Tools

Citadel has developed useful tools to assist you in your journey to financial independence. Click on the relevant button below and complete the questionnaire. Once you have completed the questionnaire you will receive feedback which will guide you in your decision making process.

Financial Planning

I want a plan to achieve my life goals and objectives

QUESTIONNAIRE

PLANNING FOR RETIREMENT

I want to ensure that I save enough for my retirement

QUESTIONNAIRE

NEARING RETIREMENT

I want to prepare for my retirement

QUESTIONNAIRE

Retirement Calculator

Use our retirment calculator to see if your retirement planning is on track

CALCULATOR TOOL