Public toolsFamily financial planning
A proper home for all four planning calculators.
Use these calculators as guided starting points for retirement, education, income protection, and basic inheritance planning. Each tool is designed to help visitors understand the size of the problem before they talk to you.
Tools available
4
Main themes
Savings + Protection
Use case
Lead education
Next step
Advisor review
Retirement
Retirement Readiness Calculator
Estimate your target retirement fund, monthly savings needed, and the cost of delaying your plan.
Interactive public calculator
Open toolEducation
Education Fund Calculator
Project future education costs and estimate the monthly savings needed for your child’s studies.
Interactive public calculator
Open toolProtection
Income Replacement Calculator
Estimate the protection needed to replace household income and cover liabilities if income stops.
Interactive public calculator
Open toolInheritance
Faraid Calculator
Review a simplified faraid estimate for common heir groups as an educational starting point.
Interactive public calculator
Open tool