Calculators - Financial Foundations

Young professional using the 50/30/20 budget calculator to rebalance income and investments, featuring Equity Group Financial Foundations branding.

Calculators

50/30/20 Calculator

Master your money with our 50/30/20 budget rebalancer. Learn how to anchor your income, manage "administered costs," and grow your future bucket. Perfect for multi-domain professionals and side-hustlers.

Young professional cheering at investment growth results and wealth management progress.

Calculators

Financial Health Tool

Is your wealth on track? Take the Equity Group 60-second Financial Health Check. Get an instant score and strategic insights tailored for the South African context.

Successful investor celebrating positive financial growth on a digital tablet.

Calculators

Investment Growth & Volatility Tool

Growth is rarely a straight line. Is your strategy volatility-proof?

Three golden eggs resting in a bird's nest representing a secure retirement nest egg.

Calculators

Retirement Nest Egg Predictor

Will your savings support the lifestyle you’ve earned?