Tools

Please visit the Benefit Counsellor site for help with managing your financial planning.

https://www.benefitcounsellor.com/

Resigning?

The "Options at Resignation" feature ensures you have all the necessary information to make informed decisions. The Benefit Counsellor will guide you through your options, so you can confidently make the best choice for your financial future.

Retiring?

The "Options at Retirement" feature provides comprehensive guidance to help you make well-informed as the day draws near. The Benefit Counsellor will ensure you understand the benefits and implications of each option. Personalised calculators and one-on-one support empower you to select a retirement plan tailored to your financial goals and lifestyle needs.

Find all the necessary retirement documents and forms under the “Retirement Pack” feature.

Virtual Counselling: Get personalised support from the comfort of your own home.

Book a virtual meeting with a benefits counsellor directly through the app. Each session is recorded and saved within the app, allowing you to revisit the session whenever you want.

Calculators

Life Annuity Calculator: Estimate your potential income from a life annuity.

Living Annuity Calculator: Calculate the income you can draw from a living annuity.

Net Replacement Ratio (NRR) Calculator: Determine your NRR to understand how well your retirement savings will replace your pre-retirement income.

Tax Calculators: Assess your tax obligations and plan your finances accordingly.

Financial Wellness Assessment

By answering a series of targeted questions, you can evaluate various aspects of your financial situation, including savings, investments, debt, and retirement planning. The assessment provides personalised insights and recommendations, empowering you to take proactive steps towards achieving your financial goals and improving your overall financial well-being.