Client Resources

Things you may find useful

What to Expect: Your First Visit

Dr Tony Virtue explains what to expect on your first visit to Virtue & Partners.

If you are coming in for your first appointment, it is recommended that you watch this short clip, especially if you have never dealt with a financial adviser before.

Watch Video

General Calculators

Enjoy the links to these FREE tools supplied by MoneySmart - a great resource for general financial information (powered by ASIC).

Please get in touch if you would like to discuss any questions that you may have as a result of using these calculators.

View General Calculators

Mortgage Calculators

FREE calculators to work out how much you can borrow, your monthly repayments, and the amount of stamp duty you need to pay on a new purchase.

Please get in touch if you would like to discuss any questions that you may have as a result of using these calculators.

View Mortgage Calculators

Client Discovery Form

When we develop a financial plan for our clients, the more we know the more we can do. Please download, complete, and return this form to us when required.

Download Client Discovery Form

Secure File Transfer

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.

Email is very convenient in our modern world, however email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential information or attachments. Secure File Transfer eliminates this risk.

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If you are ready to start securing your financial future, please get in touch with Virtue & Partners today

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As I See It is a regular video and news update from Dr Tony Virtue discussing the most recent developments in the financial and economic markets

General Calculators

If you have any questions about your situation as a result of using these tools, get in touch with us today.

Secure File Transfer

If you need a login, please contact us.

Mortgage Calculators

Borrowing Power Calculator

How much can you borrow? After entering your income, expense, and loan details, we can calculate your approximate monthly repayments.

View Borrowing Power Calculator

Loan Repayment Calculator

Have an existing loan that you want to pay off sooner, and for less interest? We can make shopping around for a better deal easier.

View Loan Repayment Calculator

Stamp Duty Calculator

Work out the approximate amount of stamp duty you have to pay on your next big purchase. All Australian states and territories included.

View Stamp Duty Calculator

If you have any questions about your situation as a result of using these tools, get in touch with us today.