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Financial Calculators

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  • retirement
  • mortgage
  • insurance
  • savings
  • currency

Retirement Planner

Do you know what it will take to create a secure retirement? Use this calculator to help you create your retirement plan. This is only a guide and does not represent your actual retirement planning; it does not include product charges. If you are a Hong Kong resident the maximum expected growth rate is 9%, please use this rate in the calculator below. Scroll down the page to below the financial calculator for input definitions if required.

Rent vs. Buy

Should you rent or should you buy your home? This calculator helps you weed through the fees, and monthly payments to help you make a good financial decision. If you are a Hong Kong resident the maximum expected investment return is 9%, please use this rate in the calculator below. There are no product charges included. Scroll down the page to below the financial calculator for input definitions if required.

Insurance Calculator

How much life insurance do you need? Enter your current assets, expenses, income and let us determine how much life insurance you need. You can also adjust the inflation rate and your expected rate of return to see how these variables can impact your insurance needs. Press the report button to see a year-by-year breakdown of your families' future income and expenses.If you are a Hong Kong resident the maximum expected growth rate is 9%, please use this rate in the calculator below. There are no product charges included. Scroll down the page to below the financial calculator for input definitions if required.

Savings Calculator

What will it take to reach your goals? This financial calculator helps you find out. Enter in your savings amount and view graphically your financial results. This is only a guide and does not represent your actual savings or your intended actual savings; it does not include product charges. If you are a Hong Kong resident the maximum expected growth rate is 9%, please use this rate in the calculator below. Click the report button to get more information about your savings, and what you can do to make sure it is on track. Scroll down the page to below the financial calculator for input definitions if required.

Education Saving Plan

Saving for your children's education requires a long term plan. Use this calculator to help develop or fine tune your education savings plan. This is only a guide and does not represent your actual education savings plan; it does not include product charges. If you are a Hong Kong resident the maximum expected growth rate is 9%, please use this rate in the calculator below. Scroll down the page to below the financial calculator for input definitions if required.

Currency Converter

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