Our Tools and Resources
Designed to help guide you on your Financial Journey and towards achieving your Personal Goals and Objectives.
They can be used in sequence, or on an à la carte basis, depending on your current needs. Each tool is tailored to provide insights, clarity and actionable steps to help you make informed decisions. Whether you're planning for retirement, managing investments or just looking for ways to improve your financial health, these resources will serve as your personal roadmap to success.
Quick and easy to use, each tool takes only a few minutes to complete.
Whether you’re just starting out on your financial journey today, or planning to take your first step sometime in the future, these tools are here to support and guide you along the way. With simple, actionable insights, you’ll have the clarity you need to make informed decisions and stay on track towards achieving your financial goals.
Best of all, our core tools are always free to use, share and revisit, ensuring you´ll always have the support you need whenever and wherever you are on your financial path.
Please keep in mind that these financial tools are continuously being developed and refined, and we are working to enhance their functionality. We appreciate your patience as we improve these features to serve your needs better.
Click on the graphic below to test drive our core tool set
FINANCIAL SNAPSHOT
Create a personal balance sheet of assets and a simple cash flow statement (monthly cash inflows vs outflows).
CREATE A BUDGET
Calculate an easy to follow monthly budget.
SAVING FOR A FINANCIAL GOAL
Illustrate how your assets can grow over time, until you reach your specific goal.
COMPOUND INTEREST
Witness the power of compound interest over time.
CAN I RETIRE?
Calculate if you can retire based on your current savings and expected expenses.
INVEST OR PAYOFF DEBT
Calculate whether it makes sense to pay off debt or invest.
DEBT PAYOFF
Illustrate the time it will take to pay off your debt burden.
SUDDEN WEALTH (coming soon)
Sudden wealth (an unexpected or large influx of money) can be overwhelming; this tool is designed to help you navigate this situation.
INVESTOR RISK PROFILE (coming soon)
This tool helps assess your risk tolerance by asking a series of questions related to your financial goals, investment timeline and emotional responses to market volatility.
ASSET ALLOCATION GLIDER (coming soon)
Our glider tool adjusts your asset allocation over time to match your evolving financial goals.
Important Disclosures: the information and tools provided are for educational and illustrative purposes only, and are not exhaustive. While historical discussions and views may be found throughout the material, they should not be considered predictive or indicative of future outcomes. Past performance is not indicative of future results. The content is shared in good faith, drawing from sources believed to be reliable; accuracy and completeness are not guaranteed, however. This material does not constitute legal, tax or financial advice. For personalised advice, please consult a qualified professional in the relevant field.
It's important to note that all Educational Content and Financial Tools provided here are general in nature and may not be customised to your specific circumstances. None of the information should be interpreted as investment advice, a solicitation to buy or sell securities, or an endorsement, recommendation or sponsorship of any specific security, investment fund, investment strategy/scheme or company. Therefore, we recommend consulting a qualified professional in the relevant field for personalised advice.