InvestingTake the guesswork out of financial planning with these handy calculators and checklists. | SavingsEvery Dollar makes a difference when you are on your way to a goal. See how it all adds up. | Foreign ExchangeConvert over 20 different currencies with our quick and simple foreign currency conversion tool. |
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Automatically create a printable description of your profile as an investor, by selecting answers to five questions. | Calculate your Resident Withholding Tax (RWT) rate - the rate at which tax should be deducted on interest paid on term deposits or bank account deposits. | Use this calculator to work out how much your money is worth in another currency. |
Before planning future investments, it’s a good idea to have a clear and accurate picture of your current finances. This handy calculator will help you bring everything together on one page. | Before planning future investments, it's a good idea to have a clear and accurate picture of your current finances. | |
Calculate your Prescribed Investor Rate (PIR) - the rate at which you should pay tax on taxable investment income you earn from Portfolio Investment Entities (PIEs). | Tell us what you want and we'll contact you to help. | |
Scan a list of information you could bring to your first meeting, to help the adviser understand your current situation. |