Financial Tool Kit

money

Budget Planner

This monthly budget template, which is designed to help you manage all aspects of your daily budget in an easy-to-understand Excel budget spreadsheet. You can download the free Excel budgeting template below.

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ICE File

Your 'In Case of Emergency (ICE) File is a binder or box with key documents containing all your important documents to aid your loved ones when needed. Download the free template below.

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Investment Calculator

Calculate your potential compound interest growth. Investment values change all the time. Do you know what yours could grow to? Download this Excel calculator to find out what your investment projections are.

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Retirement Calculator

This retirement calculator makes it easy for you to work out how much you need to invest now in order to have the retirement income you need or to find out if you are capable of retiring already.

Calculator
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Deloitte 2023-2024 Tax Guide

This comprehensive SARS tax pocket guide offers a detailed summary of the most crucial information pertaining to taxes, duties, and levies applicable for 2023/24.

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