Financial Tools
Free calculators and tools to help you plan your financial future. Get instant insights — no sign-up required.
Retirement Readiness Calculator
Are you saving enough? See if you're on track for the retirement you want.
Retirement Readiness Calculator
Find out if you're on track for a comfortable retirement.
Savings Growth Projection
Want a personalised retirement plan tailored to your goals?
Book a Free ConsultationRetirement Tax Deduction Calculator
See exactly how much you save on tax through your retirement fund contributions.
Retirement Tax Deduction Calculator
See how much you save on tax through your retirement fund contributions (Section 11F).
Breakdown
| Total annual contributions | R0 |
| 27.5% of income (max deductible by %) | R0 |
| Annual cap | R350,000 |
| Deductible amount | R0 |
| Tax before deduction | R0 |
| Tax after deduction | R0 |
Tax Before vs After Deduction
Deduction Cap Utilisation
R0 of R350,000 used
Not maximising your tax benefit? Let us review your retirement contributions.
Book a Free ConsultationFinancial Health Scorecard
Take our 3-minute quiz and get a personalised financial health report.
Financial Health Scorecard
Answer 12 quick questions and get a personalised financial health report with actionable recommendations.
Takes about 3 minutes
Life Cover Needs Calculator
How much life insurance does your family actually need?
Life Cover Needs Calculator
Calculate how much life insurance your family would need if something happened to you.
Your Income
Financial Obligations
Existing Resources
Needs Breakdown
Detailed Breakdown
| Income replacement | R0 |
| Outstanding debt | R0 |
| Funeral & estate costs | R0 |
| Education fund | R0 |
| Emergency fund | R0 |
| Total needs | R0 |
| Less: Existing cover | R0 |
| Less: Other assets | R0 |
| Cover shortfall | R0 |
Get a personalised life cover quote from a qualified adviser.
Book a Free ConsultationTax-Free Savings Account Calculator
See the power of tax-free investing over time.
Tax-Free Savings Account Calculator
See how your TFSA can grow tax-free — and how much you save compared to a normal investment.
Lifetime Limit Tracker
R0 of R500,000 lifetime limit used
Growth: TFSA vs Taxable Investment
Open or optimise your Tax-Free Savings Account with expert guidance.
Speak to an AdviserReady to Take the Next Step?
Book a free consultation with one of our qualified financial advisers.
Book a Free Consultation
Take the first step towards financial peace of mind. One of our qualified advisers will contact you.