Free to start · No credit card required

Your financial future,
finally clear

A regulation-aware retirement projection engine for Australians, explored conversationally. Register free and get welcome credit to run the model, explore what-if scenarios, and ask questions in plain English. Then pay only for time you actually spend in the app — no subscription, no commitment. Your data is always saved.

Projection engine · save2retire $0.25/min + GST · live demo
I'm 42, earning $145K, $180K in super, $600K house with $350K mortgage. Want to retire at 60.
s2
Save2Retire
Got it — I've recorded:
  • Age 42 (date of birth defaulted to 1 January — feel free to adjust on the Personal tab)
  • Employment income $145,000 (employer SG defaulted to 12%, salary sacrifice 0% — adjust on the Super tab if different)
  • Super balance $180,000
  • Family home $600,000 (on the Assets tab)
  • Mortgage $350,000 (interest rate defaulted to 7% and monthly repayment $2,500 computed from that — please adjust on the Liabilities tab if your rate or repayment is different)
  • Retirement age 60
⚠️ Content suppressed — please provide the missing projection inputs below before the AI can comment on the projection.
To give you a meaningful projection, I just need your annual household expenses. What do you spend per year on living costs — things like groceries, utilities, insurance, entertainment, transport?
50k expenses
s2
Save2Retire
Got it — I've filled in 'Household Living Expenses' at $50,000/yr.
Based on your inputs, under the entered assumptions, the model projects net wealth of $2.2M at retirement (age 60), with super balance reaching $700,000. The projection sustains to life expectancy (age 90) with an end balance of $4M in real terms. Your first retirement year shows total spending of $70,000 with super drawdown of $29,000.
The projection is now meaningful with your key inputs captured. Is there anything specific you'd like to explore — perhaps different retirement ages, contribution strategies, or stress-testing the projection?

The knowledge to take control
of your financial future

You don't need to be a finance expert. Enter your details, see where you're headed, and learn what questions to ask when you're ready to speak to a professional.

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Lifetime Cash Flow Projection

See your income, expenses, super, investments, and pension mapped out year by year — from now until retirement and beyond. No spreadsheets required.

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AI Assistant for Entry & Exploration

Set up your projection by typing instead of clicking through forms — "I'm 42, earning $145K, $180K in super, retiring at 60" captures everything in one go. Once your projection is running, ask plain-English questions about what it shows: "Why does wealth dip at age 62?" "How is the tax being calculated here?" "What changes if I retire at 63?" The assistant reads the engine output and explains it — clear, contextual answers, not generic Google-search results. Welcome credit gets you started; beyond that you pay only for the minutes you spend in the app — $0.25/min + GST, no subscription.

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Stress-Tested Projections

The tool runs the projection through 1,000 different market scenarios — good years, bad years, everything in between — using Monte Carlo simulation. You don't need to understand the maths — the result is a simple probability score showing how the projection holds up under a wide range of conditions.

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Scenario Explorer

Adjust any input — contribution amounts, retirement age, mortgage repayments — and instantly see how the projection changes. Compare different scenarios side by side to explore how each assumption affects the model.

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Smart Observations

The Summary tab highlights where the projection crosses key regulatory thresholds — such as Age Pension age, concessional contribution caps, or the Transfer Balance Cap — helping you understand which rules are relevant to the model's calculations.

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Adviser-Ready Reports

When you're ready to see a licensed financial planner, download a professional PDF of the projection to share. Walk in feeling informed rather than overwhelmed.

From "I have no idea" to
"I feel prepared to have the conversation"

No financial knowledge needed. No appointments. No pressure. Just clarity about your own money — at your own pace.

Annual income $98,000
Super balance $142,500
Monthly expenses $4,200
Retirement goal Age 67
Projected at 67 $1.18M
1

Register Free — No Card Needed

Create a free account and start your projection. Type your details to the AI assistant — "I'm 42, $145K income, $180K super, retire at 60" captures everything at once — or enter them directly in any of the data tabs. Welcome credit gets you the lifetime projection, what-if scenarios, and the AI assistant from day one. No card needed.

