Free tools. Five minutes each. No sign-up.
Our free tools give you a real result in about five minutes. If you want, they'll carry your answers into a full Investment Plan, checked by a local adviser. No sign-up. No obligation. Your answers are held only for your session and cleared once you're done. We don't keep a database of them.
A quick, preliminary profiler. Answer a few questions about your goals, your timeframe and how you feel about risk, and FundFit shows your risk profile, an indicative investment strategy (from Conservative through to Aggressive Growth), and the type of fund manager that aligns with your preferences, with a simple traffic-light check on whether your settings match. It's a clear starting point and a conversation worth having; a Yovich & Co adviser confirms the specifics. Best if you're asking “Am I in the right fund?”
Try FundFitSee the balance you're on track for, the income it could pay across retirement, and what changes when you adjust your contributions, your risk profile or your retirement age. Best if you're asking “Am I on track?” or “Will my money last?”
Try RetireFitOn the Retirement Planning page, a general version of the projection looks beyond KiwiSaver at all your retirement savings, and the Risk Profiler helps you find the level of risk you're comfortable with.
Risk ProfilerFinished a tool and want the complete picture? The Advice Journey combines your answers into a personalised Investment Plan. Choose a Simple Plan (digital advice, checked by an adviser) or a Complex Plan (an adviser works through it with you). Either way, a real Yovich & Co adviser reviews it before it reaches you, and you only answer each question once.
FundFit and RetireFit each stand alone, so use one, both, or neither. Finish either and you'll be asked: “Would you like a full Investment Plan based on this?” Say yes and your answers carry into the Advice Journey, which only asks for what's missing, then produces your plan. Everything is held in your browser session only and cleared once your plan is created, with no stored client database.
Wealth
