: 02 9568 5555
3/471-473 Marrickville Rd
Dulwich Hill NSW 2203
Entrance: Seaview St

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Limited Liability by a scheme approved under Professional Standards Legislation.

Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 321471.) and Charbel Fahd is an Authorised Representative (No. 302146) of InterPrac Financial Planning Pty Ltd (AFSL No. 246638).

GENERAL ADVICE WARNING: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

© 2024 Business Advice Financial Vision Pty Ltd. All rights reserved.
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General Calculators

Managing my money

Superannuation

Borrowing and credit

Retirement

Investing

If you have any questions about your situation as a result of using these tools, get in touch with us today.

Secure File Transfer

If you need a login, please contact us.

Video Conferencing via Webex

can help you organise an online video conference via Webex from anywhere in the world, 24 hours a day, 7 days a week.

This technology, from world leaders Cisco, allows you to meet with anyone online, in real time.

You can share audio, high-quality video and files over the internet to deal with your financial matters directly with .

Call us to find out how we can organise a video conference for you: (02) 9568-5555

MFAA Lending Calculators

View Loan Repayment Calculator
View Budget Planner
View Borrowing Power Calculator (Net Income Only)
View Borrowing Power Calculator (Both Net and Gross Income)
View Comparison Rate Calculator
View Compound Interest Calculator
View Credit Card Calculator
View Extra Repayment Calculator
View Home Loan Offset Calculator
View How Long to Repay_Calculator
View Income Tax Calculator
View Interest Only Mortgage Calculator
View Introductory Rate Loan Calculator
View Leasing Calculator
View Loan Comparison Calculator
View Lump Sum Repayment Calculator
View Property Buying Cost Calculator
View Property Selling Cost_Calculator
View Reverse Mortgage Calculator
View Saving Calculator
View Split Loan Calculator
View Stamp Duty Calculator
View Income Annualisation Calculator
View Income Gross Up_Calculator
View Savings Goal Calculator How Long to Save
View Savings Goal Calculator How Much To Deposit
View Fortnightly Repayment Calculator
View Mortgage Switching Calculator
View Rent vs Buy Calculator

If you have any questions about your situation as a result of using these tools, get in touch with us today.

Financial Planning Toolkit

Five Minute Financial Health Check

Take our '5 Minute Financial Health Check' for a quick guide to your current financial condition (new and current clients).

Take the Health Check now

Financial Planning Explained

An explainer video that outlines what financial planning is and lists some of the financial planning options available to you.

Watch Video

How We Can Help

Watch our short video that explains how we, as your financial planner, can help you in securing a better future.

Watch Video

'About You' Questionnaire (New Clients)

Complete our 'About You Questionnaire' to help provide insight into your current financial position (new clients only).

Take the Health Check now

'Changes' Questionnaire (Existing Clients)

Complete our 'Changes Questionnaire' to let us know of any changes in your life that should be considered in your existing Financial Plan (existing clients).

Take the Health Check now