Finance & Wealth Toolkit

Updated: [date]  |  Back to Resources

Your link to a better tomorrow…

We’ve created a free online ‘toolkit’ filled with useful and practical information & tools to help people like you build an even better financial future. We hope you find it to be of value.

Note: Some of the resources listed below are password protected – in order to access these files you will need to enter the password freedom1

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FINANCE BROKING & LENDING

Key Links

Apply Online Now*

Calculate my Max Purchasing Power

Loan Calculators

Best Home Loan Rates

Documents

Cash Back Service Guarantee

Service Commitment Flow Chart

General & Personal Insurance Flyer

MFAA Consumer Brochure

MFAA Code of Practice

Forms

Maximum Purchasing Power Form

Loan Document Checklist

Budget Planner & Report

Free Credit File Request

Free Credit Score Request

Statuary Declaration Form

Referral Form

Features/Other

Getting in the Market [TT]

Staying in the Market [TT]

Planning for Home Ownership

Home Ownership Made Easy

Stop Renting Brochure

Don’t Fit The Mould Brochure

Smarter Property Investment

Loan Re-Innovation Brochure

Your Questions Answered

Handy Links

revenuesa.sa.gov.au

firsthome.gov.au

business.gov.au [ABN Lookup]

asic.gov.au

ato.gov.au

centrelink.gov.au

rba.gov.au

moneysmart.gov.au

mfaa.com.au | mortgageandfinancehelp.com.au

sequal.com.au

mortgagebusiness.com.au

brokernews.com.au

yourmortgage.com.au

infochoice.com.au

canstar.com.au

 

PROPERTY SALES & MANAGEMENT

Key Links

Selling or Leasing [Free Appraisal]

Free Buyer or Renter Alerts

Tools & Forms

For What it’s Worth

Guide to Successful Selling

Direct Connect [Utilities]

Handy Links

realestate.com.au

domain.com.au

realestateguide.com.au

realcommercial.com.au

commercialrealestate.com.au

rpdata.com.au

forsite.com.au

propertycouncil.com.au

reiaustralia.com.au | reisa.com.au

landservicessa.gov.au

localgovernmentassociations

sa.govv.au/housing

propertyvalueguide

homesite.com.au

hia.com.au | masterbuilders.com.au

yourinvestmentproperty.com.au

apimagazine.com.au

 

FINANCIAL PLANNING

Key Links

Free Wealth Check

Free Financial Health Check [gov]

Savings Calculators [infochoice]

Investment Calculators [gov]

Guides & Checklists

Getting Advice

Choosing a Financial Planner

Good Advice [Case Studies]

Trade Off [Understanding Risk]

Understanding Money

Smarter Money

Smarter Investing

Smarter Super

Planning for Retirement

Dollarsmart [Teach Your Kids]

Handy Links

fpa.asn.au

financialplanningmagazine.com.au

moneysmart.gov.au

moneymanager.com.au

superratings.com.au

smartersuper.com.au

scamwatch.gov.au

asic.gov.au

asx.com.au

ato.gov.au

centrelink.gov.au

bankers.asn.au

brw.com.au

afr.com.au

 

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PROPERTY RENOVATION & INVESTMENT

Key Links

Renovation Seminar – Book Now!

Renovation & Design Service Guide

Mentoring & JV Service Guide

Tax Depreciation Calculator

Tools & Forms

Renovation Portfolio/Case Studies

Free Buyer Alerts

Free Property Sales Reports

Investment Business Plan

RE-Search Kit

Letter of Offer Template

Confidentiality Contract

Joint Venture Contract

5 yr Rental Contract Guide

Property Buyers Form

Buyers Agent Agreement

Handy Links

re-innovate.com.au

rpdata.com.au

sqmresearch.com.au

realestate.com.au

domain.com.au

realestateguide.com.au

realcommercial.com.au

commercialrealestate.com.au

rpdata.com.au

forsite.com.au

propertycouncil.com.au

reiaustralia.com.au | reisa.com.au

landservicessa.gov.au

localgovernmentassociations

sa.govv.au/housing

propertyvalueguide

homesite.com.au

hia.com.au | masterbuilders.com.au

yourinvestmentproperty.com.au

apimagazine.com.au

 

GENERAL INSURANCE BROKING

Key Links

Home & Contents Quote

Motor Vehicle Quote

Investment Calculators [fido]

Construction Cost Calculator [BMT]

Guides & Checklists

Guide to Insurance

Smarter Insurance

Underinsurance Report [ASIC]

Handy Links

insurancenews.com.au

niba.com.au

insuranceombudsman.com.au

asic.gov.au

apra.gov.au

banks.asn.au

 

EDUCATION SERVICES & TOOLS

Key Links

Online Bookstore – Search Now

CASHFLOW 101 Workshops

Urbantech Facebook Page

Tools & Forms

Personal Business Plan Builder

10 Pro-Action Steps

10 Pro-Action Steps – Progress

Recommended Reading List

Free eBooks

Think & Grow Rich

Acres of Diamonds

As a Man Thinketh

Science of Getting Rich

Common Denominator of Success

The Power of Concentration

101 Experts to Improve our Lives

Handy Links

forum – somersoft.com.au

forum – propertyinvesting.com.au

yourinvestmentproperty.com.au

rpdata/blog.com.au

apimagazine.com.au

brw.com.au

afr.com.au

franchise.org.au