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FACTS Cashflow

Financial literacy and education are seen as significant benefits that can assist our members at Coastline Credit Union to have a greater understanding and control of their financial situation. Together with ClearView Financial Advice, we are proud to launch a new initiative to you our members, FACTS Cashflow.

FACTS Cashflow brings together budgeting, superannuation, tax calculations, insurance and risk profilers into a single location. It enables you to test various financial scenarios and save and update without having to re-enter your details at a later date.

Features of this service include:

• Budgeting – find out where all your money goes...
• Cashflow – do you have an annual ‘net cash surplus’ or ‘net cash deficit’
• Family protection – the Insurance Profiler helps you determine whether you have adequate cover in place to protect you and your family
• Centrelink – discover your eligibility to common Centrelink entitlements
• Income tax – estimate your income tax liabilities based on your family income, super and assets
• Reports – allow you to export your budget, superannuation, income tax and annual Casflow reports

If you then find you have any shortfalls or areas you feel need addressing, you can contact your local ClearView Financial Planner.