Tools

Planners
Essential Finance features a set of totally unique and fully interactive financial planning tools to help you budget and plan for your future financial requirements such as retirement, kids education, property etc.

Markets
Essential Finance features a set of totally unique and fully interactive financial planning tools to help you budget and plan for your future financial requirements such as retirement, kids education, property etc.

		Retirement planner	Retirement planner close The retirement planner allows you to set a target amount, enter a monthly savings amount or allocate a percentage of your available budget drawn from the information in your personal profile. The summary also includes charts and tables to show the balance of your investment both before and after retirement.
		Education planner	Education planner close You may add up to four children, adjust the length and cost of the education, and change the anticipated rates of inflation and return on the investment. You will then be provided with a guideline figure as to how much you should be saving, and for how long.
		Budget planner	Budget planner close The budget planner allows you to list and update your income and expenses, and then provides you with both a summary and an interactive report.
		Net worth calculator	Net worth calculator close Please note that our planners are for guideline purposes only. The actual amount required will reduce or increase based on actual investment returns, inflation and product charges.