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
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Useful documents for Cave Financial clients to print & completeFinancial View Questionnaire Confidential Client profile Questionnaire Disablement Curve ANZ Kiwi saver Risk Profile Questionnaire Latest Authority Appointment Letter