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Calculators & Tools.

Free tools. Five minutes each. No sign-up.

You don't have to book a meeting to get a useful answer.

Our free tools give you a real result in about five minutes. 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.

FundFit: find the strategy that fits.

FundFit gives you a quick indication of whether your current fund may suit you. Answer a few questions about your goals, timeframe and attitude to risk to see your risk profile, a suggested investment strategy and the type of fund manager that may suit you. Strategies range from Conservative to Aggressive Growth, and a simple traffic light check shows whether your settings appear consistent. It is a useful starting point, with a Yovich & Co adviser confirming what is right for you. Best suited to anyone asking, “Am I in the right fund?”

Try FundFit

RetireFit: project your retirement.

See your projected balance, the income it could provide throughout retirement, and how changes to your contributions, risk profile or retirement age could affect the outcome. Best suited to anyone asking, “Am I on track?” or “Will my money last?”

Try RetireFit

Risk Profiler.

This standalone tool helps you understand your risk profile and the level of investment risk you may be comfortable with. It provides a useful starting point for considering which investment approach may suit you.

Risk Profiler

Rather talk to a person?

Book a free first meeting in Whangarei or Dargaville.

Book a free meeting

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