Free Investor Toolkit — No Cost
The Melbourne
Investor's Essential
Toolkit
Three practical tools for Melbourne investors navigating income drawdown, tax timing, and property decisions — built by a CFP® who works exclusively in this market.
Income Calculator
Enter your assets and retirement targets — get your safe annual draw-out rate, modelled to your numbers.
Tax Timing Checklist
CGT event triggers and Div 296 thresholds — a step-by-step checklist so you act before the window closes.
Melbourne Benchmarks
Current gross yields, vacancy rates, and risk tiers by suburb category — updated for this market.
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Benchmarks reflect current Melbourne yields, not national averages. The numbers you're actually working with.
Tax-aware, not generic
The checklist covers Div 296 and CGT timing — two areas where the difference between acting and waiting can be significant.
Use it today
Each tool is designed to be actionable immediately. No financial jargon, no unnecessary complexity.