Our resource centre is designed to help you manage your finances and plan for the future. We provide you a range of calculators, factsheets, useful links plus advice from our experts in the thought provoking video series “a minute on your money”.

Travel checklist

Whether you are heading off for a driving trip around Australia or preparing to travel the globe, planning ahead will help you make the most of your travels.  

Retirement checklists

You may be a long way off retirement, or you could be about to take the plunge. Trying to consider all of your options can be overwhelming. Here are some simple checklists that outline some of the things to consider when you are:


While you don’t have to become an expert (after all that’s why we’re here) a little bit of information can make your decisions a little easier. That’s why we offer a range of fact sheets that can help you understand issues such as investing, financial planning and insurance. Find the fact sheet you are interested in to learn more.

Calculators and tools

Sometimes, no matter how often you look at them, some things just don’t add up.

While we can’t help you solve life’s mysteries (who knows why dogs turn round three times before they lie down?) we can help you make sense of your finances.

ANZ Budget Planner

Forget the spreadsheets and notepads. If you know your income, our planner will step you through your expenditure to give you a view of where your money is going. It’s a simple first step to taking control of your finances. 

ANZ Money Manager

Our free online budgeting tool linked to hundreds of financial institutions world wide that tracks your spending so you know exactly where your money goes. You can even set up alerts to let you know when bills are due and set personal limits to keep your spending on track.

ANZ Retirement Readiness Summary

The more prepared you are, the greater chance you have of living the retirement you want, and deserve.  The Retirement Readiness Summary is designed to provide you with a simple snapshot of your estimated retirement balance, along with a guide of how much you may need to live your desired retirement lifestyle.

ANZ Wealth Health Check

Your Wealth Health Check can help identify goals and concerns, and the plans you may currently have in place to achieve your financial goals.

Retirement number calculator

With three numbers you already know, you can calculate how much you may need to achieve the lifestyle you want when you are no longer working.

ANZ Investment Lending calculator

Makes planning your investment gearing that little bit easier. Insert your desired stocks and the calculator will produce your loan to value ratio.

Useful links

Retirement advice

Australian Securities and Investments Commission (ASIC) site designed to give people independent guidance so they can make smart choices about their personal finances.


Access to Government and non-Government information and services for older Australians.

Aged care Australia

The Australian Government Department of Health and Ageing’s online source of information about aged care, to help people make informed decisions about aged care options for themselves and their family members.

Government allowances

Centrelink information related to retirement, payments (age pension, seniors supplement), concession and health care cards, retirement services, claiming and government retirement publications.

Commonwealth Seniors Health Card

Information on the Commonwealth Seniors Health Card (CSHC) that helps senior Australians who do not qualify for the Age Pension, with the cost of prescription medicines and other health services.

Pensioner Concession Card

Information on the Pensioner Concession Card that assists senior Australians who receive the Age Pension with access to specific goods and services at a concessional rate including medicines listed on the Pharmaceutical Benefits Scheme (PBS), other health services and possible State & Territory Government and local councils concessions such as reductions on property and water rates, reductions on energy bills and reduced fares on public transport.

Superannuation and Tax

Australian Tax Office – Retirement

General Tax information including details regarding offsets for senior Australians and pensioners and superannuation.


An Australian Tax Office site that helps people look for their lost and unclaimed super. It can also help people lodge a request with their fund online if they wish to transfer their lost super to another super account.

Super Decisions

An Australian Securities and Investments Commission (ASIC) downloadable booklet that explains superannuation from A to Z.


The Australian Government's overseas travel advisory and consular information service, that includes travel tips, travel advice and bulletins.


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