Free Financial Planning eBooks

Our expert team of financial planners has created a series of free eBooks that cover a range of financial topics including investing, tax, transition to retirement, superannuation and more. Our eBooks are aimed at helping Australians stay informed on financial advice and planning; and better understand the basics of financial planning issues.

Financial planning for newlyweds

In recent studies, Australian couples ranked financial security as one of the most important factors in supporting marital bliss. In this eBook we provide some valuable tools and insights to help identify financial areas of agreement, difference or stress, and how to better understand and address them.

 

Financial planning for divorce and separation

Divorce and separation creates enormous emotional and financial pressure. In this eBook we provide an overview of common financial issues that arise through divorce and separation and how they can be managed, as well as advice on how to pro-actively re-build your financial life.

 

Financial planning for inheritance and windfalls

Sometimes life can take an unexpected turn and you find yourself in possession of an asset or sum of money through an inheritance or windfall.  When this happens many are unsure of how to proceed. In this eBook provide insights on what you should consider so you can make the most of your new wealth.

 

Free Calculators

The information contained in this calculator tools has been prepared based upon sources considered reliable. The information should be read as a guide only as it does not take into account all of your personal circumstances. No responsibility is accepted because reliance upon this information for the reasons previously mentioned and because actual future investment and market returns will vary. None of your private information is captured or retained by Financial Spectrum via the use of these tools. For full details of the Financial Spectrum Privacy Statement click here.

Insights

May 15, 2018

Budget 2018-19: At a glance

Get quickly up to speed on Budget 2018-19 with this easy to digest infographic. 
May 9, 2018

Budget 2018-19: Quick guide to how it affects you

Our annual review of the Federal 2018-19 Budget allows you to quickly see how the changes are going to affect you without all the media hype. 
April 28, 2018

How to find a financial planner you can trust

With the Royal Commission currently in the spotlight, finding a financial planner that you can trust has never been more important. To help you find a credible financial planner, here are five questions you must ask.  

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