The Finance Algorithm
§ Tool · tier 2 · independent

AtelierWealth Budget and Property Investor Planner.

Hybrid budgeting and financial planning calculator for Australian property investors; combines income, expense, home loan, and investment tracking.

Live dataFree, no signupOn-deviceLiveupd May 2026
Inputs
Your numbers
$
$8k

Net (after-tax) income per month from all sources.

$
$3k

Mortgage, maintenance, levies, management fees.

$
$4k

Groceries, transport, insurance, utilities, non-property loans.

$
$800

Rent, dividends, distributions.

2

Count properties generating income or requiring outgoing payments.

$
$400k

Combined balance across home/investment loans.

Math updates live as you change inputs · AI runs on submit

Awaiting inputs

Move the sliders or type in the form on the left — the math updates live as you go. Click Get AI verdict when you want a written analysis.

The AtelierWealth Budget and Property Investor Planner is a comprehensive budgeting and investment planning tool designed for Australian property investors. It combines income and expense tracking, loan analysis, and investment goal setting to give users a holistic view of their finances. Whether you're a seasoned investor or just starting out, this calculator helps you optimise cash flow, monitor expenses, and set investment targets. By integrating both personal and property-related finances, it enables smart decision-making, supports tax planning, and helps you grow your wealth strategically. Use this tool to identify improvement areas, prepare for your next purchase, and stay on top of changing costs in 2026 and beyond.

§ Worked examples

Real-world scenarios

Expanding investor with two properties

John owns two investment properties and wants to buy a third. By tracking income, expenses, and loan exposure, the tool shows his cash flow position and readiness for another purchase.

Inputs

totalIncome:9,000propertyExpenses:3,200otherExpenses:3,700numberOfProperties:2

He sees he has sufficient surplus for deposit savings and can project when he'll be ready for the next deal.

First-time investor aligns lifestyle with investment goals

Priya, new to property investment, uses the tool to balance her household spending with her plan to buy an investment unit in Sydney.

Inputs

totalIncome:6,500propertyExpenses:1,500otherExpenses:3,300investmentGoals:Buy a 2-bedroom flat within 18 months

By analysing her surplus and tweaking expenses, she creates a clear savings timeline for her first purchase.

§ FAQ

Questions Australians ask

§ Glossary

Plain-English definitions

Cash Flow
The net difference between your monthly income and total expenses (including investment property costs).
Loan Exposure
Total value of outstanding loans across all properties or personal liabilities.
Rental Yield
Annual rental income divided by property value, indicating property return.
Cost Creep
The gradual increase in expenses over time, often unnoticed by property owners.