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Financial Health Check

Have you taken charge of your financial situation or do you tend to stick your head in the sand when it comes to managing your money? 

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Tools and Calculators

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Financial Health check
Have you taken charge of your financial situation or do you tend to stick your head in the sand when it comes to managing your money?
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Budget planner
Allocate your income wisely to cover all your living costs, insurance and contributions to your savings.
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Debt repayment calculator
Find out how much interest – and how many months of repayments - you could save on your debt if you pay off a little extra every month.
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Savings Goal Calculator
Work out how much you need to save to achieve your goals.
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How much will my savings grow calculator
Work out how much your current savings will amount to with the help of compound interest over time.
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Fund Classification Tool
Look up how your fund can invest or how funds in a category can invest.
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Reducing Tax with Retirement Savings Calculator
Work out how much more you can contribute to your retirement fund in order to save on tax.
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Living annuity drawdown calculator
Use this calculator to test if your savings invested in a living annuity will support the income or drawdown rate you want in retirement.

Educational Topics

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