Wealth Assessment Tools

We have created a series of tools to help you get a sense of your wealth. Whether you are a novice, an experienced strategist, play with these tools to learn, reflect and asses your goals.

Your Financial
Success Map

Create your financial success map through an interactive tool that visualises your goals.  Where are you today, where would you like to be? Use this as your personal compass to track your financial journey.

Diversification Checker

How diversified is your portfolio? Check your investment spread across asset classes, see how you compare to the Dragon Portfolio by Artemis Capital Management, and get your next steps — in under 2 minutes.

Compounding Calculator

Coast Financial Independence
Watch your money work harder than you do. See the power of compound growth on your terms.
Find your Coast FI number and stop sprinting. Coast Financial Independence is the point where you've invested enough that, even if you never save another penny, your money will grow by itself to fully fund your retirement. You can stop pushing so hard. You can coast.
This calculator tells you exactly how close you are — and what it would take to get there.
Disclaimer
The content on WealthSquats is not Financial Advice. Consult certified financial experts to get information that is suitable to you.
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