Calculators

Calculators are a good way to help you start planning; you can get a general idea of what does and doesn’t work for you. The calculators are a planning tool only. They will not provide exact answers as your personal circumstances have not been considered. It’s a good idea to discuss your objectives with your financial adviser who can then develop appropriate strategies to meet your individual needs.

Calculator Description

Savings calculator

Saving regularly can help you reach your goals. Our calculator projects how much your savings will be worth over a period of time. It also lets you change your details so you can compare the results and see the difference that saving a little extra can make.

Budget spreadsheet
(click to download)

Where does all your money go? One of the first steps to planning for a secure financial future is understanding how you spend your money. Easier said than done, but with a little bit of discipline you’ll be surprised to see how all the little things add up. Our budget spreadsheet gives you a simple and a comprehensive way to help you plan no matter what your circumstances are.