2

Enter Your Financial Picture

No sensitive personal information needed — just financial basics like income, super balance, expenses, and date of birth for Age Pension calculations. Add as much or as little as you like. Your data is saved automatically.

3

Use Your Welcome Credit

Your starter credit unlocks everything: lifetime cash flow projection, charts, scenarios, summary, and the AI Q&A tool. You pay only for the minutes you actually spend in the app. Top up whenever you need more — no subscription, credits never expire.

4

Learn, Explore, and Talk to a Professional Prepared

Ask the AI assistant plain-English questions about your projection, run scenarios, and when you're ready for personalised advice, download a PDF to share with a licensed financial planner.

49 plain-English guides across
every corner of your finances

Super, tax, pensions, couples, SMSF, scenarios, estate planning — every feature comes with a jargon-free guide that explains what it does and how the model uses it. No financial knowledge required.

The best time to understand
your money was yesterday

Most Australians don't engage with their finances until it's nearly too late. A ten-minute projection today could change how you think about the next thirty years.

Compound Growth Rewards the Early

Small changes made early may have a significant impact by retirement — a licensed financial planner can help you assess your options. Seeing it modelled in a projection makes the concept tangible.

Knowledge Removes the Fear

Most people avoid financial planning because it feels overwhelming. When you can see how super, tax, and pensions work together in a clear projection, the concepts become far less intimidating.

Better Conversations with Advisers

Financial planners can help you most when you already understand the key concepts. You'll ask sharper questions and feel more informed during the conversation.

Free to Start — Pay Only for Time Used

Register and enter your details at no cost. We give you welcome credit to explore your projection, run scenarios, and try the AI assistant. Beyond that, you pay only for the minutes you actually spend in the app. No subscription. No deadline.

Start at 25, Not 45

Beginning just ten years earlier can model hundreds of thousands more in retirement — even with the same contributions

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Knowledge Is Power

Understanding your super, tax, and pension eligibility puts you in control — not in the dark

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Prepared, Not Pressured

Walk into a financial planner's office with a clearer understanding of the concepts, the terminology, and the questions worth exploring

Ask anything about
how it all works

The AI assistant reads the projection and answers questions about financial concepts in plain English. It won't tell you what to do — that's what licensed planners are for. But it will help you learn how super, tax, and pensions work so you can have better conversations when the time comes.

Reads your full projection for context-aware answers
Explains what the model is doing and why — in plain English
Answers "what happens if I change this input?" questions
Translates financial jargon without telling you what to do
Pay-per-minute usage — no subscription, credits never expire
Your projection
✓ On track
Now
$142K
At 67
$1.18M
Years of cover
27
Confidence
94%

Professional-grade modelling,
built for every Australian

Depth of modelling typically found in professional financial planning tools — built for everyday Australians. Super, tax, Age Pension, property, debt, and investment modelling together in a single lifetime projection.

