Interactive Financial Tools

Free Tools to Illuminate
Your Financial Future

Six professional-grade calculators to help you understand investing, retirement planning, mortgage costs, and loan repayments. All tools are free. No signup required.

🌟 Portfolio Blueprint ⏱ Retirement Gap 📈 DCA Chart 🏠 Mortgage Calculator 💰 Loan Calculator
Your Personal Blueprint

Find Your Ideal Portfolio
Allocation

Set your age and we'll build a personalised asset allocation based on your investment horizon, risk capacity, and wealth-building goals.

30 years old
1870
Growth Investor
Moderate-High Risk
35+ Year Horizon
30
Your Age
Your Wake-Up Call

Calculate Your
Retirement Gap

Find out exactly how much you need to retire comfortably — and how far you currently are from that number. Most people are shocked by what they discover.

years
1865
years
4075
$ / month
$
$ / month
% per year
Historical S&P 500 average: ~10% · Conservative estimate: 7%
You Need to Retire
$1,200,000
to generate $5,000/month for 25 years
$0
Projected at Retirement
at current savings rate
$0
Shortfall
gap to close
30
Years to Invest
compounding runway
$0
Monthly Needed
to close the gap
Progress toward retirement goal 0%
You have a significant gap to close
At your current savings rate, you will fall short of your retirement goal. The good news: time and smart investing can change everything. Learning to invest — even starting today — dramatically improves your outcome.

The Luminate Consulting course teaches you exactly how to invest your savings to close this gap — using stocks, ETFs, and options strategies that work for everyday people.

Start Investing Smarter — $1,000
The Power of Consistency

$100 a Month.
25 Years. Life-Changing Results.

What if you had invested just $100 a month into an S&P 500 index fund starting in January 2000 — through every crash, every crisis, every recovery? See exactly what happened.

$31,200
Total Invested
$149,995
Portfolio Value (2025)
$118,795
Total Market Gains
4.8×
Return Multiple
$
💡

Notice how the portfolio kept growing even through the 2008 crash and COVID-19 dip. That's dollar-cost averaging at work — you automatically buy more shares when prices are low, lowering your average cost over time. Consistency beats timing every time.

Project Your Future

What Could Your Money Grow To?

Set your monthly investment, expected annual return, and see exactly how compound interest projects your portfolio value up to 100 years into the future — from 2026 onwards.

$
$
1%Conservative
5–6%
S&P 500 avg
~10%
20%
5 yrs100 yrs
Home Ownership Planning

Mortgage Calculator

Calculate your monthly mortgage payment, total interest paid, and see a full amortisation schedule. Understand exactly what that property will cost you over time.

$
$
%
%
1%7.0%20%
$
$
Monthly Payment (P+I)
$0
Total Monthly (with tax+ins)
$0
Loan Amount
$0
Total Interest Paid
$0
Total Cost of Home
$0
Interest as % of Loan
0%
Amortisation Schedule (first 24 months shown)
#PaymentPrincipalInterestBalance
Personal & Auto Finance

Loan Calculator

Calculate monthly payments and total cost for any personal loan, car loan, or line of credit. See exactly how much that loan will really cost you — and how extra payments can save you thousands.

$
%
1%8.5%35%
$

Adding extra payments reduces total interest paid significantly.

Monthly Payment
$0
Total Monthly (with extra)
$0
Total Interest Paid
$0
Total Cost of Loan
$0
Interest Saved (extra pmt)
$0
Payoff Date
Impact of Extra Payments
Without Extra
With Extra Payments
You Save