Take the guesswork out of financial planning with these handy calculators and checklists.
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What type of investor are you?
Automatically create a printable description of your profile as an investor, by selecting answers to five questions.
Net Worth Calculator
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.
Calculate your PIR
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).
Investor checklist
Scan a list of information you could bring to your first meeting, to help the adviser understand your current situation.
ABC Bank Term Fund comparable rate calculator
See what returns you could get and compare these to an ABC Bank term deposit.
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