Financial Calculators

Better numbers.
Better decisions.

The biggest financial decisions of your life should not be made on a rough guess. We have invested heavily in the tools below to help you act with clarity. See the real effect of a move on your lending, your cashflow, and your wealth over time, before you commit.

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The Equity Engine

See in 60 seconds how disciplined extra repayments, equity release, and structured borrowing can impact wealth creation. The Engine walks you through the maths, scene by scene.

Charter Finance Proprietary · The Equity Engine
Your home loan is the engine, not the obstacle.

Whatever the asset, the pattern is the same. Borrowing used with discipline, returns left to compound, and time doing the heavy lifting. That is what this Engine helps you see.

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Net portfolio, year 25$0
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General Calculators

The essentials. Repayments, stamp duty, and income tax. Use them to size up a decision before you make it.

Charter Finance Proprietary Tools
Built by Charter Finance. Yours to use.
Charter Finance Proprietary Tools

Built in-house, around the Financial Wholeness framework we use with clients every day. Each tool is designed to make important decisions clearer.

Prefer a guided walkthrough?
These tools are most useful in context. Book a conversation and we will map your actual position together.
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Charter Finance Proprietary
Power of Compounding
What does my money grow to over time?
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Charter Finance Proprietary
Debt Strategy Calculator™
How much faster could I clear my home loan by redirecting surplus cashflow?
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Charter Finance Proprietary
First Investment Property Impact Calculator™
What does adding an investment property actually do to my cashflow, tax position, and wealth trajectory?
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Charter Finance Proprietary
Mortgage Affordability Analyser
How much can I genuinely afford to borrow, based on my real income and expenses?
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Charter Finance Proprietary
Financial Wholeness Index™ Survey
10 questions that measure 5 important aspects of your financial wellbeing.
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Charter Finance Proprietary
Rate Change Calculator
Understand what my repayments will be after a rate change, and how best to manage it.
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A note on using these tools well. Strategies like accessing equity and restructuring debt are powerful, but any debt carries risk. It works best when you structure the borrowing side with your mortgage adviser and have your accountant or financial adviser guide the tax and investment side. These tools are for education. They are not a recommendation to act, and they do not replace advice tailored to your circumstances.

Full Portal, Invite Only
Tier 3, Financial Wholeness Journey™ clients only
Full Financial Wholeness Portal

Exclusive to our Financial Wholeness Journey clients. The portal brings your financial life into one place: see where you stand now, understand where you are heading through the Financial Wholeness Forecast, and make informed property decisions with the Property Investment Analyser. Your position is actively managed, so the assets that matter most are handled with proper consideration, not left to chance.

Charter Finance Proprietary
Financial Wholeness Forecast™
What is the investment pathway to reach my long-term goals?
Models your debt reduction, equity build, and investment trajectory across years, so you can see how today's decisions translate into tomorrow's position.
Portal clients only
Charter Finance Proprietary
Property Investment Analyser™
Does this property actually work for my financial structure and long-term position?
Full pre-purchase model: net yield, depreciation, tax impact, equity trajectory, and DTI effect across your whole portfolio.
Portal clients only
Charter Finance Proprietary
Financial Wholeness Score™
Across the pillars of financial wholeness, where am I strong, and where should I focus next?
More than a number. It tracks your position across the pillars of financial wholeness, from cashflow to emergency funding and beyond, so your strengths and your focus areas stay clear. Reviewed together every six months, so nothing important drifts.
Portal clients only
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Ready for the Next Step?
Numbers tell you where you are. Strategy decides where you go.

The calculators are a start. Real gains come from the conversation about what to do next: lifting your return, reducing your non-deductible debt, and building toward financial wholeness.