While our role as financial planners involves us challenging your assumptions and working with you to establish goals and objectives and develop a plan to achieve those goals, we understand that not everyone wants our assistance to do this.

Therefore, we have collated a range of calculators below  (from Sorted) to help you to work out your own answers. (These calculators may take a few seconds to load.)

Scroll down on each calculator to access the full functionality.

Please feel free to use these, and share them with your friends and family.



Savings calculator

Work out how much you can achieve by saving and how quickly you can reach your goals.

Investor Profle

See what type of investor you are, a typical investment mix and forecast what sorts of returns you can expect.

KiwiSaver savings calculator

There’s a huge amount we can achieve with KiwiSaver, especially with all those contributions going in to our accounts.

Retirement planner

See whether you’re on track financially for the retirement lifestyle you want.

Money personality quiz

What’s your style with money? This light-hearted quiz lets you see your financial strengths and possible blind spots.


Mortgage calculator

See what a mortgage costs, find out what the repayments might be, or find a quicker way to pay yours off with our mortgage repayment calculator.