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What are my
Retirement Needs?

Answer a few questions regarding your current and future financial situation to receive a detailed retirement forecast.

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What are my Retirement Needs?

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Are you retired?

What is your age?

50

At what age would you like to retire?

65

What is your current monthly income?

R55,000

What percentage of your current income will you require at retirement?

50%
R35000

How much have you already saved for retirement?

R1,000,000

How much can you contribute per month?

R5000

By how much can you increase your monthly contributions per year?

10%

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Age
Your current retirement projection.
Your retirement age.
Assumptions:
- Pre-retirement return on investment of 12% p.a.
- Post-retirement return on investment of 10% p.a.
- Inflation of 6% p.a. on income
You have used up all your calculations, speak to one of our client portfolio managers to assist you with your financial plan.
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