Money toolkit

Tools to get the most out of your money

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Take advantage of free financial tools from Alexforbes. Our range of tools will help you build better financial skills, plan for your future and engage with your money matters differently.

  • Learn how money works and many more topics with Empower

  • Make the most of your money and understand your retirement savings options with My Money Matters Toolkit

  • Plan for retirement in a fun way with My Retirement Picture

  • Securely view your retirement savings and other benefits with Alexforbes on AF Connect

Learn more about money matters

Empower is a personalised platform that connects you to a community of content, people and resources that matter.
With more than a hundred tips and tools that teach you all about money and how it works, you can safely navigate your way to better financial outcomes.
Join the platform to build the knowledge, skills and habits to make the most of your financial decisions.
View the brochure here.
Chat to Nova, our financial courage bot

Are you starting a new job, leaving a job, retiring soon, or just trying to achieve your financial goals?

My money matters toolkit from Alexforbes provides guided information to navigate your working life and beyond.
Watch the introduction video to find out what's in the toolkit and how to get around.
Starting a job Leaving your employer Retiring from your employer Other financial matters

My retirement picture

Retirement planning can be challenging. How much money will you need after you retire from your job? Are you saving enough?
You can answer these questions by building your retirement picture and exploring ways to have enough to live on when you get older.
Build my retirement picture

Stay on track to reach your retirement goals with AF Connect

As a retirement fund member, you can check your retirement and investment savings balances anywhere, any time on AF Connect.
With access to tools that will help you with budgeting, saving, understanding debt and planning for retirement, you are well on your way to better financial outcomes.
Sign in to AF Connect

Impressed, hope uplifted. Stress reduced keep up great impact to one’s life.


Philimon M

Thank you for the help, I enjoyed this process and felt that I was given enough options and had a good outcome.


Hattie B

Thanks for the chat and looking forward to learn more about my financial wellbeing.


Gugulethu S

Thank you Alex Forbes!!! You are the best.


Elizabeth V

The explanation was really helpful. I now know where I stand and how my finances are being handled


Anonymous

Yonela was very knowledgeable and helpful about the options available to me. She helped set my mind at ease and plan my way forward


Anonymous

Talk to a financial adviser

Alexforbes is qualified and licensed to provide financial advice.
Please verify that your data is correct, and we will securely transfer your data to them in order to call you back.
You are under no obligation to accept any quote and there is no penalty for changing your mind at any point.
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Visit the My Money Matters toolkit for information about your retirement savings options. From there, you can connect to a registered financial adviser to explain your options if you need more help.

The two main things you can do are:

  • save as much as you can each month
  • keep your retirement savings invested whenever you change jobs.

Find out more about increasing your retirement savings contributions and combining your retirement savings in one place in the My Money Matters toolkit.

Financial advice fees are negotiated by you and your financial adviser within the limits set by laws. A registered financial adviser helps you make financial decisions that are right for you based on your personal circumstances. You can find out more about fees and other important topics in the My Money Matters toolkit.