Your profile

These numbers power every calculator in the app. Nothing is stored externally.

About you

Your name

Your age

Current age

Partner's age

Leave blank if single

Number of kids

For legacy/estate calculations

Super & income

Super balance

Total superannuation balance today

AUD

Annual income

Gross salary before tax

AUD

Extra contributions

Salary sacrifice or personal contributions above SG

AUD/yr

Target retirement age

When you want to stop working

Target retirement income

Annual income you want in retirement (e.g. $80,000)

AUD/yr

Assets outside super

Investment property value

Current market value (not family home)

AUD

Property cost base

Original purchase price + costs

AUD

Shares / ETFs outside super

Total value of share portfolio held outside super

AUD

Bonds / fixed income

Bonds, term deposits, or fixed income outside super

AUD

Cash flow

Monthly living expenses

Total monthly spending (housing, food, transport, lifestyle)

AUD/mo

Protection

Used for risk gap analysis (Rule #8)

Expected investment return

Conservative 6% / Base 8% / Optimistic 10% p.a. (Stuart Wemyss benchmarks)

Income protection insurance

Do you have an active income protection policy?