Free Tools

Financial Planning Calculators

Use these tools to get a rough estimate of your financial position. Results are indicative only — your allocated Financial Advisor will conduct a full, personalised Needs Analysis before providing any advice.

Retirement Savings Projection

Important Notice: The results produced by these calculators are estimated guidelines only and do not constitute financial advice in terms of the Financial Advisory and Intermediary Services Act (FAIS). Every individual's financial situation is unique. Your allocated Financial Advisor will conduct a comprehensive, personalised Needs Analysis — and all advice will be based on that analysis, not on these estimates.

Current Age

Retirement Age

Current Savings (R)

Monthly Contribution (R)

Expected Return (% p.a.)

Inflation Rate (% p.a.)

Desired Monthly Income at Retirement (R)

Enter in Present Value (today's money). The calculator will inflate this to the equivalent future amount at your retirement date.