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0860 223 390
Financial planning
Plan for your future, today, so that you can become financially secure.
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.
Getting married
Marriage is a big milestone. Prepare for your shared future with the right support and financial advice.
Buying a house
Discover the keys to homeownership. Navigate the journey to your new home with confidence.
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.
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 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.
Let's talk about finances
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
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