📊 Cashflow & Projection
  • Year-by-year wealth and cash flow projections
  • Monte Carlo simulation — 500–2,000 iterations with equity, bond, cash & inflation volatility
  • Tax-aware calculations across all income types
  • CPI-linked expenses per line item
  • Scenario comparison with Monte Carlo probability of success
🏦 Retirement & Super
  • Full accumulation — SG, salary sacrifice, NCC, bring-forward, carry-forward
  • Pension phase & ABP — TBC, grandfathered deeming, reversionary pensions
  • TTR — 4–10% drawdown, salary sacrifice offset, earnings taxed at 15%
  • Contribution caps & excess CC — Div 293, marginal tax + 15% offset
  • Work test (67–74) with TSB < $300K exemption logic
  • Recontribution strategy — full TBC commutation/recommencement cycle
  • SMSF — blended CGT, LRBA, member allocation, cost modelling, one-off CGT events
🧾 Tax Modelling
  • All financial years 2024–25 to 2026–27+, rate-table driven
  • Medicare levy — full three-zone: exempt / shade-in / flat 2%
  • Medicare Levy Surcharge — three tiers, PHI gating, couple thresholds
  • SAPTO & LITO — rate-table driven and editable
  • Division 293
  • HECS/HELP — marginal band repayment + AWOTE indexation
  • CGT — 50% discount, super ⅓ discount, SMSF blended rate
  • Death benefit tax — tax-free to spouse, 17% non-dependant, estate concession
🏠 Investment & Assets
  • Per-asset growth rate, income yield, drawdown schedule
  • Investment property with negative gearing
  • Stamp duty & land tax — all 8 states & territories, foreign buyer & absentee/vacancy surcharges
  • Annuities — Centrelink assessment, deductible amount, reversionary
  • Family home — Centrelink asset test exemption, downsizer
🏧 Age Pension
  • Full income & assets test — deeming, taper rates, homeowner/non-homeowner
  • Work Bonus — $7,800/yr employment income exemption
  • Grandfathered ABP deeming treatment
  • CSHC modelling
  • Gifting rules — $10K annual, $30K over 5 years
📋 Strategy & Scenarios
  • Multi-scenario with save/load and side-by-side comparison
  • Strategy toggles — salary sacrifice, NCC, recontribution, TTR, splitting
  • Contribution splitting with SIS Reg 6.44 timing (N+1 deferral)
  • Centrelink modelling — Age Pension, CSHC and deeming rules applied year by year
🎯 Goals & Life Events
  • One-off expenses at specific ages — cars, renovations, education, travel, aged care
  • Amounts entered in today's dollars, automatically inflated to the target age
  • Capital Goals engine — model a goal as an asset acquisition (e.g. buying a car or investment) rather than a pure expense, preserving net wealth
  • Configurable growth rate and income yield on capital goals
  • Goal savings tracking — monthly contributions, return assumption, CPI-linking
💳 Debt & Lending
  • Principal & Interest and Interest Only loans with offset accounts
  • Multiple liabilities with individual rates
  • Notional deficit loan — models cash shortfall with configurable rate
🛡️ Insurance
  • Needs-based benchmark — life cover vs debts + 10× expenses
  • IP, TPD & trauma flags surfaced as insights
  • Per-policy premium tracked over time
🤖 Platform & Tools
  • Built-in AI assistant — plain-English explanations, projection Q&A, PDF summaries
  • Adviser-ready PDF compliance report
  • Full white-label per organisation — branding, logo, custom rates
  • Fast — single-page React app, sub-second projection updates
  • Cloud SaaS hosted on AWS Sydney

Educational tool, not financial advice

We're here to help you learn — not to replace a licensed financial planner. Every part of this platform is designed with Australian regulations in mind.

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Regulatory Compliant

All AI responses are screened in real time against Australian regulatory guidelines. Educational language only — no personal recommendations, ever.

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Your Data Stays Private

Your financial data is encrypted in transit and at rest, stored in Australia, and only processed to provide the service. We don't sell data, run ads, or use your information for marketing. See our Privacy Policy for full details.

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Prepare, Not Replace

When you're ready for personalised advice, download a professional PDF of the projection to share with a licensed financial planner — so the conversation can start from a more informed place.

Get started free with welcome credit.

No card required. No subscription. You pay only for the minutes you actually spend in the app.

Welcome credit
$2
≈ 8 minutes to chat with the AI assistant
Pay-per-minute thereafter
$0.25/min + GST
25¢/min · approx $15/hr
Top up whenever you need more.
Credits never expire. Cancel any time — there's nothing to cancel.
Get Started Free →

All prices in AUD, plus GST. Credits never expire.

Get started free.
Pay only for time you actually use.

No credit card to register. Welcome credit included. Beyond that, you pay only for the minutes you spend in the app. No subscription, no commitment, credits never expire.

Start Free — No Card Required → See Pricing

Welcome credit on signup · Pay-per-minute thereafter · Top up whenever · Credits never expire