Calculators and Tools
When it comes to helping your customers make sound financial decisions, it's important to have handy tips and tools to help them make informed choices. That's why we have developed useful tools and calculators that you can use and put on your own website.
New users - if it’s your first time embedding one of our calculators, please contact the broker marketing team with your website URL to have your site whitelisted.
Pension calculator
Auto-enrolment calculator
<iframe src="https://www.advisorfinder.ie/auto-enrolment-calculator/?popup=true" style="width: 100%; height: 800px; border: none;"></iframe>
Pension tax-relief calculator
This Pension calculator shows the effect of tax relief on your pension contribution.
Maximum pension contribution calculator
This pension calculator tells you the amount you can personally contribute to your pension for tax relief purposes.
Dual income sources calculator
This pension calculator tells you the amount you can personally contribute to pension plans for tax relief purposes if you have more than one source of income and one of these sources is from pensionable employment.
ARF or annuity tool
Max funding Calculator
Life cover calculator
This calculator will help you to figure out how much cover you or your dependants will need should you die or become seriously ill.
<iframe src="https://www.advisorfinder.ie/life-cover-calculator/?popup=true" style="width: 100%; height: 800px; border: none;"></iframe>
Life cover quote
This tool helps you work out how much Life Cover could cost.
<iframe src="https://www.advisorfinder.ie/life-cover-quote/?popup=true" style="width: 100%; height: 800px; border: none;"></iframe>
Inheritance tax liability calculator
This calculator will show you how much inheritance tax your family could be liable to pay when you pass away.
<iframe src="https://www.advisorfinder.ie/inheritance-tax-calculator/?popup=true" style="width: 100%; height: 800px; border: none;"></iframe>
Mortgage protection quote
<iframe src="https://www.advisorfinder.ie/mortgage-protection-quote/?popup=true" style="width: 100%; height: 800px; border: none;"></iframe>
Income protection quote
Underwriting Requirements Calculator
Our Underwriting Requirements Calculator consolidates our requirements in one convenient and easy to use tool.
Budget calculator
Take a quick look at your monthly income and expenses with our budget calculator. This will give you an idea on how much money you have available to save.
<iframe src="https://www.advisorfinder.ie/budget-calculator/?popup=true" style="width: 100%; height: 800px; border: none;"></iframe>
Personal annual budget spreadsheet
Our Personal Annual Budget Spreadsheet helps you plan to manage your income and expenses effectively. You can plan for events across the year or look at areas where improvements can be made helping you to meet your financial goals.
What is a financial plan?
<iframe src='https://www.youtube.com/embed/u4TvV7efceE?rel=0&cc_load_policy=1' width='100%' height='315' scrolling='no' frameborder='0' allowfullscreen></iframe><p>Financial Planning video was provided by <a href="https://www.zurich.ie/financial-planning-videos/what-is-a-financial-plan/">Zurich Life Investments</a></p>
How does a pension work?
How funds work
<iframe src='https://www.youtube.com/embed/Chg3I1IahC0?rel=0&cc_load_policy=1' width='100%' height='315' scrolling='no' frameborder='0' allowfullscreen></iframe><p>This Savings and Investment video was provided by <a href="https://www.zurich.ie/funds/how-funds-work/">Zurich Life Investments</a></p>
How savings and investments work
<iframe src='https://www.youtube.com/embed/OXZejJE1_ls?rel=0&cc_load_policy=1' width='100%' height='315' scrolling='no' frameborder='0' allowfullscreen></iframe><p>This Savings and Investment video was provided by <a href="https://www.zurich.ie/savings-and-investments/savings-options/how-savings-and-investments-work/">Zurich Life Investments</a></p>
What happens when you retire?
<iframe src='https://www.youtube.com/embed/6e6c6QZ3QJU?rel=0&cc_load_policy=1' width='100%' height='315' scrolling='no' frameborder='0' allowfullscreen></iframe><p>This Retirement video was provided by <a href="https://www.zurich.ie/pensions-retirement/preparing-for-retirement/what-happens-when-you-retire/">Zurich Life Pensions</a></p>
Do you need life insurance?
<iframe src='https://www.youtube.com/embed/Po6XdVvg3pQ?rel=0&cc_load_policy=1' width='100%' height='315' scrolling='no' frameborder='0' allowfullscreen></iframe><p>Do I need Life Insurance? video was provided by <a href="https://www.zurich.ie/life-insurance/choosing-your-life-insurance/">Zurich Life Protection</a></p>
Serious Illness Cover
<iframe src='https://www.youtube.com/embed/8PismxaSZf0?rel=0&cc_load_policy=1' width='100%' height='315' scrolling='no' frameborder='0' allowfullscreen></iframe><p>Serious Illness video was provided by <a href="https://www.zurich.ie/life-insurance/family-protection/serious-illness-cover">Zurich Life Protection</a></p>