Financial planning

Plan for your future, today, so that you can become financially secure.

Plan for every milestone

Trust us to guide you through life's changes and milestones. Get advice from experts who care about your financial wellbeing.

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Financial Check Quiz
Financial planning

Plan for financial confidence

Good financial planning helps you become financially secure and stable, make better money choices and prepare for your future. Whether you're planning for retirement, saving for a big purchase or trying to manage debt, you’ll get a roadmap to achieve your financial goals.

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Getting married

Marriage is a big milestone. Prepare for your shared future with the right support and financial advice.

  • Explore investments

  • Explore Life insurance

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    Buying a house

    Discover the keys to homeownership. Navigate the journey to your new home with confidence.

  • Explore credit life cover

  • Explore home loans

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    Having a baby

    Any parent will tell you that having a baby changes everything. Make sure you have the tools and solutions you need to take it all on.

  • Explore saving for education

  • Explore wills and trusts

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    Starting your career

    With your first pay cheque comes your first step towards financial freedom. Becoming independent means thinking and planning ahead for your future.

  • Explore income protection

  • Explore retirement solution

  • Tools and calculators

    Explore financial planning tools

    Use our calculators to help you plan and manage your finances effectively.

    Retirement calculator

    Retirement should be something to look forward to. Use this tool to see if you're saving enough to retire comfortably.

    Income Tax calculator

    Calculate your annual and monthly income tax deductions using the new tax scales and compare them to last year's.

    Education calculator

    Give your children a brighter future by finding out how much to invest in our education savings plan or a unit trust.

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    Financial planning

    Let's talk about finances

    Professional guidance helps you make better choices and achieve your goals. To make the most of your journey, be prepared.
    Your financial adviser may ask about your:
    • Short, medium and long-term savings and investment needs

    • Income and expenditure

    • Appetite for risk and how it can impact your savings

    • Understanding of what your financial plan will cost you

    Find a financial adviser

    Speak to an expert

    Fill out the form for a callback or call us on weekdays between 08:00 and 17:00.

    0860 223 390

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