Financial Planning tools - review your finances with HSBC Expat

Financial Planning tools

Want to make sure your financial plans are on track? Our retirement, protection and education calculators will help you check if there’s a shortfall (or a surplus) in your savings, investments and protection policies.

And if you're managing your finances in multiple currencies, our foreign exchange calculator will tell you how much you'll get when you convert your money.

Retirement calculator

What do you want to do - and where do you want to live - when you retire? Use our retirement calculator to find out if your savings and investments will give you enough income to enjoy life when you stop work.

Use our retirement calculator Back to top

Grow your wealth calculator

What's your savings and investing goal? Will you hit it? Find out how long it will take you to hit your target with our Grow your wealth calculator. This takes around 3 minutes to complete.

Use our grow your wealth calculator Back to top

Education calculator

Are you saving enough to cover all the costs you'll have to pay to send your children to a good school or university? Our education calculator will tell you if you're on target - or if you need to set aside more.

Use our education calculator Back to top

Protection calculator

How much life insurance do you need? And what about critical illness cover? Use our protection calculator to help ensure your family will be able to cope financially if you fall ill or die suddenly.

Use our protection calculator Back to top

Foreign exchange calculator

Need to convert some money into another currency? If you're registered for Internet Banking, you can use our foreign exchange calculator to work out how much you'll get, based on today's exchange rates.

Use our foreign exchange calculator


Register for Internet Banking Back to top

Book a financial review

Book a financial review

Whatever your financial goals, our International Wealth Managers can help you achieve them

Book a Review