Financial Analysis

Your Information

Current Investments

Current Investments: Please enter the current balance of your investment funds (excluding super).
Current Properties: Please enter the current value of any investment properties (excluding your home).
Gross Investments: This is the total of the above amounts you have entered.
Current debt linked to assets entered above: (eg., debt on investment properties)

Retirement Objectives:

The following questions are based on what you believe you will require in your retirement.
Preferred Retirement Income: The income you would like to retire on in today's dollars.
Future Retirement Income: This is your preferred retirement income in future dollars based on a CPI increase of 3% per annum.
Required Retirement Portfolio: This is an estimate of the level of assets you will require based on your preferred retirement income and an annual portfolio return of 7% throughout your retirement.
Current Shortfall or Surplus: This is the difference in assets between your current net assets and the required assets that we have projected for your retirement.
Annual Growth Required in Portfolio: