PLANNING TOOLS
Simple tools to help you understand your finances
Keeping an eye on your finances?
Use planning tools to get a better view of borrowing, savings, investments and protection. They are a practical starting point before you decide what to do next.
- Compare your current position against your goals
- Identify areas that need more attention
- Decide whether to save, borrow or protect
- Book a review if you want to go deeper
Helpful tools
Financial health check
Get a quick view of your current position.
Retirement planning
Look ahead with longer-term planning in mind.
Borrowing check
See what borrowing might look like.
Savings review
Work out how to build a stronger buffer.
How to use the tools
Start with one question
Pick the issue that feels most urgent and work from there.
Use the result to focus
The tools are there to point you toward the next sensible page or conversation.
Follow up with support
If the result shows something needs attention, contact the team or visit a branch.
Connect with us
Listening to what you have to say about our services matters to us.