Freedom budget calculator

1
Basic Information
2
Est. Retirement Income
3
Income from Investments
4
Current Income & Expenses
5
Results

Basic information

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%

$

Estimated monthly retirement income

$

$

$

Your income from investments

Investments

The value of all your other investments, apart from the values listed below.

$

The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.

%

The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.

%

Trading Account Equity

The equity in your trading account.

$

The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.

%

The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.

%

Business Equity

The valuation of all your businesses.

$

The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.

%

The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.

%

Life Insurance Equity

The cash-in value of any life insurance plans you hold.

$

The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.

%

The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.

%

Cash

The amount of money in cash you have in your possesion.

$

The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.

%

The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.

%

Monthly income

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Total Income$0

Monthly expenditure

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Total Expenditure$0

Your freedom budget

Results based on data entered

Monthly Surplus for Reinvestment
$0
Total Required
$0
Projected Income
$0
Surplus/Shortfall
$0

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