Tools & Resources

We know that some of our clients like to work things out for themselves, or have a simple requirement that they want to get sorted out quickly. These calculators, downloads, and online services can help you to work out what you can afford to borrow, what sort of investment profile you have, or even sort out a personal will in a hurry.

Of course, for personalised, professional advice on all of these matters, please contact us.

Work it out

Use our online calculators for your financial planning.

Deposits & Savings Mortgage Repayment Budget Planner Retirement Calculator

Fill it in

Useful documents for Cave Financial clients to print & complete

Financial View Questionnaire Confidential Client profile Questionnaire Disablement Curve ANZ Kiwi saver Risk Profile Questionnaire Latest Authority Appointment Letter

Do it yourself online

Know what you need? Then get it done online today.

TrustUs eWills Life Insurance Health Insurance Generate Kiwisaver Survey