Professional-Grade Tools & Templates
Free resources designed to help you master your finances.
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Every tool on this page is free to download. If you find them valuable, you can choose to name a fair price when you download. This generous support allows me to dedicate more time to creating free, high-quality content for the WealthCopilot community. Thank you!
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Most Popular Tool
Excel Template: Age Pension Calculator (Couple, Homeowner)
This comprehensive spreadsheet is the perfect companion to the popular video on how superannuation affects the Age Pension. Model different scenarios and see how your assets could impact your entitlements.
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Excel Template: Age Pension Calculator
The original template to accompany the video on calculating the Age Pension. Perfect for getting started and understanding the core concepts.
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Australian Broker Comparison Cheat Sheet
This handy guide compares top Aussie brokers on fees and features to help you choose the right platform for your investing journey.
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