Tools
Free calculators and checklists
The calculators use the 2026/27 tax tables, show their assumptions and give a range rather than a single figure. Nothing you enter is sent to us.
Two-pot withdrawal
Estimate what a savings-pot withdrawal would pay you after tax and fees, and what it could cost your retirement.Try itAm I on track?
A range for the monthly income your retirement savings could provide, in today’s money.Try itRA or TFSA?
Compare the tax you’d save with a retirement annuity against the tax-free growth of a tax-free savings account, for your salary.Try itBefore you go checklist
The money matters to arrange before you leave South Africa, in order. Tick off each one as you go.Try itHow much life cover?
A range for the extra life cover your family might need, from what they would need less what is already in place.Try itEstate liquidity check
Whether your estate would have the cash to pay your debts, the executor’s fee and estate duty without selling assets.Try it
Speak to a planner
Send us a WhatsApp message or call the office. The first call is free and takes 20 minutes, by phone or video. We will tell you whether we can help and what it would cost, so you can decide in your own time.