Investing

Take the guesswork out of financial planning with these handy calculators and checklists.

Savings

Every Dollar makes a difference when you are on your way to a goal. See how it all adds up.

Foreign Exchange

Convert over 20 different currencies with our quick and simple foreign currency conversion tool.
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.
 
 
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