Tools
We have seven easy-to-use tools designed to help you plan your clients’ financial futures. Get in touch with us if you need any assistance either using the tools or understanding the results.
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Retirement Calculator
Need help planning for your retirement? Worried whether you’ll have enough savings to last? This easy-to-use calculator helps guide you in reaching your dream retirement.
Retirement Calculator
Past Performance Tool
What would your investment have been worth had you invested earlier? Find out with our Past Performance tool.
Past Fund Performance Tool
Tax-free Investment Calculator
Calculate how much tax you could save over the course of your investment by investing in one of our top performing Tax-free funds.
Tax-free Investment Calculator
EAC Tool
The Effective Annual Cost (EAC) tool provides you with an accurate comparison of the full charges you incur when you invest in different financial products.
EAC Tool
Education Calculator
As parents we want the best possible future for our children, and this usually starts with a good education. Use this tool to help understand how investing can make this future a reality.
Education Calculator
Fund Selector Tool
The Fund Selector tool helps you find suitable Prudential unit trust funds based on your risk appetite and investment time horizon.
Fund Selector
Goal Calculator
Financial planning is about helping you define and achieve your goals. This tool helps determine what monthly investment contribution you need to achieve your goal within a specified time period.
Goal Calculator-
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Prudential Investment Managers South Africa (Pty) Ltd is a licensed financial services provider. Prudential Portfolio Managers (South Africa) (Pty) Ltd (“PPMSA”) is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company is a direct subsidiary of M&G plc, a company incorporated in the United Kingdom. Neither Prudential Portfolio Managers (South Africa) (Pty) Ltd (“PPMSA”) or The Prudential Assurance Company are affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.