DIY Tools

Retirement Planning Tool – This tool will assist you in getting a better understanding of your retirement situation. You will need to input your details including existing investments, any pension or provident funds, and your future income requirements. Once you have completed all of your information you will be able to print a simple one page report which summarises your situation and calculates possible solutions.

Family Income Plan – This tool will assist you in planning for your family in the event of your death. You will need to input your details including any existing life insurance policies, assets that will be sold, and the income you wish to leave behind for your family. The one page report will give you an indication of whether you are over or under insured, and by how much.

Living Annuity Projection Tool – This tool is meant to be used in conjunction with a Living Annuity portfolio to give you an idea of how long your capital will last while providing you with an income. This tool was created by Bruce Cruickshanks of Gallet Group Employee Benefits.

For more information about these tools, or if you require assistance, you are welcome to contact us.

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