Tools
Tools & Calculators
Self-service tools for people who want their own numbers before speaking to anyone. Nothing here requires contact details.
Where transfers go wrong
Rarely through bad intentions. More often, nobody has answered the practical questions: who receives what, where the cash comes from, who can act, how a business continues, and which professionals need to be involved.
The best time to answer those questions is while the person who built the wealth is still sitting at the table.
Available now
Financial Health Check
Twelve questions, five minutes, a score out of 100 with your priority pillar identified.
In development
These calculators are being built to the same standard: transparent assumptions, no data capture.
Retirement income calculator
Model the annual income you need and the capital required to support it in your chosen currency.
Protection gap calculator
Size the cover your liabilities and dependants actually imply.
Total cost analyser
Combine platform, product and advice fees into one comparable annual figure.
Currency exposure map
Compare income, spending and asset currencies to see where the mismatch sits.
No commitment
Start with the Health Check
It is the fastest way to see which of the four objectives needs attention first.